Apple Inc. surprised investors with a decent beat on quarterly revenue from China, countering months of data that showed a quickening decline in iPhone sales.
Imec.xpand, an independent global venture capital fund, today announced the launch of a new EUR 300 million fund aimed at accelerating the growth of transformative semiconductor and nanotechnology innovations.
Chinese carmaker Seres, a Huawei partner, came out of the red in the first quarter of 2024 after experiencing losses for five years. The Aito EVs it co-developed with Huawei have gained traction in the market and accounted for 70% of Seres' sales volume.
Qualcomm's first-quarter fiscal report has signaled an ongoing recovery in smartphone demand, with robust demand in the high-end Chinese smartphone market.
Following in the footsteps of MediaTek, Pegatron is also starting to use open-source models to build a Traditional Chinese LLM, with partners including Nvidia and other industry representatives. It is reported that the team that developed the Taiwan LLM, which is from the Department of Computer Science and Information Engineering (CSIE) at National Taiwan University (NTU), is also a partner.
SK Hynix recently held a press conference to unveil its development blueprint for HBM4, scheduled for mass production in 2025, a year ahead of the original plan, to maintain its technological leadership in the High-Bandwidth Memory (HBM) market.
Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC maintained its leadership status with a 61% market share driven by strong demand from AI and the restocking of smartphones.
Microsoft CEO Satya Nadella's tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company's strategic outreach efforts in the region.
Meta regained market focus with the widespread popularity of its open Llama. Nevertheless, as its AI investments are still in the early stages, it will take years to see returns.
AMD challenges Nvidia's dominance in the AI market with its Instinct MI300 accelerator which has been well-received by the market. However, since Nvidia's next-generation Blackwell platform is priced lower than expected, how would that impact AMD?
Global server shipments slid slightly from a quarter ago in the first quarter of 2024 and will rise around 2% both sequentially and on-yearly in the second quarter.
While the European Union and the US have imposed many restrictions on China-made EVs, the measures seem also to benefit Chinese carmakers. European and US consumers have become more aware of Chinese EVs, which may affect the future market dynamic.
Bolstered by strong sales of its first AI smartphone, the Galaxy S24 series, which debuted earlier this year, Samsung Electronics Mobile eXperience (MX) division achieved remarkable results in the first quarter of 2024 despite the contraction of the smartphone market.
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease. How SDC will respond to this has received a lot of attention.
In the global race to decarbonize, hydrogen is gaining traction as a potential game-changer. However, significant hurdles remain before the lightest element can realize its heavy ambitions, industry experts warned.
The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly specialized field to gain their entry into the high-margin market of advanced chips and Chiplet.
Foxconn has invested in critical EV components and modules, in addition to vehicle manufacturing, to scale its EV venture. Its partner ZF Group, one of the leading automotive suppliers, announced on Wednesday that the two companies had completed the process of forming a joint venture for passenger car chassis systems on April 30.
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries and realize the dream of building a self-sufficient semiconductor supply chain?
Touch controller chip and fingerprint sensor specialist Elan Microelectronics believes that demand for AI PCs will rise and ferment as early as the fourth quarter of 2024.
Apple reported a fall in sales over the past quarter due to the high base effect and a few product launches a year ago. Apple anticipates a return to growth in the current quarter and is optimistic about stimulating growth through the forthcoming product launch event and a developer conference.
EISO, the PCB factory, participated in the Satellite 2024 Conference & Exhibition held in Washington DC, USA for the first time, marking the company's entry into Low-Earth Orbit (LEO) satellite applications. This shows EISO's shift of focus to a high-end application of PCB technology, aside from their continuing efforts on domestic and international markets for electric-assisted bicycles (e-bikes).
In the first quarter of 2024, BYD's net profit was CNY4.57 billion (approx. US$630 million), a year-on-year increase of 10.6%, but a significant decrease of 47.3% compared to the fourth quarter of 2023. This highlighted that profitability was impacted by slowing demand for EVs and intense price competition. Market analysis suggests that while the penetration and sales of EVs are growing, it has come with a decrease in profits.
Taiwan-based suppliers of III-V compound semiconductors, PCBs, and other IC components are divided on demand forecasts for new iPhones and other Apple devices, according to industry sources.
Taiwan's GDP increased by 6.51% from the previous year in the first quarter of 2024, outpacing South Korea's 3.4% and Singapore's 2.7%, thanks to exports of AI chips and AI servers.
Taiwan's top memory backend specialist Powertech Technology (PTI) has decided to sharply raise its capital expenditure for 2024 from the original NT$10 billion (US$307.22 million) to NT$15 billion, some 60% of which will be used for High Bandwidth Memory (HBM) products to capture lucrative opportunities in AI applications, according to company sources.
ROM and flash memory maker Macronix International stayed in the red in the first quarter of 2024 with net losses amounting to NT$1.08 billion (US$33.2 million). Nevertheless, the chipmaker has seen overall client orders regain strength, according to company chairman Miin Wu.
Micron, the first major chipmaker to set up an ATMP facility in India, provides a later-than-expected timeline for shipping its first made-in-India product, which is most expected to be exported rather than catering to domestic needs.
Leading handset chip vendors Qualcomm and MediaTek are unlikely to be alarmed by Huawei's fast rebound in China's smartphone market, according to industry sources.
Apple is expected to rebound from a lackluster first half of 2024, with shipments of both iPhones and Mac computers picking up in the latter part of the year, say supply chain sources. As mere hardware refreshes can no longer stimulate consumer purchases, market attention has focused almost exclusively on AI and foldable screens; in Apple's case, however, implementing AI into their products may be the quicker option.
Microsoft Corp. will invest $2.2 billion to build digital infrastructure in Malaysia, the latest in a series of big-ticket bets on Asia's rising prominence as a technology market.
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