20
Jun
20
Jun
NAND flash price falls may widen to double-digit levels in 3Q22
The 2021 peak demand for NAND flash has passed, and continued downturn in consumer applications is expected to widen price falls for such memory chips to double-digit levels in the third quarter of the year, despite demand for datacenrter and enterprise storage applications remaining strong, according to industry sources.
20
Jun
Busting myths of misinterpretation in ESG reporting (Part 2)
Environmental, social, and governance (ESG) investing has gained considerable prominence, reaching approximately US$35 trillion. This means about 30% to 35% of total global assets management, according to the latest estimates.
20
Jun
Component makers cautious about orders for 2H22
Notebook component makers are turning conservative about orders for the second half as impacts from the war between Ukraine and Russia and China’s COVID lockdowns are expected to undermine demand for notebooks for the rest of 2022, according to sources from the upstream supply chain.
20
Jun
Taiwan backend partners gear up for new AMD, Nvidia HPC chips
Leading CPU and GPU vendors AMD and Nvidia are all set to commercialize brand-new CPU and GPU platforms in 2023, and their backend partners in Taiwan are all gearing up to give full packaging and testing support for their new HPC chips, according to industry sources.
20
Jun
PV modules from Southeast Asia reportedly to see 10% price increase
Prices for PV modules imported to Taiwan from Thailand, Malaysia, Vietnam and Cambodia will reportedly rise by about 10%, according to industry sources.
20
Jun
Everlight to ship miniLED devices for automotive display backlighting
LED packaging service provider Everlight Electronics will begin to ship miniLED devices for automotive display backlighting in second-half 2022, according to company chairman Robert Yeh.
20
Jun
Largan, GSEO see mixed results in May
Smartphone-use lens module maker Largan has reported consolidated revenues of NT$3.148 billion (US$107 million) for May, increasing 0.63% sequentially but decreasing 6.15% on year, while fellow maker Genius Electronic Optical (GSEO) has posted conslidated revenues of NT$808.5 million, slipping 11.23% on sequentially but rising 10.42% on year.
20
Jun
Samsung eyeing closer ties with ASML, Imec
Samsung Electronics vice chairman Jay Y Lee’s recent visits to both ASML in the Netherlands and Imec in Belgium have had industry observers believe that the Korea-based vendor is eyeing closer ties with the two companies for its chipmaking technology competitiveness.
20
Jun
EV startups in dire straits
Tesla CEO Elon Musk recently warned that US electric vehicle (EV) startups Rivian and Lucid could both go bankrupt if they do not significantly lower their costs.