Friday 24 November 2023
Global DRAM and NAND flash industry


Wednesday 1 November 2023
AUO 3Q23 revenues up 10.7% QoQ
AUO Corp. released its consolidated revenues in the third quarter of 2023 on October 31, which totaled NT$70.11 billion, up by 10.7% quarter-over-quarter. AUO's net loss attributable...
Wednesday 1 November 2023
TSMC expected to enjoy double-digit sequential increase in 4Q23 revenues
TSMC is expected to achieve an over 10% on-quarter revenue increase in the fourth quarter of 2023, boosted by volume production of the iPhone 15 Pro and the release of new Mac products...
Tuesday 31 October 2023
Lite-On expects 2024 sales to be driven by auto and cloud power supplies
Lite-On Technology expects weak growth in revenues in the second half of 2023, but its business will be driven by power solutions for the automotive and cloud computing sectors, according...
Tuesday 31 October 2023
Global semiconductor market to recover in 2024; Taiwan to benefit
Despite the influences from the negative economic factors and geopolitics in 2023, the global semiconductor market is expected to enjoy a recovery in 2024 as the worst is expected...
Thursday 26 October 2023
SK Hynix DRAM biz returns to profitability in 3Q23
The memory market is still slow. Operating losses at SK Hynix continued in the third quarter of 2023, but the quarterly loss was reduced by 37.8%. Despite this, its DRAM division...
Thursday 19 October 2023
TSMC expects 11% sequential revenue growth in 4Q23
TSMC expects to post revenues of between US$18.8 billion and US$19.6 billion in the fourth quarter of 2023, which is an 11.1% sequential increase at the midpoint. Gross margin and...
Tuesday 17 October 2023
Flexible PCB makers diversify into automotive sector
Leading Taiwanese flexible PCB (FPCB) producers all see automotive as their next target market, market sources believe.
Friday 13 October 2023
IC distributors post double-digit revenue increases in 3Q23
Major Taiwan-based IC distributors have reported double-digit sequential revenue growth for the third quarter of 2023, as inventory replenishment for mobile and several other device...
Thursday 12 October 2023
Global foundry revenues to see CAGR of 11.3% from 2023–2028, says DIGITIMES Research
DIGITIMES Research projects that the global foundry revenue will grow at a CAGR of 11.3% from 2023 through 2028, driven by demand from 5G and EV applications. Added capacities of...
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...
Wednesday 11 October 2023
TSMC to maintain 2023 outlook despite stronger 3Q
Despite better-than-anticipated third-quarter revenues, TSMC is expected to reiterate its previously stated revenue and capex projections for 2023 at its upcoming investors conference,...
Friday 6 October 2023
Taiwan PC IC designers report revenue increases for 3Q23
Taiwan-based PC IC design houses including Elan Microelectronics, Parade Technologies, and ZillTek Technology have observed significant sequential growth in their third-quarter revenues...
Friday 6 October 2023
Taiwan foundry revenues expected to fall in 2023, but make recovery in 2024, says DIGITIMES Research
Taiwan's wafer foundry industry is set to generate a total of only US$77.9 billion in revenue in 2023, falling 13% from a year ago, with the decline having been adjusted bigger by...
Wednesday 4 October 2023
Taiwanese PCB suppliers to see better performance in 2H23, bolstered by iPhone sales
Industry sources expect the PCB industry to be bolstered by Apple's new iPhone 15 series in the second half of the year assuming that shipments go out as planned.
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Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24