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NEWS TAGGED INVENTORY
Tuesday 24 October 2023
South Korean semiconductor and display equipment face rising inventory
With demand in the global ICT market stagnating, South Korea's semiconductor and display equipment inventory has seen a 285.3% YoY increase in August 2023. On top of that, this has...
Tuesday 24 October 2023
Memory chipmakers seeking profitability
Memory chip manufacturers are currently more concerned with regaining profitability than expanding their market share, according to industry sources.
Tuesday 24 October 2023
Backend firms expect operations to improve by end of 2023
OSATs expect their operations to improve overall by the end of this year, following encouraging developments further upstream at the foundry sector and recent increases in demand...
Monday 23 October 2023
Realtek cautious about 4Q23 prospects
Realtek Semiconductor remains cautious about its sales prospects for the fourth quarter of 2023, as unfavorable macro conditions continue to weigh on end-market demand, according...
Friday 20 October 2023
TSMC sees customers stay cautious about inventory control
Customers remain wary of inventory control, TSMC CEO CC Wei said during the Q&A session on the company's October 18 earnings conference call. Customers' inventory digestion is...
Friday 20 October 2023
Chipmakers continue digesting inventory
Fabless chipmakers continue to reduce inventories in the fourth quarter of 2023, as they remain concerned about the visibility of mobile phone and PC demand, according to industry...
Thursday 19 October 2023
Panel component suppliers aware of demand volatility in 4Q23
LCD panel component suppliers are aware of the volatility of demand in the fourth quarter of 2023, although overall operations in the second half of this year are expected to beat...
Wednesday 18 October 2023
MediaTek chip inventory shrinking
Recent increases in demand for entry-level and midrange smartphones are easing the load on MediaTek's mobile chip inventory, according to industry sources.
Tuesday 17 October 2023
Memory module houses brace for substantial cut in NAND wafer availability
As Samsung Electronics and other chipmakers substantially reduce their NAND flash wafer output, industry sources indicate that memory module manufacturers will have to compete on...
Monday 16 October 2023
IC design houses remain wary about placing orders with foundries
Despite their sales results reflecting a pick-up in customer orders, Taiwan-based IC design houses intend to be cautious when placing orders with their foundry partners, according...
Friday 13 October 2023
Packaging materials demand decelerates
Packaging materials suppliers have seen customers slow down their pace of orders in the fourth quarter, and may encounter a decline in revenue compared to the previous quarter, according...
Friday 13 October 2023
IC distributors post double-digit revenue increases in 3Q23
Major Taiwan-based IC distributors have reported double-digit sequential revenue growth for the third quarter of 2023, as inventory replenishment for mobile and several other device...
Friday 13 October 2023
IC design houses see handset stockpiling pick up
IC design houses have seen handset customers start replenishing their stocks following months of inventory correction, according to industry sources.
Friday 6 October 2023
Memory product distributors likely to stock up for year-end holiday shopping in China
Downstream memory product distributors have shown intentions to stock up ahead of the year-end holiday shopping in China amid rising prices of chip supplies from the upstream, according...
Friday 6 October 2023
Foxconn expects substantial revenue growth in 4Q23
Foxconn (Hon Hai Technology) expects substantial revenue growth compared to the prior quarter in the fourth quarter of 2023, buoyed by a seasonal pickup in shipments for major customer...