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Tuesday 8 August 2023
Industrial memory module specialists see demand pick up
Industrial memory module demand is poised to pick up at a gradual pace in the second half of this year, while inventory adjustments for consumer DDR4 and SSD devices are proceeding...
Tuesday 8 August 2023
Network device assemblers guardedly optimistic about 2H23
Taiwan-based network equipment assemblers have voiced cautious optimism regarding the second half of this year, due to ongoing inventory adjustments by telecom channel and data center...
Monday 7 August 2023
Winbond slowing output cut, to equip new plant in 4Q23
The 30–40% reduction in output at Winbond Electronics' wafer fab in Taichung (central Taiwan) has been reduced to less than 20%, and the memory chipmaker plans to begin installing...
Monday 7 August 2023
UMC posts flat July revenue
Pure-play foundry United Mircroelectronics (UMC) has reported revenue of NT$19.06 billion (US$601.3 million) for July 2023, essentially unchanged sequentially. However, compared to...
Thursday 3 August 2023
CCL firm Iteq upbeat about demand for high-end car electronics
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...
Tuesday 1 August 2023
Inventory adjustment for ABF substrates extends to 2024; long-term optimism about AI driving demand
The ABF substrate industry is facing a short-term headwind. Unimicron, whose ABF substrate business accounted for 52% of its revenue in 2Q23, admitted during its earnings call that,...
Monday 31 July 2023
Samsung and SK Hynix to cut NAND output further
Since the second half of 2022, the memory down cycle has seen demand declining, inventories piling up, and prices continuing to fall. Samsung's DS department reported revenue of KRW14.73...
Thursday 27 July 2023
AUO sees rising panel demand in 2H23, says chairman
The panel industry is showing strong signs of recovery and growth in the second half of 2023, with improvements in order visibility and a more balanced supply and demand, as stated...
Monday 24 July 2023
With MediaTek's earnings call on the horizon, inventory clearance progress receives attention
MediaTek's earnings call is set to be held on July 28. Recent market news includes TSMC releasing a conservative outlook for the year's second half. Additionally, MediaTek's shareholders'...
Friday 21 July 2023
OSATs' wafer bank inventory digestion may last into 2024
OSATs could still be digesting inventory in their wafer banks for some handset applications in 2024 if handset brand vendors continue to see weak sales, according to industry sourc...
Friday 21 July 2023
IC design houses continue to monitor inventory controls
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...
Thursday 20 July 2023
DDR5 memory prices rise slightly
DDR5 memory has recently shown a modest increase, indicating that the market price is about to enter the stage of recovering from its lowest point, according to industry sources.
Tuesday 18 July 2023
Fab toolmakers see orders contract
Semiconductor equipment suppliers are experiencing a decline in customer orders, which may limit their growth in the second half of this year, according to industry sources.
Tuesday 18 July 2023
Qualcomm, MediaTek to rely on India's handset recovery to clear inventory
Qualcomm and MediaTek are counting on the resurgence of the India handset market in the second half of this year to clear out their remaining inventory, according to industry sourc...
Friday 14 July 2023
Taiwan MCU firms yet to see demand pick up
Taiwan-based MCU suppliers have yet to see an increase in end-market demand, which was not spurred by China's 618 shopping festival, according to industry sources.
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research