Although initial demand for HPC and AI smartphone chips is expected to remain strong as the traditional peak season approaches, recent observations indicate potentially lower-than-expected...
The prime season for the stocking of new products is rapidly approaching, and the outlook for Taiwan's export orders is optimistic, market sources believe.
In the latest budget, India reduced import taxes for smartphones and components, as well as 25 critical metals to develop local manufacturing ecosystems. India also increased import...
TSMC has witnessed an increase in orders from Chinese customers seeking super hot runs (SHR), for which they are willing to pay a 40% premium, according to industry sources.
As Japan prepares to import its first-ever EUV lithography systems, ASML, the sole technology provider, plans to boost its local workforce significantly.
On July 21, US President Joe Biden officially announced his decision to withdraw from the 2024 presidential race amid growing pressure from within the Democratic Party. Biden stated...
When will AI PC dividends start to pay off for the chip industry? This question has been closely followed by many in the industry during the first half of 2024. The launch of Copilot+PC,...
Recent rumors suggest that Apple is conducting research and development for its first "foldable iPhone," with a potential release targeted for 2026. Industry sources believe that...
Although still leading in OLED panel production globally, South Korea now faces a fierce challenge from China's rapidly advancing display panel industry and this shift has sent shockwaves...
TSMC's high-performance computing (HPC) revenue share continued to rise in Q2 2024, boosting overall performance. Although Samsung Electronics aims to increase its HPC sales proportion,...
The buzz around AI smartphones is palpable, but their widespread adoption and impact on upgrade demand are expected to become more significant in approximately two years.
Yangtze Memory Technologies (YMTC) has filed a lawsuit against Micron Technology in the US, accusing the American memory vendor of infringing its 3D NAND patents in a range of prod...
A day before India unveils its Union Budget for the current fiscal year, the country is seeing increasing value addition in the global supply chain, exemplified by the rising iPhone...
Joe Biden, President of the United States, has announced his withdrawal from the 2024 presidential election, creating shockwaves in the current political landscape and significantly...
Nvidia is reportedly developing a flagship AI chip specifically for the Chinese market to comply with US restrictions on the export of advanced semiconductors. According to sources,...
