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Friday 1 November 2024
Favorable forex offsets Apple's China headwinds in 3Q24
During Apple's earnings call on October 31, senior executives emphasized the company's commitment to quality, which has influenced the pace of the Apple Intelligence launch across...
Friday 1 November 2024
Intel CEO to visit TSMC in November, say sources
Intel CEO Pat Gelsinger will visit TSMC in Taiwan in November, according to industry sources, who also believe that recent media claims about TSMC withdrawing the Intel discount are...
Friday 1 November 2024
Nvidia targets AI agents as the next growth frontier for enterprise adoption
The AI industry is experiencing sustained growth, with Nvidia CEO Jensen Huang highlighting key differences from the 2000 dot-com bubble, during which Cisco dominated the scene. This...
Thursday 31 October 2024
AI data centers to drive 2025 growth, says Delta
"AI will continue to drive growth for the company in 2025", says Ping Cheng, the chairman and CEO of leading power supply specialist Delta Electronics. His optimism followed the generative...
Thursday 31 October 2024
Second place foundry stakes: Samsung and Intel seek strategic overhaul under TSMC's shadow
Regardless of Samsung and Intel's third-quarter earnings, the real story isn't in comparing them to TSMC. What's critical now is each company's internal recalibration and its leadership's...
Wednesday 30 October 2024
Intel foundry: to split or not? Insights from Gelsinger and insiders
In March 2022, Intel CEO Pat Gelsinger was a guest at President Biden's State of the Union address, highlighting Intel's pivotal role in revitalizing semiconductor manufacturing in...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
Tuesday 29 October 2024
Intel's US fab ambitions clash with election-year politics
In July 2022, Congress passed the CHIPS and Science Act, the largest-ever federal funding package for semiconductor manufacturing—a milestone Intel CEO Pat Gelsinger has devoted...
Monday 28 October 2024
Lenovo bets big on smart vehicles: powers up autonomous driving with advanced computing platforms
Lenovo is optimistic about the future of smart vehicles and plans to focus its resources on this growing market. The company recently established an Emerging Technology Group, led...
Monday 28 October 2024
Can Intel and Samsung unite to challenge TSMC's foundry throne?
South Korea's Maeil Business Newspaper recently reported that Intel CEO Pat Gelsinger is seeking a face-to-face meeting with Samsung Electronics Chairman Jae-yong Lee to...
Monday 28 October 2024
Google's energy strategy: nuclear and renewables in focus for Asia-Pacific growth
Google's recent nuclear energy procurement in the US has sparked interest, especially after CEO Sundar Pichai discussed nuclear power during his visit to Japan, fueling speculation...
Monday 28 October 2024
India roundup: Nvidia pivots to India as growth engine
Nvidia CEO Jensen Huang urges India to be an AI manufacturing powerhouse as well as an exporter. Foxconn procured equipment from Apple amid global production relocation.
Monday 28 October 2024
TSMC sports day: What did Morris Chang and C.C. Wei say?
Taiwan Semiconductor Manufacturing Company (TSMC) held its 2024 Sports Day in Hsinchu on October 26, with founder Morris Chang, age 93, in attendance.
Friday 25 October 2024
Musk and Trump's EV standoff sparks industry debate
Tesla just posted its strong third-quarter earnings, however, the talk of the town has been on CEO Elon Musk's political tango with Republican presidential candidate Donald Trump...
Friday 25 October 2024
India is a future AI exporter, equipped with all essential ingredients, says Jensen Huang
Nvidia CEO Jensen Huang addressed the Nvidia AI Summit India on October 24, expressing the company's optimism about the lucrative AI opportunities in India, both in terms of supply...