Apple CEO Tim Cook recently concluded his most extensive Southeast Asia (SEA) tour in years, visiting Vietnam, Indonesia, and Singapore from April 15-19.
Samsung Electronics reported profits of US$4.89 billion for the first quarter of 2024. The semiconductor division successfully ended a streak of losses spanning four consecutive quarters. In the quarter, the Device Solutions (DS) division, primarily dedicated to semiconductors, had a profit of approximately US$1.6 billion.
Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the elimination and consolidation processes will ultimately be driven by the choice of the market and customers. The Chinese market is simply too big to ignore.
As many countries are building up their semiconductor supply chains, Veolia Water Technologies, a global leader specializing in water treatment technologies and services, is seeing opportunities in the industry's need for water and energy efficiency while required to meet individual companies' carbon-neutral targets.
Samsung Electronics is caught in the history of the first collective strike crisis in South Korea amidst intensifying global semiconductor competition. Samsung's five labor unions, should they eventually choose to go on strike, will become Samsung's first largest collective action in the 55 years since its founding.
DIGITIMES Research analyzed the US CHIPS Act grant program for TSMC and found that although TSMC received US$6.6 billion compared to Intel's US$8.5 billion, the US government still provided beneficial conditions to TSMC.
A recent report from the Wall Street Journal (WSJ) has emerged, indicating Baidu is poised to provide AI capabilities for Apple's next-generation iPhone 16.
In the past, it was the chip that created the user's needs, but when hardware has little room to expand for running Artificial Intelligence (AI) models while the difference between each generation of chips gets smaller and smaller, it's the Operating System (OS) and applications that decide the winner in the AI PC, AI smartphone and AIoT era, said DIGITIMES Research analyst and project manager Joyce Chen.
After the 7.4 magnitude earthquake hit northeastern Taiwan, TSMC's speedy recovery to resume operation on the late evening of April 5 demonstrated the resilience and flexibility of semiconductor supply chains in Asia.
The output value of Taiwan's PCB industry is anticipated to be propelled by emerging market applications, such as AI servers, EVs, and satellite communications this year.
Apple has recently found itself in an antitrust predicament, as the US Department of Justice (DOJ), alongside 15 state courts and D.C., filed a joint lawsuit against Apple.