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Thursday 9 March 2023
Are TSMC's guidance figures up to par?
At each quarterly earnings call, the Taiwan Semiconductor Manufacturing Company (TSMC), apart from informing eager anticipants the resulting financial turnouts of the previous quarter,...
Friday 17 February 2023
Shenzhen announces financial guidance to develop NEV supply chain
Municipalities in China are trying to maintain the EV momentum after the national subsidy program ended last year. Shenzhen just released its financial policies to support the development...
Thursday 16 February 2023
IC design houses positive about consumption recovery in China
IC design houses have seen their China-based clients becoming enthusiastic about the resurgence of consumption brought on by China's Labor Day holiday in May and the country's 618...
Monday 13 February 2023
TSMC, VIS post sequential revenue increases in January
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential increases in January revenue of 3.9% and 13.7%, respectively.
Monday 13 February 2023
Himax expects 12-17% sales drop in 1Q23
Display driver IC specialist Himax Technologies expects to post a revenue decline of 12-17% sequentially in the first quarter of 2023, with a gross margin ranging from 28% to 30%...
Friday 10 February 2023
SMIC expects 10-12% revenue drop in 1Q23
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) expects to post a revenue decline of 10-12% sequentially in the first quarter of 2023, with gross margin...
Tuesday 17 January 2023
Himax sees 4Q22 revenue beat guidance
Display driver IC specialist Himax Technologies saw its fourth-quarter revenue climb 22.8% sequentially, which came far above its guidance of 4-8% growth.
Thursday 12 January 2023
TSMC expects 14% revenue decline in 1Q23
A continued ramp-up in 5nm chip output buoyed TSMC's revenue and profit performance in the fourth quarter of 2022, when the pure-play foundry also saw sales generated from the HPC...
Wednesday 11 January 2023
Novatek 4Q22 revenues beat guidance
Display driver IC specialist Novatek Microelectronics saw its fourth-quarter revenues increase 14.6% sequentially to NT$22.42 billion (US$735.6 million), outpacing the high end of...
Wednesday 11 January 2023
MediaTek sees 4Q22 revenue come within guidance
MediaTek's fourth-quarter revenue came in at the lower end of the company's guidance range, and revenue for 2022 met its goal of maintaining double-digit revenue growth.
Tuesday 20 December 2022
US Treasury to announce IRA battery materials guidance in March 2023
The US' Inflation Reduction Act (IRA) will play a fundamental role in scaling up the country's EV market. The US Treasury Department said on December 19 that it will delay the issuance...
Wednesday 23 November 2022
Global DRAM sales to fall 18% in 2022, says IC Insights
The global DRAM market is forecast to reach US$29.3 billion in the second half of 2022, down 40% from US$49 billion in the first half of the year, according to IC Insights. Sales...
Monday 14 November 2022
Himax sees inventory peak in 3Q22
Himax Technologies believes its inventories should have hit their peak in the third quarter of 2022, when the display driver IC specialist saw its revenue and EPS both exceed the...
Thursday 27 October 2022
UMC cuts capex after strong 3Q22
Pure-play foundry United Microelectronics (UMC) saw its revenue and gross margin for the third quarter exceed the guidance given in end-July, but has decided to adjust its capex outlook...
Thursday 20 October 2022
Lead times for measurement equipment shortened, says Keysight
Keysight Technologies has seen delivery lead times for its test and measurement equipment shorten to between four and five months from over six months previously, according to Keysight...