Although September revenue data has yet to be released, IC design houses are expected to see better-than-expected numbers in the third quarter of 2023, based on their performance...
Despite the fierce competition among automotive IC IDMs promoting their respective highly integrated chip platforms, Taiwanese IC design companies continue to push through in the...
Starting 2024, Taiwan will implement a 10-year chip-driven industrial innovation project aiming to attract young talent and startup teams from around the world to set up operations...
The extent and impact of China's prohibition on the use of iPhones in the public sector remain unclear. It will certainly negatively impact iPhone sales in China, but Taiwanese IC...
With PC vendors such as Dell issuing optimistic forecasts, IC design firms anticipate an improvement in order visibility from the PC industry, which means performance in the second...
IC design houses are bracing for a particularly weak second half of 2023, but expect customer demand to recover substantially in the second half of 2024.
Only a few Taiwanese IC design firms are reaping the benefits from the current cloud AI trend driven by the rise of generative AI, according to industry sources.
Taiwan-based IC design houses are optimistic about demand from a new surge of PC replacements anticipated for 2024, driven by replacements for PCs bought during the pandemic and Microsoft's...
In contrast to the optimism expressed by global IDMs about automotive IC demand, Taiwan-based IC design companies are more cautious due to recent orders with limited lead times, according...
IC design companies will continue to manage inventory levels through the fourth quarter of 2023 cautiously, setting the tone for the performance of the semiconductor industry during...
Shipments of high-end notebooks and other PC models have been stable lately, which may contribute to product mix improvements at related IC design houses in the short term, according...
Taiwan-based network IC manufacturers will likely step up efforts to pursue orders for network ASICs as the increasing adoption of generative AI applications has made the segment...
IC design houses experienced an uptick in orders for consumer electronics devices prior to the mid-year 618 shopping festival in China, but the order pull-in momentum may decelerate...
Chinese telecom operators recently opened bids for 5G base stations, which were won by China-based companies. In order to avoid competition with China's supply chain, Taiwanese manufacturers...
