MediaTek posts revenue and profits declines in 4Q22
Fri 2:42am By DIGITIMESMediaTek has reported an over 40% sequential decline in net profits for the fourth quarter of 2022, with revenue decreasing nearly 24% on quarter, despite record-high sales and profit results for the entire year.Chunghwa Telecom sets aside 2023 capital expenditure budget of over NT$35 billion
Fri 2:21am By Adam HwangTaiwan's Chunghwa Telecom (CHT) has set aside a capital expenditure budget of NT$35.31 billion (US$1.18 billion) for 2023 mainly for expanding IDC (Internet data center) capacity, investment in additional submarine cable systems and continued deployment of…Foldable phone may not be enough to save Samsung from unprecedented crisis
Fri 2:19am By Jack WuDespite still being the smartphone market leader, Samsung is losing to Apple in the high-end market while being pursued by Chinese brands in the mid-to-low tier market. Samsung has hoped that foldable phones can save its business. However, with Samsung's…Acer e-Enabling Service Business to establish subsidiary in China
Fri 2:09am By Adam HwangAcer e-Enabling Service Business (AEB), Acer's subsidiary provider of cloud computing-based digital solutions, will set up a subsidiary in Shanghai, China, in the first half of 2023, according to company president Chou Hsin-jung.Montage Tech enters mass production of PCIe 5.0/CXL 2.0 retimer
Fri 2:07am By Willis KeChina-based Montage Technology, dedicated to memory interface products and PCIe retimer chips, has recently kicked off volume production of its latest PCIe5.0/CXL 2.0 retimer, which adopts advanced signal conversion technology to boost signal integrity and…Taiwan-based listed electronics firms record US$953 billion in total 2022 sales
Fri 2:04am By DIGITIMESAll firms with considerable business scales in Taiwan's electronics industry are publicly traded. When they release their tentative annual financial indicators, we can already grasp the growth momentum of the industry, as well as the interactions between…Apple saw worst holiday performance in 4 years, but sees hope in India
Fri 1:47am By DIGITIMESAs seen on Apple's latest financial results, the world's largest company by market cap suffered from a weak economy and supply constraints that led to the worst holiday performance for Apple in four years.Qualcomm posts revenue drop in fiscal 1Q23; automotive chip sales jump 58%
Fri 1:40am By DIGITIMESQualcomm has reported revenue declined 12% on year to US$9.5 billion in its fiscal first quarter, with its QCT (Qualcomm CDMA Technologies) business generating nearly US$7.9 billion.Are customized mobile SoCs becoming a real new trend?
Fri 1:36am By Willis KeWhile Chinese handset vendors such as Oppo, Vivo and Xiaomi are aggressively moving to develop in-house chips to differentiate their product functions, mobile SoC specialists Qualcomm and MediaTek are also joining the differentiation arena by providing…Bosch signs with Beijing Automotive to deliver high-end automotive products
Fri 1:26am By DIGITIMESBosch China signed a strategic partnership with China's state-owned Beijing Automotive Group (BAIC) on Feb 1, strengthening ties with the leading supplier in the space of smart cockpit, smart driving, and automotive connectivity, according to the Group.Growing EV penetration boosts demand for charging infrastructure
Fri 1:18am By Rodney ChanThe growing penetration of electric vehicles (EV) has boosted demand for charging infrastructure, with China, the US, the EU, Japan, Korea, India and other countries making efforts installing charging piles and stations.WPG sees customer inventories return to normal by 2Q23
Fri 1:15am By Willis KeInventories at downstream system makers are expected to return to healthy levels in the second quarter of 2023, but those at upstream components suppliers will take more time to digest and may not fall to normal status until the end of the year, according to…Memory chip inventories continue to swell
Fri 1:09am By Jessie ShenMemory chipmakers including major ones have come under intense inventory pressure, prompting suppliers engaged in the industry supply chain to be cautious about shipment pull-ins from terminal device customers that may not take place until the fourth quarter…Infineon posts record quarterly margin for 1Q23, defying weakening greenback
Fri 1:07am By DIGITIMESGermany-based semiconductor IDM Infineon reported a sequential decline in revenue for the first quarter of FY2023 (quarter ended on Dec 30, 2022). The company cited weakening demand in consumer applications due to macroeconomic uncertainties, but said its…Power supply maker AcBel Polytech looking to expand US client portfolio
