Articles


2023-12-04

[News] Chinese panel makers cut production to shield TV panel prices, opening opportunities for Taiwanese firms

China's top panel makers, including BOE, TCL CSOT, HKC, and CEC-CHOT, are cutting production to support TV panel prices. Speculations indicate a capacity utilization drop below 60% in the first quarter, benefiting Taiwanese panel companies like Innolux and AUO. Despite these efforts, industry source...

2023-12-04

[News] Silicon Photonics Reshapes the Future; TSMC, ASE Ready to Seize Market Share

According to a report from Taiwan's Commercial Times, industry experts assert that Silicon Photonics (SiPh) is poised to revolutionize the cloud industry as communication transmission speeds surge beyond 1.6 Tbps. Utilizing Co-Packaged Optics (CPO) for integration, SiPh combines optical components a...

2023-12-04

[News] Strong Demand for AI Testing Boosts Revenue Outlook for OSAT like ASE Holdings, KYEC and Sigurd

The AI landscape witnesses a robust surge with the consecutive launches of AMD's "Instinct MI300" series AI chips and NVIDIA's upcoming "B100" GPU structure. This wave of innovation propels a flourishing demand for AI-related Outsourced Semiconductor Assembly And Test Services (OSAT), surpassing in...

2023-12-04

[News] Latest Updates on Five Semiconductor Companies Projects in China

Advancements continue in China's semiconductor landscape with progress reported in five major semiconductor projects. Companies like BYD Semiconductor, Empyrean Technology, CGEE, Sinopack, and CETC (Shanxi) have witnessed recent developments across semiconductor materials, design, packaging and test...

2023-12-04

[News] SK Hynix Signs Prioritized Supply Agreement with NVIDIA for HBM3e, 2023 Q4 Revenue Expected to Surpass KRW 10 Trillion Again

According to the expreview's report, due to the surge in demand for AI applications and the market's need for more powerful solutions, NVIDIA plans to shorten the release cycle of new products from the original 2 years to 1 year. Regarding its HBM partner, although validations for various samples ar...

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