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Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Friday 2 August 2024
Flagship smartphone AP market to heat up in 2H24
As the flagship smartphone AP battleground officially enters the 3nm era in the second half of 2024, MediaTek, Qualcomm, and Apple are all said to be preparing chips with vast performance...
Friday 2 August 2024
Intel announces cost reduction plan, expects to reduce tile production outsourcing to TSMC in 2026
Intel has unveiled a cost reduction plan involving significant layoffs, substantial cuts in operating expenses, and a sharp reduction in capital expenditures (capex). The announcement...
Friday 2 August 2024
Global 2024 smartphone sales likely to grow, with AI models leading
In their latest earnings report, mobile chip giants MediaTek and Qualcomm both maintained their previous forecasts for the smartphone market in the second half of 2024. Both companies...
Thursday 1 August 2024
Applied Materials is denied US chips grant for US$4 billion Silicon Valley project
Applied Materials Inc. was informed by US officials that it won't be receiving Chips Act money for a long-anticipated research and development center, dealing a critical blow to a...
Thursday 1 August 2024
Qualcomm takes on MediaTek with budget 5G chip in India, targets growing PC and EV markets
Qualcomm has introduced an affordable smartphone SoC tailored for India, the world's second-largest smartphone market. This move comes as more Indian consumers opt for premium phones,...
Thursday 1 August 2024
IC design houses see lower 3Q24 order visibility despite peak season
IC design houses, including Realtek Semiconductor and RichWave Technology, have expressed a less optimistic outlook for the third quarter of 2024 due to lower-than-anticipated order...
Thursday 1 August 2024
Qualcomm reports strong Q3 results but expects flat handset market growth in 2024
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Thursday 1 August 2024
AI drives record licensing revenue for Arm; 2025 guidance remains unchanged amid end-market uncertainties
Fueled by rising AI-driven demand for energy-efficient chips, Arm reported a 70% increase in its license revenue. Although royalty revenue from smartphones grew by 50%, the results...
Thursday 1 August 2024
MediaTek enjoys robust 4G SoC sales in emerging markets
MediaTek's 4G smartphone SoC sales in emerging markets will continue to be the primary driver of its overall mobile phone chip shipments in the third quarter of 2024, while 5G SoC...
Wednesday 31 July 2024
Intel to cut thousands of jobs to reduce costs, fund rebound
Intel Corp. plans to eliminate thousands of jobs to reduce costs and fund an ambitious effort to rebound from an earnings slump and market share losses.
Wednesday 31 July 2024
ACM launches Ultra C vac-p flux cleaning tool for chiplets, breaking into FOPLP market
ACM Research has introduced its Ultra C vac-p flux cleaning equipment, specifically designed for fan-out panel-level packaging (FOPLP). This new tool employs vacuum technology to...
Wednesday 31 July 2024
Faraday expects 10% revenue growth in 3Q24
Faraday Technology, a Taiwan-based provider of fabless ASIC services and silicon IP, anticipates a sequential increase in revenue of approximately 10% in the third quarter of 2024...
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...