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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...
Wednesday 25 September 2024
Taiwan IC design houses urged to accelerate migration to advanced nodes
Taiwan's government is urging local IC design houses to speed up their migration to advanced semiconductor manufacturing processes to avoid cut-throat pricing competition from China...
Wednesday 25 September 2024
AMD's next-gen AI GPU to intensify competition in 4Q24
AMD will launch a new generation of MI325X chips utilizing HBM3E in October to enhance its standing in the AI GPU market, aiming to secure orders from AI server clients seeking to...
Wednesday 25 September 2024
BYD and others to challenge Tesla in China's fully electric SUV market
BYD and other Chinese electric vehicle (EV) makers are launching a range of fully electric SUVs that are intended to take on the Tesla Model Y. Chinese EV brands led by BYD have launched...
Wednesday 25 September 2024
Chinese chipmakers gearing up for Huawei's next flagship launch despite hefty cost
Huawei is preparing to launch its latest flagship Mate 70 series, a product bolstered by substantial government support and suppliers, particularly SMIC, who are reportedly sacrificing...
Tuesday 24 September 2024
AMEC senior executives with US citizenship resign, sparking concern
Advanced Micro-Fabrication Equipment Inc. China (AMEC), a China-based semiconductor equipment supplier, announced the resignation of Senior Vice President Tuqiang Ni and Core Technical...
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...
Tuesday 24 September 2024
China's mature chip dominance looms, Taiwan IC designers urged to prioritize sub-7nm
China is poised to take the lead in the global market for mature semiconductor manufacturing processes as it continues to expand its production capacity. Industry experts warn that...
Tuesday 24 September 2024
Garmin's SEA sales continue to soar as smart wearables enter maturity
Smart wearable products have gained significant traction in recent years, with major tech brands actively releasing new devices. Apple, Samsung Electronics, and Google have all launched...
Tuesday 24 September 2024
IPC makers eye strong recovery as global markets rebound, project benefits stretch into 2025
Major industrial PC (IPC) manufacturers like Advantech and DFI are showing signs of stabilization despite a sluggish market. Meanwhile, with the Chinese market bottoming out and renewed...
Tuesday 24 September 2024
Global semiconductor sales hit US$162.1 billion in 2Q24; Nvidia shines
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
Tuesday 24 September 2024
iPhone 16 initial sales strong; staying power to be determined
Apple's iPhone 16 series officially launched on September 20. While the initial inventory for telecom operators and retailers sold out instantly, the sustainability of this sales...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Tuesday 24 September 2024
IC design houses pin hopes on short lead-time orders amid tepid PC chip demand
IC design firms report a sharp slowdown in PC shipments in the third quarter of 2024, following a surge in the second quarter. While the decline is not drastic, the usually robust...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...