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NEWS TAGGED ANALYSIS
Thursday 15 February 2024
OpenAI's trillion-dollar chip plan can end well if right move is made
Nvidia's many customers, including Open AI CEO Sam Altman, are trying to find ways to cut dependency on its AI chips. While specialists have pointed out that Altman's lack of understanding...
Tuesday 6 February 2024
SMIC reportedly building 5nm capacities in Shanghai to produce Huawei's smartphone and AI chips
SMIC is said to have set up a new semiconductor production line in Shanghai and hopes to utilize its existing US and Dutch manufacturing facilities to mass-produce Huawei HiSilicon's...
Monday 5 February 2024
Eeny meeny miny SMIC: US removes China's SMIC HK from military companies list
SMIC Hong Kong International Company Limited (SMIC HK) has been removed from the US Department of Defense (DOD) 1260H list of Chinese military companies.
Friday 2 February 2024
AMD's MI300 steals the show of AI PC processors
Although AI PC has become a hot topic the market has been following lately, AMD's AI GPUs, such as the MI300, were the center of attention during AMD's latest earnings call.
Tuesday 30 January 2024
South Korea prepares for Micro LED seachange
Apple's anticipated introduction of Micro LED panels into smartwatches may have caught South Korea, which has long invested in OLED off guard.
Tuesday 30 January 2024
Samsung throws down the gauntlet to Chinese rivals
For Samsung, 2024 is a crucial year to catch up, both in the Chinese market and globally.
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry...
Friday 26 January 2024
Intel reportedly to integrate Samsung's LPDDR5X in Lunar Lake CPU by 3D packaging
Samsung Electronics and Intel have long competed with each other for first place in the fierce global semiconductor IDM market, and a fierce battle for orders and rankings has begun...
Thursday 25 January 2024
India special report: Made-in-India is taking off
India is a major global market for consumer electronics and has begun developing its electronics manufacturing supply chain.
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.
Wednesday 24 January 2024
Huawei unveils Kirin 9000W, but what's the difference with the 7nm Kirin 9000S?
The flagship Huawei MatePad Pro 13.2-inch tablet computer, recently released in countries such as Malaysia, Italy, and Saudi Arabia, is equipped with an 8-core Kirin 9000W processor...
Tuesday 23 January 2024
Emerging carmakers present new challenges to suppliers
As the global EV market grows, more emerging automakers have risen. They innovate car designs and production. Moreover, these companies have created new rules for their collaboration...
Monday 22 January 2024
Singapore repitch incentives for TSMC to produce advanced chips there
Taiwan Semiconductor Manufacturing Company (TSMC) recently disclosed its overseas expansion progress and plans in its earnings report conference on January 18 and expressed interest...
Monday 15 January 2024
Chinese satellite industry plays catchup as application and chip innovations hold the key forward
China's satellite industry is expecting a high-growth period driven by an increasing number of application scenarios, especially in the mobile and automotive sectors. Entering 2024,...