SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited gross margin, trailing behind that of its peers, highlights the intense competition in China's semiconductor market despite strong demand from IC design houses
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue to steer the US policy towards its established course, they are bracing for more trade restrictions that may force them to adjust their global deployments
Egis Technology (EgisTec), recently transformed into the ASIC business, has signed a strategic cooperation agreement with South Korean chip design company Asicland. The two companies will collaborate on developing AI high-performance computing (HPC) server chiplet designs, encompassing CPU Die, AI Die, IO Die, IP licensing, advanced CoWoS packaging development, and various other technologies
Huawei's HarmonyOS is encountering significant hurdles in its path to successful commercialization. However, since its launch, Huawei has integrated the digital yuan into HarmonyOS, reflecting a departure from traditional commercialization strategies
Kioxia has officially inaugurated its second building (K2) and a new management office at its Kitakami factory in Iwate Prefecture. While navigating through industry headwinds, the company maintains an optimistic outlook on growth prospects, particularly in the AI sector
Amid US export curbs, Chinese tech giant Huawei is allegedly offering triple salaries to entice Taiwanese semiconductor engineers, particularly those from TSMC, to join its ranks
Toyota's major automotive component suppliers have revised their financial guidance downward for the fiscal year ending in March, according to their latest financial results
The US currently holds a technological advantage in the field of AI, but China has considerable potential to catch up, especially in the application sector, according to Kai-Fu Lee, former head of Google China
Donald Trump's potential return to the White House has done little to dispel Beijing's anxiety about the direction of US policies concerning China. The next Trump administration's policies are likely to follow the country's mainstream opinion that favors an even higher and wider trade barrier against China
Japan's component manufacturer Kyocera Corporation is experiencing a downturn in its semiconductor organic packaging materials business. Current demand has not met previous forecasts, and recovery will take time
Formula 1 has long been the arena for world-renowned racing teams and drivers. Now, with the rise of AI and cutting-edge technologies, it has also become a major battleground for tech giants like Lenovo, racing to lead in AI-powered solutions
Datang has initiated legal proceedings against Unisoc, seeking damages of CNY680.5 million (approx. US$95.8 million) over the latter's alleged failure to honor a payment agreement for a joint technology development project
While Apple anticipates a slight slowdown in revenue growth for the fourth quarter, industry analysts are optimistic that the Single's Day e-commerce promotion, along with price cuts from various vendors, generative AI (GenAI) applications, and the traditional peak sales season, will collectively give smartphone sales a positive boost
At the close of October 2024, China and Japan disclosed automotive export figures covering January to September. DIGITIMES Research noted that China's lead over Japan, first achieved in 2023, has continued to expand throughout 2024 as China's vehicle exports meet international standards and capture key market opportunities
