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Monday 5 August 2024
Semiconductor industry shifts to AI: Chipmakers reallocate resources and grapple with talent crunch
Over the past two years, the semiconductor industry has undergone a dramatic transformation, shifting its focus to AI development. This shift has driven chipmakers to significantly...
Monday 5 August 2024
Huawei reportedly to introduce shared memory for next PC chip
Huawei reportedly mimics Apple by designing a chip with shared memory to improve its chip performance amid US sanctions and develop its in-house chip infrastructure ecosystem.
Monday 5 August 2024
Apple's Chinese revenue falls short amidst rising competition; reliance on Apple Intelligence proves challenging
Apple reported weaker-than-expected revenue in China, facing increasing competition from Chinese rivals. The company's only recourse is to leverage Apple Intelligence to counter these...
Monday 5 August 2024
Apple faces tough road ahead in China despite growing revenue
Apple announced stellar results for the second quarter of 2024, with record-high revenue fueled by strong sales of iPads, PCs, and services. However, the company's performance in...
Friday 2 August 2024
Apple iPhone SE4 to use OLED panels from BOE and LGD
LG Display (LGD) is expected to become the second supplier of OLED panels for Apple's iPhone SE4, slated for release in the first half of 2025. Samsung Display (SDC) will focus primarily...
Friday 2 August 2024
Partners turned rivals: Microsoft labels OpenAI as competitor despite strong partnership
The relationship between Microsoft and the AI startup OpenAI may be getting complicated, as Microsoft has included OpenAI on its list of competitors in its annual report, alongside...
Friday 2 August 2024
Flagship smartphone AP market to heat up in 2H24
As the flagship smartphone AP battleground officially enters the 3nm era in the second half of 2024, MediaTek, Qualcomm, and Apple are all said to be preparing chips with vast performance...
Friday 2 August 2024
Apple faces challenges in China, with revenue impacted by strong dollar
Apple's performance in the past quarter was impacted by a strong dollar, with the Chinese market continuing to pose significant challenges. Additionally, the company offered limited...
Thursday 1 August 2024
Taiwan III-V IC suppliers see flat client shipment pull-ins
Despite the imminent release of new models, such as the iPhone, Taiwan-based III-V compound semiconductor companies continue to identify flat client shipment pull-ins.
Wednesday 31 July 2024
Apple reportedly opposes Tata-Vivo partnership as Vivo celebrates 10th anniversary in India
Rumors circulated that the Tata Group was in advanced talks to acquire 51% of Vivo's assets in India, amid rising pressure from the Indian government against Chinese investors. However,...
Wednesday 31 July 2024
SDC, LGD to advance OLEDoS microdisplay with tandem OLED technology
Samsung Display (SDC) and LG Display (LGD) are planning to incorporate their tandem OLED technology into OLEDoS (OLED on Silicon) solutions for next-generation micro OLED displays,...
Wednesday 31 July 2024
GaAs foundry Win Semi expects revenue to drop in 3Q24
Win Semiconductors (WinSemi) expects to post a single-digit sequential revenue decrease in the third quarter of 2024, due to slowing demand from China's Android smartphone market.
Wednesday 31 July 2024
Meta-Nvidia CEO conversation illustrates AI competition
Jensen Huang, CEO of Nvidia, and Mark Zuckerberg, CEO of Meta, recently engaged in a rare public discussion regarding the implementation of AI advancements, as well as the latest...
Tuesday 30 July 2024
LG Innotek showcases AR glasses with Waveguide technology, targets metaverse
LG Innotek recently showcased a prototype of AR glasses equipped with waveguide technology, garnering significant attention.
Tuesday 30 July 2024
Coming MediaTek, Qualcomm earnings: AI smartphone demand forecasts to watch
Mobile SoC specialists MediaTek and Qualcomm will hold their quarterly earnings conference calls on July 31 to address the business outlook and end-market demand prospects, with a...