CONNECT WITH US
May 2
Micron shipping critical memory for AI data centers
Micron Technology announced that it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128GB DDR5 RDIMM memory at speeds of up to 5,600 MT/s across all major server platforms.
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.
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.
Smart manufacturing and edge computing trends have led to renewed demand in the Industrial PC (IPC) market.
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.
Advanced Micro Devices Inc. shares declined as much as 8.1% after the chipmaker gave a disappointing forecast for artificial intelligence processors, a lucrative market now dominated by Nvidia Corp.
PSMC, a Taiwan-based semiconductor foundry service provider, inaugurates its first 12-inch wafer fab in Miaoli, Taiwan on May 2. At the ceremony venue, PSMC chairman Frank Huang said the new fab has received interposer orders from a big American customer and will be a supplier to applications such as TSMC's Chip-on-Wafer-on-Substrate (CoWoS).
In the wake of the Ukraine War, the ripple effects are felt far beyond the Eastern European theater. As China and Iran throw their weight behind Russia, the landscape of global commerce undergoes seismic shifts.
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders in the second half of 2024.