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Wednesday 31 July 2024
GaAs foundry Win Semi expects revenue to drop in 3Q24
Win Semiconductors (WinSemi) expects to post a single-digit sequential revenue decrease in the third quarter of 2024, due to slowing demand from China's Android smartphone market.
Wednesday 31 July 2024
Meta-Nvidia CEO conversation illustrates AI competition
Jensen Huang, CEO of Nvidia, and Mark Zuckerberg, CEO of Meta, recently engaged in a rare public discussion regarding the implementation of AI advancements, as well as the latest...
Wednesday 31 July 2024
IDMs underperform in 2Q24, indicating automotive IC weakness
Financial data from leading European and American integrated device manufacturers (IDMs) indicate that the automotive semiconductor market is underperforming, with weaker demand than...
Wednesday 31 July 2024
China's mobile phone market sees long-awaited recovery
Under the continuous efforts of companies like Huawei, Xiaomi, Vivo, Honor, and Oppo, China's mobile phone market is finally experiencing a long-awaited revival.
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...
Wednesday 31 July 2024
BYD intensifies EV price war, challenges competitors in China
BYD has initiated a fresh price war in China's electric vehicle (EV) market, continuing to pressure its competitors by leveraging its production scale, according to market sources...
Wednesday 31 July 2024
Taiwan IT firms accelerate expansions beyond China
In the wake of rising geopolitical tensions, Taiwan-based high-tech companies are accelerating their expansions beyond China, which used to be the base for most of their offshore...
Tuesday 30 July 2024
With new US chip regulations coming in October, will Nvidia continue to play on the edge?
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few...
Tuesday 30 July 2024
LG Innotek showcases AR glasses with Waveguide technology, targets metaverse
LG Innotek recently showcased a prototype of AR glasses equipped with waveguide technology, garnering significant attention.
Tuesday 30 July 2024
Geared up for AI computing power boom: Q&A with Foxlink chairman TC Gou
Component manufacturers, such as Taiwan-based Cheng Uei Precision Industry (Foxlink), are evolving and upgrading their operations to encompass a broader range of products and industries,...
Tuesday 30 July 2024
China accelerates HBM production for AI, CXMT expands for self-sufficiency amid sanctions
China is ramping up its efforts to produce High-Bandwidth Memory (HBM), crucial for advancing AI technology, as part of its supply chain indigenization strategy.
Tuesday 30 July 2024
LG Innotek to enter GCS market, following Samsung and SK
Glass Core Substrate (GCS) is becoming a trend that major players in the semiconductor supply chain are avidly pursuing. LG Innotek is reportedly contacting material, components,...
Tuesday 30 July 2024
Infineon escalates legal battle against Innoscience over GaN patents
On July 23, 2024, Infineon Technologies AG expanded its ongoing lawsuit in the U.S. District Court for the Northern District of California, adding claims against Innoscience (Zhuhai)...
Tuesday 30 July 2024
Onsemi expects signs of recovery in 2H24, eyes growing SiC usage in AI data centers
Onsemi reported a decline in performance for the past quarter, attributing the downturn to short-term economic headwinds. Despite these challenges, the company remains confident in...
Tuesday 30 July 2024
Coming MediaTek, Qualcomm earnings: AI smartphone demand forecasts to watch
Mobile SoC specialists MediaTek and Qualcomm will hold their quarterly earnings conference calls on July 31 to address the business outlook and end-market demand prospects, with a...