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Tuesday 23 April 2024
TSMC optimizes 3/5/7nm equipment conversion amid AI surge, with 5nm emerging as primary profit driver
In the dynamic realm of AI, TSMC has secured the vast majority of customer orders, and foundry quotes now surpassing US$10,000 per wafer are primarily centered on the lucrative process...
Monday 22 April 2024
Shinko Electric revises revenue downward amid weak flip chip demand
Japanese IC substrate manufacturer Shinko Electric Industries has announced that due to poor sales of its main product, flip chip packaging substrates, the upcoming fiscal report...
Friday 19 April 2024
SK Hynix is set to surf AI wave as rivals confirm growing demand
SK Hynix Inc. will have to contend with high expectations when it reports next week after solid earnings from the likes of Micron Technology Inc. cemented optimism about demand for...
Tuesday 9 April 2024
Tesla vs BYD: Who will win?
Tesla and BYD both aim to expand global footprints by diversifying production
Monday 8 April 2024
IPC makers eyeing AI application services as new profit path
The rise of Artificial Intelligence (AI) has prompted Industrial PC (IPC) manufacturers to expedite the transformation and enhancement of their business models, with a keen focus...
Wednesday 3 April 2024
Intel reports widening loss in foundry business in 2023, aims for break even in 2027
In response to the corporate restructuring by Intel announced earlier, which involves Intel Foundry and Altera, the company disclosed a widening loss at its foundry service and expects...
Tuesday 2 April 2024
Chinese EV radiator suppliers see profits diminish as price war persists
China remains a critical car market while a reshuffle has been underway. Several suppliers who had focused on safety components entered the EV radiator segment per customers' requests,...
Monday 1 April 2024
Balancing profit and planet: LienHwa Group's carbon reduction strategies
As the quest for clean energy intensifies, hydrogen emerges as a pivotal player across diverse sectors, including energy, transportation, and industry.
Monday 1 April 2024
Huawei defies US sanctions, surges in profit, and expands ecosystem in 2023
Despite intensifying US sanctions, Huawei tried to prove it could navigate challenges and make progress by recording a surge in profit in 2023 in addition to a widening ecosystem...
Friday 29 March 2024
SMIC profit down over 60% in 2023, plans steady course for 2024
SMIC reported its financial results for 2023, and due to the industrial downturn, sales and profit declined for the reporting period. SMIC plans to navigate 2024 steadily and stabl...
Monday 18 March 2024
Huawei to see automotive BU achieve profitability this year
Huawei's automotive business unit will likely become profitable earlier than expected. Richard Yu, chairman of Huawei's Intelligent Automotive Solutions (IAS), said on March 16 that...
Friday 15 March 2024
Wah Lee returns to growth trajectory as advanced packaging gains traction
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit...
Tuesday 12 March 2024
Backend houses upbeat about orders for memory chips
With memory chipmakers ready to scale up output, industry sources indicated that backend houses are optimistic about orders from the memory sector beginning in the second quarter...
Monday 11 March 2024
Taiwan wind maker Yen Sun is a big fan of high-end computer cooling opportunities
Fan maker Yen Sun thinks growth lies in high-end computer cooling.
Friday 8 March 2024
Fab overexpansion poses challenges for underperforming Chinese foundries
Industry sources pointed out that Chinese foundries' profits are being undermined due to fab overexpansion.
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
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