The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts. This trend suggests an impending rise in production and trade costs, coupled with intensified competition for localized investments. Nations that previously benefited from global supply chain shifts should remain vigilant, as they may become potential targets in the United States' evolving trade strategies
The Wall Street Journal reported that Qualcomm has approached Intel for a potential takeover, a story later verified by CNBC. While the news initially sparked a 3% rally in Intel's share price, significant doubts remain about the feasibility of such a deal
Many still regard Intel as one of the greatest American companies. However, recent struggles have led to a less flattering label: "too big to fail." The critical question now is whether Intel can see a glimmer of hope amid news of new orders and ongoing efforts to cut costs by US$10 billion, including a significant reduction of 15,000 employees from its global workforce and real-estate exits
Panram International, a memory module contract manufacturer, has announced the layoff of approximately half its employees. The primary cause is the cancellation of OEM orders from a major client, potentially signaling a depressed memory market in 2024 and significant changes in the traditional industrial division of labor
Established in 2007, Enovix leads the development and manufacturing of advanced 100% active silicon-anode lithium-ion batteries. In August, the company celebrated the grand opening of its first high-volume manufacturing facility, Fab2, located in Malaysia
In artificial intelligence (AI), especially within deep learning and large-scale data processing, maintaining memory coherence is critical. AI models often rely on extensive parallel processing, where different parts of the model or separate data batches are processed simultaneously by multiple processors
The European electric vehicle (EV) industry will encounter numerous obstacles in 2025, potentially leading to catastrophic development and introducing new disruptions to the European automotive supply chain, which is undergoing significant rectifications. There are four factors anticipated to cause significant interference, according to industry observers
Intel has been dealing with ongoing losses and is reportedly exploring various cost-cutting measures and monetization strategies for its foundry services. Meanwhile, SMIC, which also emphasizes local chip manufacturing, is poised to reap the rewards of its past investments
Six months ago, Intel CEO Pat Gelsinger introduced an ambitious "moonshot" initiative to match semiconductor manufacturing capacities in Europe and the US with those in Asia by 2030. This plan aims to achieve a balanced global distribution of semiconductor production, but realizing this vision now appears increasingly difficult
Canada is poised to play a crucial role in advancing artificial intelligence (AI) technologies in the coming years. As the country holds vital solutions to overcome various industry challenges, its significance is steadily growing. Recently, Eric Schmidt, former CEO of Google, drew media attention during a lecture at Stanford, where he stated that Canada should be a key partner for the United States in meeting the escalating energy demands of AI. However, energy is just one facet of Canada's success story in the AI landscape
Huawei's HiSilicon Full-Connection Conference is scheduled for September 9 in Shenzhen, just one day before Apple's annual iPhone launch event. While the timing's intent remains unclear, Huawei has emphasized the inaugural nature of the conference, fueling speculation about its significance
The significantly surging demand for graphics cards is driving more companies to enter the GPU market, catering to gaming enthusiasts, enterprise computing centers, and other AI applications
Intel's Sales and Marketing Group (SMG) reportedly plans to streamline its workforce and reduce marketing expenses, aiming to cut costs by over 35% by the end of 2024
Since 2012, Taiwan's integrated circuit (IC) industry has experienced positive growth for 11 consecutive years. Since 2014, it has officially surpassed the petroleum, coal products, and chemical raw materials industries to become the leading sector in manufacturing
