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Monday 18 March 2024
Sony hits pause on PSVR2 production as unsold inventory piles up
Sony Group Corp. has paused production of its PSVR2 headset until it clears a backlog of unsold units, according to people familiar with its plans, adding to doubts about the appeal...
Friday 15 March 2024
Wah Lee returns to growth trajectory as advanced packaging gains traction
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit...
Thursday 14 March 2024
Taiwanese IC distributors to capitalize on handset and PC inventory shrinkage, AI chip boom in 2024
Taiwan's major IC distributors, including WPG Holdings, WT Microelectronics, Supreme Electronics, and Edom Technology, anticipate several significant trends for 2024 in the semiconductor...
Thursday 14 March 2024
PMIC firm Silergy sees inventory correction near end
Power management IC design house Silergy said customer inventory adjustments are entering the final stage and eventually end in 2024.
Wednesday 13 March 2024
Bike industry 2024 outlook: giant brands optimistic, component makers cautious
The global bicycle industry is navigating a divergent path towards recovery as Giant and Merida expressed optimism for a rebound in 2024, while e-bike component manufacturers remain...
Friday 8 March 2024
Taiwan LED makers see shipment pull-ins pick up
The demand for LED products is gradually warming up following a period of inventory adjustments in the market. While LED companies experienced a general decline in revenue for February...
Wednesday 6 March 2024
Apacer upbeat about 2024 memory chip prices
Memory module house Apacer Technology is optimistic about memory chip pricing in 2024, which will increase quarter by quarter.
Tuesday 5 March 2024
Taiwan CIS earnings calls show light at the end of the tunnel
Earning calls from Taiwan's CIS supply chain promise an uptick in demand in 2024.
Friday 1 March 2024
Inventory adjustments a concern in 1H24 says Alpha Networks and Hitron chairwoman, April Huang
According to April Huang, general manager of the networking and communication business group (NCG) at Qisda, inventory adjustments among the company's customers during the second...
Friday 23 February 2024
AI to drive touchpad and fingerprint recognition growth, says Elan
Leading touch microcontroller maker Elan Microelectronics is reporting year-on-year increases in revenue and profits for the fourth quarter of 2023 due to inventory destocking and...
Thursday 22 February 2024
MCU suppliers see inventory pressure lessen; demand recovery remains essential
Inventory concerns that previously plagued Taiwanese MCU makers have gradually subsided over the last two quarters, but industry sources say the key question now is whether demand...
Tuesday 20 February 2024
IC design house Macroblock expects recovery in 2024
Macroblock, an LED driver IC design house, is close to finishing recognizing losses from excess inventory and anticipates a business recovery in 2024.
Tuesday 20 February 2024
Adata expects low-priced inventory to buoy profitability in 2024
Adata Technology holds over NT$20 billion (US$636.4 million) in low-priced chip inventories, which may lift its operating earnings to a new high in 2024, according to the memory module...
Monday 19 February 2024
Shin-Etsu and Sumco continue to see high wafer fab inventories
Shin-Etsu and Sumco, both major silicon wafer manufacturers in Japan, stated that customers still hold a significant amount of silicon wafer inventory, indicating it will take some...
Monday 19 February 2024
SMIC rides mobile chip wave, but can it sustain China's foundry ambitions?
China's top foundry, SMIC, has never disclosed its involvement in producing 7nm chips for Huawei's Mate 60 Pro. However, co-CEO Zhao Haijun recently emphasized that the bright spot...
2024 eXtended Reality Korea
Summary of Tech Supply Chain News!
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales
Server air cooling turning to 3D VC solutions for better efficiency, says DIGITIMES Research