Nvidia Corp. Chief Executive Officer Jensen Huang said countries around the world aiming to build and run their own artificial intelligence infrastructure at home will drive up demand...
Lenovo Group's heady 2023 rally on artificial-intelligence optimism has given way to a weak start this year, as concern about US-China tensions and soft demand weigh on the shares.
According to industry sources, IC material distributors anticipate customer inventory adjustments will end in the first half of 2024, with AI expected to accelerate growth in the...
The rising popularity of generative AI is spurring demand for high-performance computing. This in turn fuels demand for edge system components and related applications, all of which...
Advanced Micro Devices Inc. declined in late trading after giving a weak revenue forecast, even as the chipmaker predicted that new artificial intelligence processors would generate...
Samsung Electronics has reported operating profits of KRW2.82 trillion (US$2.12 billion) on consolidated revenue of KRW67.78 trillion for the quarter ending on December 31, 2023....
Despite growing revenue and a surge in operating income and profit, AMD gave a disappointing flat guidance for the current quarter. The company expects the emerging AI PCs to lead...
ROM and flash memory maker Macronix International expects its operations to hit rock bottom in the first quarter of 2024, followed by a gradual recovery later in the year.
Powertech Technology (PTI) will see its high-bandwidth memory (HBM) development project start contributing sales between the fourth quarter of 2024 and the first quarter of 2025,...
Automotive applications will be the key growth driver for CMOS image sensors (CIS) in 2024, with promising demand from China, according to supply chain sources.
Forecasts on demand for auto chips are mixed among the industry's players since some believe a wave of inventory corrections for automotive chips has arrived. However, some still...
As cargo ships bound for Europe continue to take the long route around Africa to avoid potential dangers in the Red Sea, manufacturers have adjusted their strategies to account for...
With ChatGPT significantly boosting demand for AI servers, related supply chain players have seen orders for Copper Clad Laminate (CCL), PCB, and ABF substrates increase, according...
OSAT providers are optimistic about business opportunities accompanying the AI boom, with many gearing up to develop new packaging technologies to support silicon photonics.
