TSMC shatters records with July surge fueled by Apple, Intel, and Nvidia orders
TSMC demonstrated strong growth momentum in July 2024 amidst the slow recovery of the semiconductor market.
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Aug
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Aug
Consumer electronics peak season boosts AmTRAN’s 3Q performance outlook
Driven by higher consumer electronics demand and foreign exchange gains, AmTRAN achieved profitability for the fourth quarter. The company anticipates continued growth due to rising orders, with operational performance expected to reach new highs.
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Aug
Supermicro targets revenue surge to US$30 billion in 2025
Supermicro’s fiscal year revenue surged 110% by the end of June 2024, hitting nearly US$15 billion.
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Aug
Chang Wah Electromaterials appoints new CEO as subsidiary CWTC announces major US$100M expansion in Malaysia
Chang Wah Electromaterials Inc. (CWE), a leading semiconductor materials and distribution company based in Taiwan, recently held a board meeting where the promotion of General Manager of Sales, Thomas Huang, to CEO was approved.
09
Aug
Qisda’s forecasts revenue growth as inventory adjustments gradually stabilize
At Qisda’s earnings call on August 7, Chairman and CEO Peter Chen announced that the company expects revenue and profits to rise quarterly in 2024. While the first half of the year continued the sluggish trend seen across most industries in late 2023, improvements are anticipated in the second half. Chen projected that 2024 will outperform 2023, with even stronger results expected in 2025.
09
Aug
Nvidia’s ecosystem ambition
SIGGRAPH 2024 felt especially like a celebration party hosted by Nvidia, which has been sponsoring SIGGRAPH every year since 2020. Nvidia’s presence was everywhere at this annual conference centered around computer graphics: 20 papers at the intersection of generative AI and simulation, Gen AI Day, developer education sessions, OpenUSD announcements… the list goes on.
09
Aug
TSMC posts over 20% revenue surge in July
TSMC has reported revenue of NT$256.95 billion (US$7.94 billion) for July 2024, up 23.6% sequentially and 44.7% year over year.
09
Aug
With AI fueling AR and VR industries, South Korean micro LED component makers target backplane market
The augmented reality (AR) and virtual reality (VR) device market, after experiencing a period of stagnation, is seeing renewed growth momentum with the development of AI technology. South Korean microdisplay component makers are accelerating their entry into the AI glasses market.
09
Aug
Taiwan-based PCB industry navigates sustainability demands amid SEA expansion
Approaching the final quarter of 2024, major PCB and IC substrate manufacturers are expanding operations in Southeast Asia to reduce dependence on Chinese production. Needless to say, geopolitical tensions are poised to impact the PCB and IC substrate ecosystem in 2025. In addition, environmental concerns are pushing PCB makers to address carbon reduction demands from key clients lest they lose orders in an increasingly eco-conscious market.
09
Aug
I-Chiun targets AI server market with advanced heat spreaders, expects orders to double by 2H25
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half of the year, bolstered by smooth product validations by major semiconductor clients.