The launch of generative AI-capable devices and a significant increase in smartphone replacements have led to substantial growth in TDK’s small lithium-ion battery segment. Moreover, the depreciation of the Japanese yen has further enhanced the company’s financial performance.

The global semiconductor market is experiencing strain as inventory adjustments across the electronics sector weigh heavily on growth. According to DIGITIMES Research, the Outsourced Semiconductor Assembly and Test (OSAT) industry is projected to see a 15% revenue decline in 2023, dropping to US$35 billion.

8月5日消息，根据洛图科技（RUNTO）发布的《全球LCD电视面板市场月度追踪》最新报告，2024年上半年，全球大尺寸液晶电视面板出货量为118.4M片，同比上涨1.5%；出货面积达87.2M平方米，同比上涨8.6%。

群创计划出售其位于台南的四厂（5.5代LCD面板厂），该厂于2023年关闭。近期市场传言，美光和台积电都在积极勘查，并有意收购。最新消息显示，该厂几乎确定由台积电成功收购，主要目的是为了扩充CoWoS（Chip-on-Wafer-on-Substrate）产能。对此，相关厂商均表示不回应市场传闻。