Fri 12:51am By Rodney ChanThrough its recent acquisition of ABB's power conversion division, Taiwan-based AcBel Polytech is looking to grow its US client portfolio, according to the company's newly appointed COO Olivia Liao.Robust demand drives China's NEV global market share to record 63%
Fri 12:46am By DIGITIMESWhile COVID-19 posed a great challenge for China's automotive industry last year, the country saw its new energy vehicle (NEV) market grow. According to China Passenger Car Association (CPCA), China accounted for 63% of global NEV sales in 2022, maintaining a…Japanese chip equipment makers closely watch new export bans on China; Canon sees limited impacts
Thu 10:04pm By DIGITIMESWith US officials acknowledging that Washington has indeed been in talks with the Japanese and Dutch governments regarding new restrictions on semiconductor equipment exports to China, many have speculated how such a deal would impact chip equipment makers in…Slow PC chip inventory depletion rates dash hopes of IC design houses
Thu 9:41pm By Willis KeTaiwan's IC design houses are expected to breath a slight sigh of relief in late first quarter or the second quarter thanks to frequent influx of rush orders, but end-market sources said current chip inventories, particularly those for PC applications, have…China automotive market will see strong rebound in 2H2023, VW CEO says
Thu 9:31pm By DIGITIMESVolkswagen Group CEO Oliver Blume is visiting China. He said the country's automotive market will make a robust comeback in the second half of this year. In addition, Blume also stated that Volkswagen will not be dragged into the EV price war started by Tesla.Samsung to make Galaxy S23 in India
Thu 9:25pm By DIGITIMESSamsung will manufacture the latest flagship S23 series in India, a move expected to lower the price and hence solidify its top status in India's smartphone market that Samsung just regained in the latest quarter.Universal Robots, Techman positive about cobot demand in Taiwan
Thu 9:22pm By Eifeh StromUniversal Robots (UR) and Techman Robot, the world's top two collaborative robot (cobot) suppliers, are optimistic about the growth potential of the overall and Taiwan markets.Avnet expects U-shaped semiconductor recovery
Thu 9:18pm By Eifeh StromThe semiconductor market is expected to experience U-shaped recovery, according to Prince Yun, president of Asia Pacific at Avnet, an international IC distributor.Foodland Ventures optimistic about prospect of Taiwan agrifood tech amid global automation and…
Thu 9:11pm By DIGITIMESOptimistic about the global agri-food tech market of over US$500 billion per year, the estimated value of the investment portfolio of Foodland Ventures in the relevant industries has also surpassed US$250 million. Mr. Victor Chen, Founder & CEO of Foodland…Nexperia steps up investment in WBG semiconductors
Thu 9:08pm By Eifeh StromNexperia is stepping up its investment in wide-bandgap (WBG) semiconductors, according to Steven Lin, president of Nexperia Taiwan.MediaTek to see headwinds challenge sales in 1H23
Thu 8:56pm By Jessie ShenMobile SoC specialist MediaTek will still see headwinds from the handset market challenge its operations in the first half of 2023, according to market sources.PlayNitride mulls 8-inch microLED chip production
Thu 8:50pm By Steve ShenTaiwan-based LED chipmaker PlayNitride is considering manufacturing microLED chips using 8-inch wafers, with subcontract trial lines likely to become available in the first half of 2023, according to industry sources.Chinese foundries are quietly making equipment purchases
Thu 8:46pm By Jessie ShenChina-based foundries are buying fab tools in a low-profile manner, according to sources at semiconductor equipment suppliers.South Korea vendors to scale up OLED panel output in 2023
Thu 8:41pm By Steve ShenSamsung Display (SDC) and LG Display (LGD) will ramp up their OLED panel output in 2023 to fend off competition from Chinese rivals, according to sources at the TV supply chain makers.EIH eyeing closer tie with Readmoo
Thu 8:38pm By Steve ShenTaiwan-based e-paper solutions provider E Ink Holdings (EIH) and its associated company Netronix are establishing partnerships with China-based Readmoo, enabling the Chinese e-book maker to launch its first colored e-book in traditional Chinese recently.Lithium pricing likely in decline throughout 2023
Thu 1:27am By Rodney ChanFalling lithium carbonate prices in China are giving a reprieve to battery and electric vehicle makers, promising improvements to the overall industry structure, according to reports from China.
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