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Friday 26 July 2024
TI shows strong consumer analog IC demand in 2Q24
Texas Instruments (TI) second-quarter 2024 financial data indicates that overall demand for analog ICs was robust during the quarter.
Wednesday 24 July 2024
Uncertainty arises over 3Q24 consumer chip replenishment momentum
Although initial demand for HPC and AI smartphone chips is expected to remain strong as the traditional peak season approaches, recent observations indicate potentially lower-than-expected...
Wednesday 24 July 2024
NXP doubts Tier-1 auto customer inventory policies, details new JV with VIS
NXP reported that its performance was affected by its customers' inventory management practices. Despite this, the company expressed strong confidence in its joint venture with Taiwan-based...
Thursday 18 July 2024
Demand for gaming MCUs is picking up
The demand for microcontroller units (MCU) for gaming peripherals is recovering and is more stable than for consumer electronics. Coupled with the evolution of new technologies, overall...
Thursday 11 July 2024
Nanya likely to break even in 3Q24 as inventory improves
Nanya Technology's DDR4 inventory adjustment will improve quarter after quarter, bringing total fab utilization to more than 90%, according to the Taiwan-based DRAM memory maker.
Thursday 11 July 2024
MediaTek 2Q24 performance meets expectations, eyeing boost from Dimensity 9400
MediaTek has shown remarkable resilience in the typically slow second quarter, with revenue steady compared to the previous three months. This performance suggests the company has...
Thursday 11 July 2024
AI to boost chip component demand, say IC distributors
IC distributors are optimistic about AI-related chip and component demand, predicting a stronger second half of the year than the first. According to industry sources, consumer products,...
Tuesday 9 July 2024
DRAM spot prices show promise, signs of stability
DRAM spot prices have stabilized, confirming the optimistic outlook for contract market pricing in the third quarter, according to sources at memory module makers. The previous variations...
Monday 8 July 2024
UMC reports mixed financial results amid market challenges
Pure-play foundry United Microelectronics (UMC) has reported a revenue of NT$17.55 billion (US$541.1 million) for June 2024, marking a 10.5% sequential decline and a 7.9% decrease...
Friday 5 July 2024
AI applications to drive CCL demand in 2H24
Taiwan-based copper clad laminate (CCL) makers Elite Material, Iteq, and Taiwan Union Technology (TUC) are poised for a robust second half of the year, driven by growing demand for...
Friday 5 July 2024
Micron reaffirms full order book for HBM through 2025
A Micron senior executive said the company is expected to see full capacity through 2025 thanks to AI and Micron will keep up good management to ensure supply-demand balance amid...
Thursday 4 July 2024
AI PCs and server demand set to drive supply chain recovery in late 2024
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch...
Thursday 4 July 2024
China's 618 monitor sales perform well, boosting the strength of panel orders
This year, TV and NB sales, which are two of the three major panel applications in the market, faced recessions during their 618 promotions.
Tuesday 2 July 2024
Samsung allegedly lowers 2024 TV shipment goal upon debatable 'sports year'
Due to weak end-user demand and poor performance during China's 618 shopping festival, TV brands had high inventory levels after stocking up on panels in the first half of the year...
Monday 1 July 2024
Memory market faces price tug-of-war amid weak demand and excess inventory
The memory market is currently experiencing a tug-of-war over prices.