Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Thursday 14 December 2023
TSMC lands rush orders for Nvidia China-bound processors
Nvidia has placed orders with TSMC for its China-bound AI processors that necessitate SHR (Super Hot Run). The commencement of fulfillment is planned for the first quarter of 2024,...
Tuesday 8 August 2023
Keyboard maker Chicony cautious about end-market demand in 3Q23
Taiwan-based Chicony Electronics, dedicated to supplying computer keyboards, digital video cameras and other peripheral devices, is cautious about its sales momentum for the third...
Monday 10 July 2023
Memory demand recovering slowly while market sees rush orders for NAND control chips
DRAM market conditions have gradually been consolidating and formed the price bottom, but the NAND Flash inventory level is still high. Yet since the price has fallen below the manufacturers'...
Friday 26 May 2023
Nvidia rush orders lifting TSMC 5nm fab utilization
An influx of Nvidia orders requiring super hot runs (SHR) have shored up capacity utilization rates for TSMC's 5nm process platform to almost full, according to industry sources.
Thursday 11 May 2023
Passive components sector poised to embrace normal peak season in 2H23
The passive components sector is expected to embrace a normal peak season in the third quarter of 2023, as materials suppliers for the components have seen customers turn aggressive...
Monday 17 April 2023
IC design houses post impressive revenue results for 1Q23
Taiwan's IC design houses managed to end the first quarter of 2023 with impressive revenue performances, bolstered by larger-than-expected replenishment orders and shipments, but...
Friday 3 February 2023
Slow PC chip inventory depletion rates dash hopes of IC design houses
Taiwan's IC design houses are expected to breath a slight sigh of relief in late first quarter or the second quarter thanks to frequent influx of rush orders, but end-market sources...
Wednesday 1 February 2023
MCU price war lingers in 1H23 as makers continue inventory depletion
A price war between Taiwanese and Chinese suppliers of MCUs for consumer applications will persist in the first half of 2023 as they remain under pressure to trim inventories amid...
Friday 9 December 2022
IC design houses see shipments stall in 4Q22
Most Taiwan IC design houses have seen shipments suffer a freeze in the fourth quarter of the year, and their sales are expected to stay in low gear in the first half of 2023 amid...
Tuesday 6 December 2022
China's optical communication sector sees order surge for end of 2022
Despite a sudden, end-of-year order surge for China's optical telecommunications sector, the fierce price competition of 5G equipment and product specification changes have resulted...
Friday 11 November 2022
Nan Ya PCB sees increasing rush orders for BT substrates
Taiwan's IC substrate supplier Nan Ya PCB has witnessed a surge in rush orders for BT substrates needed to process memory and other chip solutions for mobile smart devices and TV...
Wednesday 21 September 2022
OSATs see uncertainty in new GPU orders from Nvidia, AMD
Taiwan's OSATs remain uncertain about the arrival of orders from Nvidia and AMD for processing their new GPU chips, and are expected to see their high-end packaging and testing capacities...
Friday 16 September 2022
APCB expects revenue growth in 2H22
Advanced Printed Circuit Board (APCB), which specializes in niche-market PCBs, expects sales growth to resume in the second half of 2022 thanks to its fulfillment of short lead-time...
Thursday 24 February 2022
Unimicron in talks about ABF substrate orders for 2027-2030
Unimicron Technology is already in talks with its major clients about ABF substrate orders for 2027-2030, as they seek to secure as much new capacity as possible through long-term...