In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence." The impact of this shift on Samsung Electronics' flagship device, the Galaxy S25, scheduled for launch in spring 2025, is drawing attention
Amid sluggish domestic consumption and waning investment, China's manufacturing overcapacity—the vast output of the "world's factory"—is increasingly offloaded overseas at rock-bottom prices, creating what Nobel laureate Paul Krugman calls "China Shock 2.0." But as global shipping rates plummet, questions arise: is China's overcapacity issue nearing an end, or is a global slowdown hitting import demand
According to Chinese news outlets, Arm is allegedly attempting to bypass Arm China in its IP licensing business and sell directly to Chinese customers. Although Arm has not confirmed this information, it highlights the ongoing tension between Arm and Arm China
The price collapse of 6-inch silicon carbide (SiC) substrates is taking its toll on the 8-inch segment, where volume production has yet to begin but prices are already tumbling, according to industry sources
A state-backed Chinese think tank recently released a report suggesting that data centers should continue using AI chips from Nvidia due to the high costs associated with switching to domestic solutions
Samsung Electronics has dissolved its LED business under the Device Solutions (DS) division. However, the company will redirect related personnel towards the R&D of high-value-added next-generation panel technology such as Micro LED. Samsung is expected to actively expand its product lineup in the future
The global surge in artificial intelligence (AI) is driving provincial governments in China to race in constructing new data centers, aiming to stimulate local economic development. However, poor post-construction utilization has sparked concerns over an impending surplus of computing resources in China. Moreover, growing reliance on domestically manufactured GPUs risks worsening the supply-demand imbalance in the country's tech infrastructure
As "end-to-end large models" sweep through the smart driving industry, China's automotive sector is gradually entering a new "AI battlefield." Zhang Yongwei, vice chairman and secretary-general of the China EV100 forum, emphasized even before the EU implemented tax increases that the key to Chinese automakers' competitiveness in the AI battlefield was not production capacity but rather AI computing power
Samsung Electronics reported an operating profit of less than KRW10 trillion (approx. US$7.42 billion) for the third quarter of 2024. In addition to its poor financial performance, the company is facing challenges from both domestic and international unions
Huawei's mobile phone business remains constrained by the US semiconductor sales ban, but its sales performance in the Chinese market is gradually improving. The company has stated that it has re-entered markets in Southeast Asia, the Middle East, and Africa, though its full return to the international market will depend on the maturity and compatibility of its Harmony operating system (HarmonyOS)
As large language model (LLM) technology advances, Hong Kong startups are leveraging it to develop a wide range of end-product applications, with a particular focus on education and tourism to tap into the growing AI market
Samsung Electronics is set to launch its flagship smartphone Galaxy S25 series in early 2025, with plans to produce approximately 22 million units by June 2025
China saw excellent new automobile sales in October thanks to government incentives. However, concerns have been raised about whether government subsidies are simply encouraging consumers to advance purchases, perhaps leading to a cold wave in China's auto market in 2025, according to industry sources
Over the weekend of September 21, 2024, more than 300 industry leaders from renowned companies such as STMicroelectronics (STM), AMD, Huawei, SMIC, Hua Hong Semiconductor, Yangtze Memory Technologies, and NIO gathered in Shanghai Pudong. The event, themed "Breaking Through the Chip Era," saw collective discussions on hot topics regarding the development of China's semiconductor industry. This conference stands as one of the most renowned international semiconductor summits in recent years
