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Wednesday 20 September 2023
Why are NAND flash prices soaring?
The prices of NAND flash memory have experienced an unforeseen increase, occurring earlier than anticipated, according to industry sources.
Tuesday 19 September 2023
Memory makers see end-market demand still lag behind supply
Memory makers continue to see end-market demand trail behind supply, but a recent surge in spot prices has prompted channel distributors and retailers to stockpile in anticipation...
Thursday 14 September 2023
iPhone 15 to drive up flexible AMOLED prices
Despite the ongoing slump in the smartphone market, shipments of display panels are showing signs of steady recovery. Industry insiders are also eyeing a potential price hike, especially...
Wednesday 13 September 2023
Memory module houses to gain from NAND price rally
A recent supply-driven rally in NAND flash prices will allow memory module manufacturers to profit from previously accumulated low-price inventory, according to industry sources.
Wednesday 13 September 2023
TSMC to invest in Arm and Intel subsidiary IMS Nanofabrication
TSMC's board of director has approved plans to invest up to US$100 million in Arm, based on Arm's IPO share price. Separately, the board approved the purchase of a minority stake...
Friday 8 September 2023
Memory module houses hesitant to sell NAND flash inventory at low prices
Memory module manufacturers' reluctance to sell existing NAND flash inventories at low prices has driven up spot market prices since the end of August, according to industry source...
Wednesday 6 September 2023
Chipmakers should brace for mounting costs, says GlobalWafers chairperson
The division of labor in the semiconductor industry is advantageous for cost reduction. However, geopolitical hazards have increased in recent years, prompting countries to pursue...
Tuesday 5 September 2023
Chinese IC design firms continue to support domestic manufacturing
Chinese IC design firms continue to aggressively promote the strategy of pursuing domestic manufacturing while competing on price, still posing a threat to their fellow Taiwanese...
Thursday 31 August 2023
LCD TV panel prices likely to stabilize soon
After experiencing a half-year surge, LCD TV panel prices continue to show an uptick in late August. However, as the end of the third quarter approaches, industry insiders anticipate...
Thursday 31 August 2023
NAND flash spot prices rise
NAND flash memory suppliers appear determined to raise prices, resulting in a modest increase in spot market prices for August, according to industry sources.
Wednesday 30 August 2023
Chinese IC design houses aggressive in price cuts
Chinese IC design houses continue to exhibit a proactive approach toward reducing prices, which has the potential to trigger a new wave of mergers within the industry, according to...
Tuesday 29 August 2023
Memory module houses put growing focus on non-Chinese markets
Team Group and other Taiwan-based memory module houses have increasingly prioritized their expansion into non-Chinese markets due to intense price competition in the Chinese retail...
Friday 25 August 2023
Notebook price cuts to stay fierce until end-2023
The current market for notebooks is witnessing intense price reductions initiated by both retailers and brand vendors, a trend that is anticipated to persist until the end of this...
Thursday 24 August 2023
Chinese OSATs cut prices further
Chinese OSATs with support from government subsidies have reduced their prices further in an effort to secure more orders, whereas first-tier semiconductor backend services providers...
Wednesday 23 August 2023
China's price war slightly affects Geely's gross profit margin in 1H23
China-based Geely Automobile's profitability has remained stable in the first half of 2023. While the company saw its revenue grow by more than 25% from 2022, its gross profit margin...
Next-Gen Intelligence
Global server shipment forecast and industry analysis, 2022
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research