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Friday 17 January 2025
Chenbro Micom boosts 2024 revenue by 29%, eyes further expansion in Malaysia and the US amid robust AI demand
Taiwan-based chassis provider Chenbro Micom experienced a complex 2024, reaching NT$145.2 billion (approx. US$4.41 billion) in revenue, reflecting a 29% year-over-year increase. As...
Friday 17 January 2025
TSMC drives local sourcing as upstream material suppliers target advanced processes
TSMC is intensifying its localization efforts, with a growing emphasis on sourcing raw materials from local suppliers—a proportion set to increase steadily year over year. This...
Thursday 16 January 2025
6 key takeaways from TSMC's earnings: AI boom, 2025 growth, and record capex
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company's...
Thursday 16 January 2025
Apple's supply chain evolves: iPhone makers pivot as India and China gain ground
Recent shifts in the global smartphone manufacturing landscape highlight diversification efforts among iPhone manufacturers. Tata Electronics is exploring partnerships with major...
Thursday 16 January 2025
Cambricon projects revenue growth of over 50% in 2024 with narrowing losses
Cambricon Technologies, a leading AI chipmaker in China, has announced its 2024 financial forecast, estimating annual revenue of CNY1.07 to CNY1.2 billion (approx. US$146 to US$164...
Thursday 16 January 2025
TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint...
Thursday 16 January 2025
Marvell's 8-year turnaround: How CEO Matt Murphy positioned the company for AI success
Broadcom and Marvell have recently emerged as key players in the era of Generative AI, alongside Nvidia. While Broadcom CEO Hock Tan is well-known in the semiconductor industry, Marvell...
Thursday 16 January 2025
Passive component materials firm Ample Electronic sees strong 1Q25
Passive component materials supplier Ample Electronic Technology anticipates an exceptionally strong first quarter of 2025, driven by improved order visibility compared to previous...
Thursday 16 January 2025
Semiconductor capacity surge spurs global expansion for material supply chains
Advanced packaging demands are driving consistent growth in semiconductor material demand, with distributors reporting strong contributions from the sector. Demand for high-end materials...
Thursday 16 January 2025
AMEC 2024: revenue soars 44%, R&D investment jumps 94%, new fab production expected by 2027
On January 14, Advanced Micro-Fabrication Equipment (AMEC) projected 2024 revenue of CNY9.065 billion (US$1.237 billion), reflecting a 44.73% increase compared to the previous year...
Wednesday 15 January 2025
Industrial memory gradually recovers in 2H24, with varying performances from Transcend and Innodisk
The demand for industrial memory modules has gradually recovered in the second half of 2024. However, revenue performance in December varied significantly among companies.
Wednesday 15 January 2025
Yaskawa Electric revises profit forecast downward as semiconductor demand slips
Japanese robotics giant Yasukawa Electric has revised its fiscal year 2024 consolidated operating profit forecast, projecting a 12.4% year-on-year decline to JPY58 billion (approximately...
Wednesday 15 January 2025
Panram eyes automotive growth, seeks partnerships to offset DDR4 revenue decline
In the fourth quarter of 2022, Kingston Technology's divestment from Panram International and subsequent board departure triggered market concerns, prompting Panram to initiate significant...
Wednesday 15 January 2025
AI boom propels IC distributors to record-breaking 2024 revenue
The expansion of artificial intelligence (AI) applications has established AI servers and related components as the primary growth drivers for IC distributors. With shipments of AI...
Wednesday 15 January 2025
Taiwan polarizer suppliers take different transformation paths
China continues to expand its production capacity for polarizers, resulting in a market oversupply and making it hard for polarizer prices to rise. To cope, Taiwanese manufacturers...