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02 Nov

Tata reportedly in hiring mode for iPhone parts plant

November 2, 2022
By jeff

In a bid to benefit from Apple’s supply chain diversification and the emerging electronics manufacturing industry in India, Tata is looking to multiply its workforce for its mobile manufacturing business in the next two years, eyeing iPhone production.

02 Nov

Latest News and Trends

Automotive chip demand drives NXP revenue growth in 3Q22

November 2, 2022
By jeff

Thanks to a diversified product portfolio across consumer, industrial, and automotive, NXP reported better-than-expected third-quarter revenue amid a rapidly ending boom of the semiconductor industry lasting for years.

02 Nov

Latest News and Trends

Micron ships DRAM built using 1-beta process node

November 2, 2022
By jeff

Micron Technology has announced that the company is shipping qualification samples of its 1β (1-beta) DRAM technology to selected smartphone manufacturers and chipset partners.

02 Nov

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Toyota sees operating income decrease, scaling back production forecast for FY2023

November 2, 2022
By jeff

The world’s largest automaker by sale reported a profit decline for the April-September period, mainly due to the rising raw material prices. Moreover, as the supply for some semiconductor types is still tight, Toyota has reduced its vehicle production forecast for FY2023 by 500,000 units.

02 Nov

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Ford: IRA credits for commercial EV super important

November 2, 2022
By jeff

Ford Motor Company announced at the latest earnings call on Oct 26 that it will shift investments in developing L4 autonomous driving technology to enhancing L2 and L3 ADAS technologies. CEO Jim Farley also added that the IRA tax credits for commercial vehicles will be “super important” for Ford.

02 Nov

Latest News and Trends

First-tier backend houses see falling capacity utilization rates

November 2, 2022
By jeff

ASE Technology and other first-tier IC backend houses have seen their fab capacity utilization rates start loosening, as fabless clients have also begun to ask them to defer order fulfillment amid sluggish end-market demand, after doing so to second-tier backend partners, according to industry sources.

02 Nov

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AMD 3Q22 result shows server, gaming biz growth offsets PC weakness

November 2, 2022
By jeff

AMD announced 3Q22 revenue of US$5.6 billion on November 1, up 29% year-on-year. Analysts remain optimistic about its ability to continue growing market shares in the server market.

02 Nov

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Co-Tech sees pick-up in 4Q22 shipments for servers

November 2, 2022
By jeff

High-frequency, high-speed Copper foil maker Co-Tech Development has seen a pick-up in shipments for servers in the fourth quarter of 2022, with the shipments poised to grow further in 2023, according to the company. Server products account for around 15% of Co-Tech’s revenue in 2022.

02 Nov

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Taiwan ABF substrate suppliers to embrace sales growth in 4Q22

November 2, 2022
By jeff

Taiwan-based IC substrate specialists Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are poised to generate sequential revenue increases in the fourth quarter of 2022, buoyed by the still-robust ABF substrate demand, according to industry sources.

02 Nov

Latest News and Trends

Wiwynn 3Q22 revenues, net profit hit records

November 2, 2022
By jeff

Server ODM Wiwynn recorded consolidated revenues of NT$79.674 billion (US$2.50 billion), gross margin of 8.09%, operating profit of NT$4.877 billion, net profit of NT$4.316 billion and net EPS of NT$24.69 for the third quarter of 2022, with consolidated revenues and net profit being the respective historically highest quarterly levels.

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