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Thursday 26 September 2024
Micron eyes production boost amid Samsung's HBM entry and Chinese rivalry
Despite a positive outlook for the memory market, driven largely by data centers, Micron anticipates Samsung Electronics' entry into the HBM market and is shifting toward higher-value...
Thursday 26 September 2024
AMD reportedly teams up with 2 Taiwan startups for SiPh R&D collaboration
AMD has teamed up with Taiwan-based BE Epitaxy Semiconductor Technology and Best Epitaxy Manufacturing for joint development of next-generation silicon photonics (SiPh) technology,...
Thursday 26 September 2024
Micron nearly doubles sales on AI surge, targets over 30% capex-to-sales ratio
Micron Technology's sales have nearly doubled year-over-year, driven by strong artificial intelligence (AI) demand, leading to a profitable fourth quarter of fiscal 2024. The company...
Wednesday 25 September 2024
Notebook shipment update, August 2024

Introduction

Wednesday 25 September 2024
DDI firms see on-year sales performance vary in 3Q24
While the overall IC design industry feels peak season demand is not as high as planned, display driver IC (DDI) players are expected to post large sequential revenue growth in the...
Wednesday 25 September 2024
AI bubble: Real crisis or false issue?
Despite a broader economic stagnation and softening demand across various sectors, investment in AI, especially cloud AI, remains exceptionally high. Concerns are mounting about a...
Wednesday 25 September 2024
Suppliers seek transformation as Apple chain price wars become the norm
In recent years, Apple suppliers have closely monitored iPhone sales following each launch. However, with the mobile phone market reaching saturation and competition intensifying,...
Wednesday 25 September 2024
JCET expands HBM packaging and testing as China accelerates domestic production
The Biden administration is considering imposing restrictions on the import of high-bandwidth memory (HBM) and related equipment into China, fueling growing demand for domestic substitutes...
Wednesday 25 September 2024
How many iPhone generations can AI support last through? Experts anticipate growth potential
Apple's new iPhone 16 series hit the market on the 20th, finally featuring the much-anticipated Apple Intelligence. However, telecommunications industry personnel and supply chain...
Wednesday 25 September 2024
Henkel expands semiconductor focus in India with plans for advanced packaging
As India's semiconductor ambitions take shape, Henkel, the global industrial adhesives and electronics packaging giant, is positioning itself to support the country's emerging semiconductor...
Wednesday 25 September 2024
China leverages compute-in-memory technology to overtake HBM in AI chip development
The explosive growth of artificial intelligence (AI) has created an unprecedented demand for computational power. As the chip industry faces physical limitations in the post-Moore's...
Wednesday 25 September 2024
IC design house Ene sees robust demand for gaming MCUs
Microcontroller unit (MCU) specialist Ene Technology has seen good inventory stocking demand for MCUs by gaming customers and expects overall performance in the fourth quarter to...
Wednesday 25 September 2024
Innolux expands FOPLP focus beyond automotive, PMIC
Innolux is expanding its fan-out panel level packaging (FOPLP) technology focus beyond automotive and power management ICs (PMIC) to include high-end applications.
Wednesday 25 September 2024
AI PC market faces tepid demand, industry pins hopes on future platforms
As artificial intelligence (AI) applications become widespread, products like AI smartphones and AI PCs are emerging in the market. However, supply chain operators indicate that while...
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...