The US Justice Department is stepping up its focus on competition in the artificial intelligence industry, top officials said, as Big Tech companies invest billions of dollars to gain an edge in the new technology.
Apple's latest release of the brand-new iPad series brings a fresh outlook to the long-stagnant tablet market and is expected to serve as a revenue booster for the main assembler, Hon Hai Precision Industry (Foxconn), in the months ahead. However, according to supply chain sources, Foxconn's overall revenue contribution from the new iPad series could still be affected by off-season effects in the second quarter of the year.
To take advantage of the rebound in the global monitor market in 2024, companies such as Samsung Electronics and LG Electronics are targeting high-performance, gaming, and AI demands by launching new monitor products to accelerate their market penetration.
Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry trends.
With the release of Amazon's latest earnings report, the revenue performances of the top three North American cloud computing service providers (CSPs) for the first quarter of 2024 have been revealed. Each provider achieved double-digit growth and set new revenue records, collectively generating over US$61 billion in revenue in the cloud infrastructure services market.
Apple has revealed the M4, the latest silicon chip designed by Apple that will first power the new iPad Pro series. Apple was less tight-lipped about AI than before during its recent event, stating several times that the M4 can provide exceptional performance in AI computing with only a quarter of the power consumption.
Arm's recent financial report highlights a boost in sales and profits thanks to a rebound in the smartphone market, particularly in China, and the rising demand for Arm-based chips in data centers.
SoftBank Group Corp. is in talks to acquire Graphcore Ltd., a struggling British semiconductor startup once valued at $2.8 billion, according to people familiar with the deals.
The European Parliament made a significant announcement on March 13, 2024, declaring the passage of the "AI Act," set to be implemented in phases beginning in mid-2025.
AP Memory Technology, specializing in customized IoT RAM and other DRAM memory, saw a sequential fall in operating profits of approximately 63% in the first quarter of 2024 owing to seasonality. However, the company remains optimistic about its business prospects for the second half of 2024.
The use of Generative AI (GenAI) with Electronic Design Automation (EDA) tools to expedite the design process has emerged as a new trend, according to Cadence Design Systems.
Apple unveiled its newest iPads, including its slimmest offering yet, and introduced the groundbreaking M4 chip, a technological marvel capable of tackling AI tasks on the device. However, Apple provided limited details about the AI capabilities, with plans to reveal more at its Worldwide Developers Conference on June 10.
During the 2024 World Governments Summit, Nvidia CEO Jensen Huang championed the concept of Sovereign AI, advocating for nations worldwide to establish their own national AI infrastructure.
According to sources cited by the Wall Street Journal (WSJ), Apple is said to be working on a chip designed specifically for running artificial intelligence software on data center servers. Internally referred to as Project ACDC (Apple Chips in Data Center), the project has been in progress for several years, intending to utilize Apple's expertise to enhance the company's server infrastructure. Apple declined to comment.
The first year of the AI PC era saw major Chinese manufacturers like Lenovo and Huawei aggressively positioning themselves in the AI PC market to capture higher market shares. Looking at the Chinese market, the second half of 2024 is expected to see a replacement wave for PCs, driven not only by the advent of AI PCs but also because domestic PC purchases made 2-3 years ago are approaching their replacement cycle.
Microsoft CEO Satya Nadella recently concluded his Southeast Asia tour, during which he visited Indonesia, Thailand, and Malaysia, and met with government leaders. From Nadella's itinerary and Microsoft's announcements, it can be observed that Microsoft is bullish on the development potential of AI in Southeast Asia and is accelerating local data center infrastructure construction and digital talent cultivation.
In an exclusive video interview with DIGITIMES Asia managing editor Judy Lin (JL), Marc Hijink (MH), the acclaimed Dutch journalist and author of "Focus - the ASML Way," during his visit to Taipei, Taiwan, delves into the intricate world of ASML, a global leader in semiconductor lithography machines.
Taiwan-based IC design houses are generally bullish about their market prospects for the second half of 2024, notwithstanding the persistently unfavorable macroeconomic climate, according to industry sources.
