Financial reports of leading distributors reveal that cyclical differentiation points to where the growth liesThe financial reports of the four leading distributors have been fully disclosed. Among them, the performance...

[Core Information] HBM production capacity is squeezed, SK Hynix DDR5 memory price is rumored to increase1. It is rumored that SK Hynix’s DDR5 price will increase by 15%-20%, and HBM’s production capacity squeeze is the...

[Core Information] TSMC acquires Innolux panel factory, Texas Instruments receives factory construction subsidies1. TSMC acquires Innolux panel factory to increase investment in advanced packagingTSMC isNT$17.14 billionA...

[Core Information] Microchip encountered a cyber attack, and memory prices at two Korean factories increased.1. Microchip suffered a cyber attack and order fulfillment was affectedMicrochip has recently detected suspicio...

Consolidating the foundation has achieved remarkable results, and component and equipment companies actively participated in the 104th China Electronics ShowElectronic components and high-end manufacturing equipment are...

Quick overview of hot search materials: Server / Radio Frequency / Communications / AIThe current electronics market is in the traditional off-season, but the peak season is expected to heat up;AI Server, Radio Frequency...

2024 Munich South China Electronics Production Equipment Exhibition｜Pre-registration is in full swing and will kick off in Shenzhen in October2024 South China International Intelligent Manufacturing, Advanced Electronics...

[Core Information] ADI is optimistic about quarter-on-quarter growth in the fourth fiscal quarter, and DRAM is expected to increase in overall priceADI Q3 revenue declines year-on-year, Q4 expected to pick up QoQ growthA...

Chains gather together to show new advantages in electronic manufacturing - Shenzhen International Electronic Components and Materials Procurement Exhibition sets sail!Goldman Sachs’ research and judgment pointed out tha...

[Core Information] Nvidia’s revenue doubled, Micron acquired panel factory to develop packagingNvidias performance surges sharply, data center business becomes core pillarNvidias financial report for the second quarter o...