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Wednesday 27 November 2024
Speculation arises about AMD developing AI mobile chip; insiders remain doubtful
Recent market speculation suggests that AMD has developed an AI processor (APU/NPU) suitable for mobile devices. With its exclusive GPU technology, it is expected to compete in the...
Wednesday 27 November 2024
Huawei stays in smartphone market despite chip disadvantage
The US trade ban has prevented Huawei from competing with other smartphone vendors in 5G mobile chip performance, but the Chinese tech giant is still staying in the smartphone sector,...
Wednesday 27 November 2024
US ban expansion may stifle China's AI chip ambitions
Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade...
Wednesday 27 November 2024
Huawei Mate 70 and X6 unveiled with focus on satellite communication, AI
On the afternoon of November 26, Huawei held a celebration for its Mate brand, unveiling the Mate 70 series products along with the Mate 70 RS Ultimate. Additionally, they introduced...
Wednesday 27 November 2024
China's solar price agreement: Policies meet creative workarounds
China's N-type TOPCon solar production is grappling with overcapacity. In October, the China Photovoltaic Industry Association (CPIA) and 16 tier-1 manufacturers agreed to a minimum...
Wednesday 27 November 2024
Nvidia faces setbacks in China's sovereign AI push
Nvidia CEO Jensen Huang's vision of sovereign AI encounters significant challenges in China's market, where AI computing resources face a paradoxical situation of scarcity and underutilization...
Wednesday 27 November 2024
40nm crisis: how TSMC shaped Nvidia's triumph, AMD's demise
The 2009 TSMC 40nm process crisis was a defining moment for the wafer foundry industry, offering pivotal lessons for the broader semiconductor sector. As TSMC founder Morris Chang...
Wednesday 27 November 2024
Xiaomi's first in-house mobile chip draws measured response from smartphone semiconductor industry
While Xiaomi prepares to launch its first self-developed smartphone system on chip (SoC) in 2025, major chipmakers Qualcomm and MediaTek maintain their composure, expressing confidence...
Wednesday 27 November 2024
Samsung, SK Hynix trim DRAM output while Chinese rivals expand
SK Hynix and Samsung Electronics are focusing on upgrading equipment, transitioning processes, and expanding high-bandwidth memory (HBM) packaging capacity instead of investing in...
Tuesday 26 November 2024
Xiaomi readies own mobile chip, pressuring MediaTek and Qualcomm
Xiaomi is preparing a self-designed mobile processor for its upcoming smartphones in an effort to reduce its reliance on foreign suppliers Qualcomm and MediaTek.
Tuesday 26 November 2024
Samsung's market risks, SK Hynix's fab dependence: Diverging paths to decoupling from China
South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%,...
Tuesday 26 November 2024
Taiwan's TMYTEK aims for IPO after securing US$25M Series B for satellite tech
Taiwan-based millimeter wave (mmWave) technology company TMYTEK is preparing to go public next year following a successful US$25 million Series B funding round that brought its total...
Tuesday 26 November 2024
Global smartphone shipments to see six-year CAGR of 3.6% from 2024-2029, says DIGITIMES Research
DIGITIMES Research, by synthesizing supply chain information, regional market conditions, and analyzing global political and economic trends, forecasts that global smartphone shipments...
Tuesday 26 November 2024
Huawei unveils its 'most powerful' new device ahead of expanded US ban
Huawei's product launch event took place on the afternoon of November 26, showcasing what it claims to be the "most powerful" Mate in history, along with the fourth iteration of Harmony...
Tuesday 26 November 2024
Data center boom drives Taiwan's tech ecosystem growth
The rapid expansion of Taiwan's data center market, led by the top trio of US-based cloud service providers (CSPs) and several new entrants, is creating widespread opportunities across...