Out in Front
Thursday 11 April 2024
Nanya posts smaller loss in 1Q24
DRAM maker Nanya Technology has announced a significant improvement in net losses in the first quarter of 2024 compared to the previous quarter and predicts a double-digit ASP rise...
Tuesday 12 March 2024
Great expectations for AI highlight ABF pain points
The ABF substrate industry is in a quandary.
Thursday 7 March 2024
Nanya posts over 50% revenue surge in February
DRAM chipmaker Nanya Technology has reported revenue surged 50.6% year on year to NT$3.05 billion (US$96.6 million) in February 2024. Revenue totaled NT$6.11 billion for the first...
Tuesday 5 March 2024
GenAI drives HBM memory demand
Generative AI has stimulated demand for High Bandwidth Memory (HBM), driving Taiwanese memory chipmakers to seize a share of the AI business opportunity.
Wednesday 7 February 2024
Taiwan IC substrate suppliers post decreased January revenue
Nan Ya PCB, Kinsus Interconnect Technology, and Zhen Ding Technology reported sequential revenue decreases in January of 4.3%, 5.6%, and 13.9%, respectively. Unimicron Technology...
Monday 22 January 2024
DRAM and NAND flash prices may rise through 4Q24
DRAM and NAND flash memory prices may continue to rise until the fourth quarter of 2024 if suppliers maintain tight control over production, according to TrendForce.
Wednesday 17 January 2024
ABF substrate prices unlikely to peak in 2024
ABF substrate prices are unlikely to reach their previous high in 2024 but should have already reached their low point, according to industry sources.
Thursday 11 January 2024
Nanya gears up for new DDR5 chip production
Nanya Technology, a Taiwanese DRAM manufacturer, anticipates beginning risk production of its new 16Gb DDR5 memory intended for AI device applications by the middle of 2024.
Tuesday 9 January 2024
Taiwan memory makers expect a recovery in 2024
According to sources in Taiwan's memory industry, recovery will be underway in 2024, buoying memory unit prices and sales.
Friday 5 January 2024
Nanya sees December revenue hit a 15-month high
Nanya Technology, a Taiwan-based DRAM chipmaker, has announced a 15-month high revenue of NT$3.16 billion (US$101.7 million) for December 2023.
Tuesday 12 December 2023
Leaders in Taiwan's substrate sector reach consensus that 2024 will see mild recovery
The weak end demand since the second half of 2022 has affected the ABF substrate capacity utilization rate of the four major Taiwanese substrate manufacturers: Unimicron, Nanya PCB,...
Thursday 7 December 2023
Nanya sees revenue hit 14-month high
DRAM maker Nanya Technology has reported November revenue hit a 14-month high of NT$2.87 billion (US$91.3 million).
Thursday 12 October 2023
DRAM recovery warming up as Taiwan memory suppliers report September revenues rise
NAND Flash spot prices have started to rise, and in turn, suppliers have started reporting growth in their monthly sales. Price hikes for DRAM are relatively moderate, as DDR4 suppliers...
Thursday 12 October 2023
Nanya expects DRAM bit shipments and ASPs to rise in 4Q23
DRAM chipmaker Nanya Technology expects its bit shipments and ASPs to rise in the fourth quarter of 2023, which will result in a decrease in operating loss.
Tuesday 12 September 2023
ABF substrate shortage may return in 2024
ABF substrates may experience a reversal from a 5% oversupply in 2023 to a 5–8% shortage in 2024-2025, according to industry sources.
Summary of Tech Supply Chain News!
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research