Tuesday 30 April 2024
NXP witnesses slower automotive chip sales, offers upbeat outlook
NXP experienced a slower automotive market and increased demand for industrial and mobile segments. The chipmaker gave a better outlook for the second quarter.
Wednesday 24 April 2024
TI gives solid 2Q24 outlook despite slumping results
Despite declining performance, Texas Instruments (TI) has announced second-quarter revenue forecasts surpassing expectations. The results indicate an increasing demand for TI's analog...
Wednesday 24 April 2024
GlobalWafers cautious about 1H24 chip market
Silicon wafer company GlobalWafers has expressed a prudent outlook regarding the market conditions for chips in the first half of 2024.
Friday 19 April 2024
TSMC lowers 2024 semiconductor, foundry outlook
Taiwan Semiconductor Manufacturing Company (TSMC) has cut its 2024 growth predictions for the foundry and semiconductor industries while keeping the company's growth forecast at 21...
Wednesday 17 April 2024
Rapidus outlook dimmed by TSMC, Samsung 2nm fab projects in US
Rapidus might have been caught off guard by TSMC's and Samsung's latest announcements of plans to make 2nm chips in the US, which threatens to undermine the Japanese chipmaker's competitiveness...
Friday 12 April 2024
Brand handset vendors reportedly cut 2024 shipment outlook
Speculation has recently circulated in the mobile phone market that brand vendors including Apple and Samsung Electronics have revised downward their shipment projections for 2024.
Friday 15 March 2024
Foxconn upgrades 2024 outlook on soaring AI server demand
Driven by the increased market visibility of AI servers, Foxconn has upgraded its outlook for 2024 from neutral to significant growth, as announced by chairman Young Liu during a...
Friday 15 March 2024
Silicon photonics advancing the optoelectronics industry
Taiwan's optoelectronics industry output value soared by 44.35% in 2023 to NT$2.0473 trillion (US$648.9 billion).
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...
Tuesday 12 March 2024
Great expectations for AI highlight ABF pain points
The ABF substrate industry is in a quandary.
Tuesday 12 March 2024
Network IC market outlook remains uncertain
Despite supply chain inventory levels returning to normal, fabless chipmakers and IC distributors are still uncertain about network IC market prospects for this year.
Monday 11 March 2024
2024 Industry Outlook (8): the Paradigm Shift from dotcom to AI
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone...
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Wednesday 6 March 2024
2024 Industrial Outlook (5): the cliff-like economic growth model
Visual Capitalist has published a study that organizes the evolution of total economic output and GDP for various countries over the past 2,000 years. Using data estimated...