Novatek (3034.TT): It's the Low Season in 1Q24F; AI Is Gradually Added to Different Applications.
The 4Q23 was higher revenue and earnings compared to 4Q22. 1Q24F is expected to be a slow season for consumer electronics. The company has...
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Novatek (3034.TT): Reserved IPhone 16 DDIC for 3Q24F Shipment; 1Q24F Outlook Bright.
Novatek has reserved DDIC for iPhone future shipment, with an expected increase in demand since 3Q24. However, there may be a slowdown in 2Q24 due...
427 Views
Novatek (3034.TT): It's Likely Quarterly Sales Will Return to Normal Seasonality in 2024F.
It's likely that quarterly sales will return to normal seasonality in 2024F. It is likely that quarterly sales will return to normal seasonality in...
495 Views
Novatek (3034.TT): Re-Qualify IPhone OLED Display DDIC; the Downturn Might Be Ending Soon.
Novatek's outlook is expected to be slightly negative QoQ in 4Q23F. The Apple iPhone 16 qualification samples of Novatek OLED DDIC is targeting to...
624 Views
Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC
Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...
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