Customers remain wary of inventory control, TSMC CEO CC Wei said during the Q&A session on the company's October 18 earnings conference call. Customers' inventory digestion is...

Fabless chipmakers continue to reduce inventories in the fourth quarter of 2023, as they remain concerned about the visibility of mobile phone and PC demand, according to industry...

LCD panel component suppliers are aware of the volatility of demand in the fourth quarter of 2023, although overall operations in the second half of this year are expected to beat...

Recent increases in demand for entry-level and midrange smartphones are easing the load on MediaTek's mobile chip inventory, according to industry sources.

As Samsung Electronics and other chipmakers substantially reduce their NAND flash wafer output, industry sources indicate that memory module manufacturers will have to compete on...

Despite their sales results reflecting a pick-up in customer orders, Taiwan-based IC design houses intend to be cautious when placing orders with their foundry partners, according...

Packaging materials suppliers have seen customers slow down their pace of orders in the fourth quarter, and may encounter a decline in revenue compared to the previous quarter, according...

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...

IC design houses have seen handset customers start replenishing their stocks following months of inventory correction, according to industry sources.

Downstream memory product distributors have shown intentions to stock up ahead of the year-end holiday shopping in China amid rising prices of chip supplies from the upstream, according...

Foxconn (Hon Hai Technology) expects substantial revenue growth compared to the prior quarter in the fourth quarter of 2023, buoyed by a seasonal pickup in shipments for major customer...

According to sources from handset distribution channels, smooth destocking indicates that restocking for the usual peak season will proceed as usual. While the momentum may not be...

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...

TSMC has seen utilization rates recover, with sales expected to continue improving in the fourth quarter of 2024, according to industry sources.

Amid the memory downturn, Micron reported a declining revenue and an operating and net income loss for the last quarter and expects a recovery in 2024. Micron plans to keep its inventory...