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Friday 26 January 2024
Intel provides weak guidance, boasts advancements in foundry business
Intel gave a tepid outlook for the current quarter due to weak performance for its programmable chip unit and Mobileye business. Intel reported surging sales for its Intel Foundry...
Thursday 25 January 2024
ASML expects strong rebound in 2025, optimistic about orders from memory makers
ASML reported strong books for the last quarter. The lithography equipment giant still expects uncertainties in the chip industry in 2024, and the demands from memory makers will...
Thursday 25 January 2024
TI may be under more pressure than other IDMs
Texas Instruments (TI) is expected to see more significant impacts from the weak demand in the industrial and automotive markets than other IDMs, according to industry sources.
Thursday 25 January 2024
Apple to obtain initial 2nm capacity from TSMC, sources say
TSMC, which only increases production capacity in response to significant customer orders, has recently established a production expansion strategy aimed at attaining 2nm GAA. Apple...
Wednesday 24 January 2024
ASML orders triple as demand for most-advanced gear soars
ASML Holding NV orders more than tripled last quarter from the previous three months as demand for its most sophisticated machines soared, in a sign that the semiconductor industry...
Wednesday 24 January 2024
Texas Instruments posts disappointing guidance, signaling weakness in chip industry
Amid sluggish demands across the board, Texas Instruments reported declining performance over the past quarter and provided weak financial guidance for the next period, signaling...
Wednesday 24 January 2024
CCL firm Ventec grows presence in car industry supply chain
Taiwan-based Ventec Electronics, which specializes in niche-market copper-clad laminates (CCL) and thermal materials, has effectively penetrated the automotive industry supply chai...
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Tuesday 23 January 2024
BYD crowned China's no. 1 selling car brand for 2023 over VW
BYD Co. overtook Volkswagen AG as China's best-selling car brand in 2023, clear evidence its all-in bet on electric vehicles is paying dividends and helping it pass some of the world's...
Tuesday 23 January 2024
Global server shipments to return to growth in 2024
Global server shipments are expected to rebound in 2024 after a decline in the previous year, according to market sources.
Monday 22 January 2024
Chinese exports of battery material graphite plunge on controls
China's exports of natural graphite, a material used in electric vehicle batteries, plummeted in December after Beijing href="https://www.bloomberg.com/news/articles/2023-10-20/china-strengthens-export-controls-on-some-graphite-items"...
Monday 22 January 2024
Japan chip gear sales to grow 25% in FY 2024, says SEAJ
Sales of Japan-made semiconductor and flat-panel display (FPD) equipment are expected to reach JPY 4.39 trillion (US$29.7 billion) in fiscal year 2024, growing 25.4% year-on-year,...
Friday 19 January 2024
Global EV market grows in 2023 while concerns for soft demand remain
Although the world has experienced an economic downturn and consumer spending decline, data from a South Korean research firm showed that the global EV market kept expanding in 2023...
Friday 19 January 2024
Uncertainties may disrupt German EV market
The electric vehicle (EV) landscape in Germany may see disruption in 2024 as Chinese manufacturers make inroads into the market, and reduced government subsidies put pressure on growth...
Friday 19 January 2024
Wah Lee sees strong materials demand for advanced packaging, AI
Materials distributor Wah Lee Industrial is upbeat about demand supporting advanced chip manufacturing and AI applications.
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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