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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...
Friday 16 February 2024
Display panel supply-demand to improve in 2024
Panel makers, including AUO and Innolux, have reported year-on-year revenue increases in January, which indicates a more balanced panel supply and demand in 2024.
Friday 16 February 2024
MCU prices return to pre-pandemic levels
Although consumer MCU demand remains low, overall MCU prices have returned to pre-pandemic levels, according to industry sources.
Wednesday 7 February 2024
Nuvoton sees inventory pressure alleviate
Nuvoton Technology, a Taiwan-based MCU provider, expects much less inventory pressure in 2024, with the supply chain set to return to normal operations this year.
Wednesday 7 February 2024
Novatek sees OLED DDIs to become growth engine for 2024
Display driver IC (DDI) specialist Novatek Microelectronics anticipates that revenue growth will be driven by OLED DDI sales this year. Additionally, the company is targeting a bigger...
Wednesday 7 February 2024
PC industry in 2024 to be a mixed bag, as Apple sees drop while other brands eye slight growth
PC industry companies, ranging from upstream suppliers like TSMC to end-user brands, have found it difficult to predict the timing and extent of recovery in 2024. In addition to cautious...
Friday 2 February 2024
OSAT ASEH to boost advanced packaging capability
ASE Technology Holding (ASEH) will be stepping up its advanced packaging and testing capabilities in the second half of 2024, when a new cycle begins after the completion of inventory...
Friday 2 February 2024
IC materials distributors gear up for advanced packaging materials demand as customer inventory adjustments end
According to industry sources, IC material distributors anticipate customer inventory adjustments will end in the first half of 2024, with AI expected to accelerate growth in the...
Thursday 1 February 2024
Qualcomm returns to growth, warns of persisting near-term high inventories
After experiencing four consecutive quarters of declining sales and earnings year-on-year, Qualcomm's latest report signaled a resurgence in growth.
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Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research