LITE-On's Vietnam-based plant growth is projected to reach NT$10 billion in 2025, having also incorporated servers and casings into its production line. It has the potential to become LITE-ON's largest overseas production base. Meanwhile, the delayed Dallas plant is set to commence mass production in the second half of the year.
LITE-On's Vietnam-based plant growth is projected to reach NT$10 billion in 2025, having also incorporated servers and casings into its production line. It has the potential to become LITE-ON's largest overseas production base. Meanwhile, the delayed Dallas plant is set to commence mass production in the second half of the year.
Although Innolux just turned around in the second quarter of 2024, James Yang, President of the company, recently indicated uncertainties when looking ahead to the third quarter. Demand is expected to decrease, and Innolux's utilization rate will be reduced by about 5%. This slowdown in demand is anticipated to continue until the first quarter of 2025, with hopes for a surge in AI-related product replacements in 2025, leading to better notebook demand.
Although Innolux just turned around in the second quarter of 2024, James Yang, President of the company, recently indicated uncertainties when looking ahead to the third quarter. Demand is expected to decrease, and Innolux's utilization rate will be reduced by about 5%. This slowdown in demand is anticipated to continue until the first quarter of 2025, with hopes for a surge in AI-related product replacements in 2025, leading to better notebook demand.
As the US presidential election 2024 heats up, it's impacting geopolitical changes at many levels. However, the notebook supply chain points out that while there's an increase in customer inquiries, there are no concrete actions yet. The supply chain indicates the main issue is the limited growth of the overall notebook market. Manufacturers are producing, but no one is operating at full capacity.
As the US presidential election 2024 heats up, it's impacting geopolitical changes at many levels. However, the notebook supply chain points out that while there's an increase in customer inquiries, there are no concrete actions yet. The supply chain indicates the main issue is the limited growth of the overall notebook market. Manufacturers are producing, but no one is operating at full capacity.
PCB and CIS supply chain manufacturers are expected to see explosive orders for the iPhone 16, Apple's first AI smartphone module equipped with the A18 chip, as the peak season for iPhone shipments approaches.
PCB and CIS supply chain manufacturers are expected to see explosive orders for the iPhone 16, Apple's first AI smartphone module equipped with the A18 chip, as the peak season for iPhone shipments approaches.
Due to the continuous expansion of production capacity in China, the polarizer industry is facing a problem of oversupply that exceeds even the demand for panel productions.
Due to the continuous expansion of production capacity in China, the polarizer industry is facing a problem of oversupply that exceeds even the demand for panel productions.
Charles Shen, Chairperson of Zhen Ding, the major PCB company, stated that the first half of 2024, as in previous years, is the off-season for operations. However, compared to the lower point in the same period of 2023, there will still be annual growth. Shen emphasized that 2024 is a year of operational recovery for Zhen Ding, and the company will continue to implement its strategy of "aiming global, aiming high."
Charles Shen, Chairperson of Zhen Ding, the major PCB company, stated that the first half of 2024, as in previous years, is the off-season for operations. However, compared to the lower point in the same period of 2023, there will still be annual growth. Shen emphasized that 2024 is a year of operational recovery for Zhen Ding, and the company will continue to implement its strategy of "aiming global, aiming high."
Taiwan-Asia Semiconductor Corporation (TASC), in its transition from optoelectronic sensing, reported a post-tax loss of NT$38 million in the first quarter of 2024.
Taiwan-Asia Semiconductor Corporation (TASC), in its transition from optoelectronic sensing, reported a post-tax loss of NT$38 million in the first quarter of 2024.
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.
Taiwan-Asia Semiconductor Corporation (TASC), in its transition from optoelectronic sensing, reported a post-tax loss of NT$38 million in the first quarter of 2024.
Taiwan-Asia Semiconductor Corporation (TASC), in its transition from optoelectronic sensing, reported a post-tax loss of NT$38 million in the first quarter of 2024.
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.
EISO, the PCB factory, participated in the Satellite 2024 Conference & Exhibition held in Washington DC, USA for the first time, marking the company's entry into Low-Earth Orbit (LEO) satellite applications. This shows EISO's shift of focus to a high-end application of PCB technology, aside from their continuing efforts on domestic and international markets for electric-assisted bicycles (e-bikes).
EISO, the PCB factory, participated in the Satellite 2024 Conference & Exhibition held in Washington DC, USA for the first time, marking the company's entry into Low-Earth Orbit (LEO) satellite applications. This shows EISO's shift of focus to a high-end application of PCB technology, aside from their continuing efforts on domestic and international markets for electric-assisted bicycles (e-bikes).
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