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Tuesday 20 February 2024
New-gen Windows OS to boost AI PC sales
According to sources in the PC industry, AI-powered PC sales are not anticipated to increase substantially until the second half of 2024, when Microsoft introduces its next-gen Windows...
Tuesday 20 February 2024
As 2024 forecasts remain bleak, notebook industry pins hope for 2025
After seeing less-than-stellar results in the traditional peak season in 2022, followed by an even bleaker off-peak season in 2023, the notebook supply chain is afraid of a repeat...
Tuesday 20 February 2024
TSMC on track to move 2nm process to risk production in 4Q24
TSMC is on track to move 2nm process technology to risk production at its new fab on the Baoshan campus of the Hsinchu Science Park (HSP) in northern Taiwan in the fourth quarter...
Monday 19 February 2024
China smartphone market, 4Q 2023

Introduction

Monday 19 February 2024
Sony lowers PS5 sales goal amid record CIS shipments
At its latest earnings call event, Sony revealed a downward adjustment to its sales goal for the PlayStation 5 (PS5) console while reporting a new high in CMOS image sensor (CIS)...
Friday 16 February 2024
Applied Materials sees faster recovery in semiconductors, to benefit from HBM and GAA equipment
Applied Materials reported an 18% growth in its profit and expected the semiconductor industry to recover faster than the macroeconomy. The company said it will likely benefit from...
Friday 16 February 2024
VW surpasses BYD as China's top car vendor
According to international media reports, the Chinese automotive market saw an unexpected sales performance in January from Volkswagen, which took first place in local production...
Thursday 15 February 2024
Global semiconductor manufacturing industry poised for 2024 recovery
Recent research conducted by SEMI in collaboration with TechInsights indicates that the global semiconductor manufacturing industry is on the mend, with electronics and IC sales increasing...
Thursday 15 February 2024
AP shipments to Chinese smartphone brands unpleasant in 4Q23, but to stay flat in 1Q24, says DIGITIMES Research
DIGITIMES Research's findings show that application processor (AP) shipments for Chinese smartphones were sluggish during the traditional peak season in fourth-quarter 2023, with...
Thursday 15 February 2024
GF sees automotive chip sales top US$1 billion
GlobalFoundries' revenue decreased 9% year-on-year in 2023, but revenue from the automotive sector rose by a robust 180%, according to the company's available presentation material...
Thursday 15 February 2024
BYD considers Mexico plant, eyeing the US market
China-based EV maker BYD will likely establish a production base in Mexico, which could help establish its presence in North America and facilitate its entry into the US later. As...
Tuesday 13 February 2024
Only 30% of Chinese carmakers hit 2023 sales target after cut-throat price war
BYD released a forecast about its 2023 financial performance at the end of January. The EV maker's net profits will not meet the market-expected CNY31.5 billion (US$4.41 billion)...
Thursday 8 February 2024
Fate of panel industry in 2024 depends on three factors
Sports events, AI PCs, and industry production adjustments will affect the recovery momentum of the panel industry in 2024.
Wednesday 7 February 2024
Silicon Motion, Himax conservative about 1Q24 prospects
Silicon Motion Technology and Himax Technologies, which reported better-than-anticipated revenue results for the fourth quarter of 2024, have both issued cautious statements regarding...
Wednesday 7 February 2024
SMIC sees first sales rise in four quarters, anticipates flat Capex in 2024
US-sanctioned SMIC reported its first sales growth in four quarters. Its profit halved amid a semiconductor downturn, with utilization rates remaining low.