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Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Thursday 21 November 2024
Inside TSMC II: Nvidia's 40nm crisis and Morris Chang's solution
"The supreme quality of leadership is integrity." —Dwight D. Eisenhower.
Thursday 21 November 2024
Xi highlights AI risks, warns against US-China decoupling
At the 2024 World Internet Conference (WIC), Chinese President Xi Jinping emphasized that while AI empowers humanity to better understand and reshape the world, it also presents unpredictable...
Thursday 21 November 2024
MLCC firm Holy Stone to see stable growth in 2025 automotive orders
Niche multi-layer ceramic capacitor firm Holy Stone Enterprise points to uncertain demand in the industrial control market for 2025, in contrast with the automotive sector, which...
Thursday 21 November 2024
Auto Guangzhou: domestic brands dominate while traditional players retreat
This year's Auto Guangzhou exhibition features more than 1,000 vehicle models and 86 auto brands, with new entrants like Maextro drawing significant attention from visitors.
Thursday 21 November 2024
IQE Taiwan IPO plans remain for 2025 amid strategic review
IQE, a British manufacturer of compound semiconductor wafers and materials solutions, will proceed with its plan to list its Taiwan subsidiary in 2025, despite considering a potential...
Thursday 21 November 2024
Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand
The newest round of subsidies for trade-in programs made by China's government targeting TVs and consumer electronics has effectively boosted LCD TV demand in the fourth quarter,...
Thursday 21 November 2024
SSD sales to outperform DRAM module sales in 2024
SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales...
Thursday 21 November 2024
Edom monitors infrastructure development; partners with Nvidia on industrial control, healthcare
IC distributor Edom Technology projects that current trends will extend into 2025, with AI remaining the industry's core focus. The company is actively monitoring infrastructure developments...
Thursday 21 November 2024
IC design houses see Chinese government subsidies stimulate demand
Chinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that...
Thursday 21 November 2024
SK Hynix closes in on Samsung with NAND market share set to top 20%
SK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry...
Thursday 21 November 2024
China PC sales expected to slump in 1Q25 after trade-in rush
The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies,...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Thursday 21 November 2024
China accelerates chip independence push in face of Trump 2.0
China's semiconductor industry is intensifying its drive toward self-sufficiency through expanded state funding and domestic innovation, particularly as Donald Trump's return to the...