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NEWS TAGGED 2H23
Thursday 14 September 2023
Memory makers cautious about 2H23 customer shipment pull-ins
The new iPhone 15 series does not include 2TB of storage, and initial sales projections are less optimistic, causing memory manufacturers to be cautious about customer shipment pull-ins...
Wednesday 13 September 2023
Passive component makers look to automotive for 2H23 growth
Taiwan-based passive component makers continue to experience sluggish demand for consumer electronics, placing their hopes on demand for automotive applications to fuel second-half...
Wednesday 13 September 2023
Suppliers see MacBook utilization rates halved in 2H23
Suppliers have seen utilization rates for Apple MacBooks cut in half in the second half of the year compared with the same period in 2022, indicating a sluggish second half of 2023...
Tuesday 12 September 2023
DDI backend firms see lackluster demand in 2H23
The sluggish sales of TVs and notebooks have prompted display driver IC (DDI) backend houses and related backend materials suppliers to be cautious about demand in the second half...
Wednesday 6 September 2023
Huawei Mate 60 Pro and Mate X shows growth potential in the industry
In a market somewhat bereft of high-growth segments, foldable smartphones have emerged as the singular bright spot. Huawei's Mate 60 Pro, featuring 5G, has ignited a surge in sales,...
Monday 4 September 2023
Apple iPhone 15 orders for 2H23 less than iPhone 14's for 2H22, according to DIGITIMES Research
With global smartphone demand likely to remain in a weak state in the second half of 2023, Apple, like all other smartphone brands, also turned conservative with its iPhone shipment...
Thursday 31 August 2023
Fab toolmaker GPTC upbeat about 2H23 operations
Wet process equipment specialist Grand Process Technology (GPTC), reportedly among TSMC's suppliers, is optimistic about its operations in the second half of this year.
Thursday 31 August 2023
Notebook demand outlook for 2H23 remains cloudy
Despite the traditional peak season, the outlook for notebook demand in the second half of this year remains unclear, with order pull-ins for consumer electronics also sluggish, according...
Friday 25 August 2023
Notebook component suppliers land more short lead-time orders
Notebook component suppliers have observed a trend in which their customers increasingly opt for short lead-time orders as opposed to regular ones, according to industry sources....
Thursday 24 August 2023
IC distributor GMI conservative about 2H23
IC distributor GMI Technology has expressed caution about its prospects for the second half of this year, citing uncertainty in demand from new telecommunication tenders and bids.
Monday 21 August 2023
Handset chip backend houses pin hopes on new iPhones to bolster basic shipments in 2H23
Taiwan's mobile phone chips backend supply chain players have recently expressed pessimism about the handset application market outlook. Major OSATs ASE Technology and King Yuan Electronics,...
Monday 21 August 2023
Semiconductor demand remains weak in 2H23; Nvidia only hope
TSMC has recently disclosed that the inventory adjustment activities of the supply chain are extending to the fourth quarter, and have cut its sales forecast. There are also rumors...
Friday 18 August 2023
Network device makers cautious about 2H23 prospects
Taiwan-based network device makers including Zyxel Group and Sercomm continue to see telecom customers engaged in inventory adjustments and remain cautious about their operations...
Friday 18 August 2023
Andes expects 2H23 sales to make up for lackluster 1H
Andes Technology has no grounds for pessimism, according to Frankwell Lin, chairman and CEO of the embedded processor IP provider. With the start of the traditional peak season and...
Thursday 17 August 2023
Taiwan LED firms conservative about 2H23 demand prospects
LED chipmakers and packaging houses, including Ennostar and Everlight Electronics, are conservative about demand during the traditional peak season in the third quarter of 2023.
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DIGITIMES Research Special Report Databases
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