07
Nov
07
Nov
Chicony Electronics expects AI image devices to drive growth in 2H22 revenue
Keyboard and camera module maker Chicony Electronics expects AI image devices to become the main source of growth in second-half 2022 sales.
07
Nov
PC brands increasingly caught between the US and China
Supply chain sources indicated that Microsoft and Dell had requested to have all their IC sources of supply thoroughly checked – to see if any component stems from the Chinese semiconductor supply chain. This seems to be a preparation for a further shift away from China. Such actions are not just limited to US brands either, amid rumors about Chinese brands diversifying their production for survival.
07
Nov
MCU demand remains stable for automotive applications
MCU demand for PC and other consumer electronics applications is expected to see a larger fall in the fourth quarter than in the third, and only 32-bit MCUs for automotive and industrial control applications will remain in stable demand, according to Nuvoton Technology president HL Yang.
07
Nov
Wistron 3Q22 gross margin hits record
ODM Wistron recorded gross margin of 7.15% for the third quarter of 2022, reaching a record high with growth of 0.44 percentage point on quarter and 1.25 percentage points on year, according to the company.
07
Nov
SEA roundup: Indonesia targets producing 2 million electric motorbikes by 2024
Southeast Asian countries are accelerating the pace to switch from fuel vehicles to electric vehicles. Indonesia’s government started with the supply side to target 2 million e-scooters by 2024. Regarding EV batteries, companies in Indonesia, Vietnam, and Thailand are looking for more collaboration opportunities with China.
07
Nov
Taiwanese electronics makers stand good chance in EV industry
Taiwanese electronics manufacturers have been frustrated by the long-standing hierarchy and the closed loop in the automotive industry.
07
Nov
Winbond sees 3Q22 profit hit 6-quarter low
Winbond Electronics, a maker of specialty DRAM and flash memory, has reported net profits falling 48.2% sequentially to a six-quarter low of NT$2.67 billion (US$83.1 million) in the third quarter of 2022. EPS for the quarter came to NT$0.67.
07
Nov
Apple supplier Epistar confident of demand for miniLED chips
LED epitaxial wafer and chipmaker Epistar, in response to the report that Apple may replace miniLED-backlit LCD panels with OLED panels for the iPad Pro to be launched in 2024, is confident that OLED panels are impossible to replace the majority of miniLED-backlit LCD panels, according to company president Patrick Fan.
07
Nov
Phison posts over 30% profit fall in 3Q22
Flash memory controller and module maker Phison Electronics has reported net profits fell about 34% sequentially to a nine-quarter low of NT$1.19 billion (US$37.1 million) in the third quarter of 2022. EPS for the quarter arrived at NT$6.13.