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May 6, 10:15
TSMC sees AI contributing to more than 20% of 2028 revenue
In early 2023, ChatGPT ignited a global boom in Generative AI, driving demand for related software and hardware. Nvidia's value skyrocketed and the entire supply chain, upstream and downstream, also demonstrated relative resilience in the face of industry headwinds.
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone and AI server sales.
SK Hynix has reportedly designated its M17 factory site as another new DRAM production base soon after announcing in late April its investment in the M15X DRAM plant in Cheongiu, South Korea, aiming to start production before the completion of the Yongin semiconductor cluster to ensure sufficient capacity for next-generation DRAM, including High Bandwidth Memory (HBM), for AI applications.
At its recent earnings conference for the second quarter of fiscal year 2024, Apple finally strayed away from its past tight-lipped approach regarding AI and Generative AI, openly discussing them during questioning. Naturally, AI became one of the most discussed topics during the earnings conference, second only to the Chinese market.
AI PCs are estimated to be a focal point of the industry in the second half of 2024. However, there has yet to be a clear definition of what constitutes an AI PC. Analysis by the notebook supply chain pointed out that, from an Industrial Design (ID) perspective, two design aspects of AI PCs are most likely to subvert the industry's imagination: keyboards and screens.
The most unexpected development in Qisda's history occurred in 2005, when the company's predecessor, BenQ, failed to merge with Siemens Mobile. It made a large loss of NT$30 billion (US$927.4 million) at the time. For the industry, BenQ's failure to integrate Siemens Mobile remains a lethal mergers and acquisitions lesson.
Many forecasts indicate that 2024 will mark the beginning of a new growth period for the semiconductor industry.
Eaton, a renowned smart power management company headquartered in Dublin, Ireland, is actively expanding into the South Korean uninterruptible power supply (UPS) market, competing with Japanese companies.
In the first quarter of 2024, AMD's data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses to continue to grow. In contrast, AMD's gaming business saw a significant decline of nearly 50%, with prospects appearing even bleaker. It's speculated that this could affect the launch of new products.
Financial Times (FT) has reached a content licensing agreement with OpenAI, enabling the startup to utilize FT's database to train its GenAI models.
Amidst the tidal wave of Generative Artificial Intelligence (Generative AI), Boston Consulting Group (BCG) issues a clarion call: the potential of Generative AI transcends the realms of ChatGPT. However, BCG underscores that this burgeoning technology is not set to supplant traditional AI or incumbent industrial control systems.
UnaBiz, a Massive Internet of Things (IoT) service provider and integrator, announces performance evolution on Sigfox 0G technology, reducing device energy consumption by up to 18 times. The transformative enhancement aims to deliver a significant efficiency boost for Sigfox-based solutions, empowering developers, 0G Operators, and major customers alike.