The launch of generative AI-capable devices and a significant increase in smartphone replacements have led to substantial growth in TDK's small lithium-ion battery segment. Moreover, the depreciation of the Japanese yen has further enhanced the company's financial performance
The US government is considering imposing restrictions as early as August to restrict China's access to crucial High Bandwidth Memory (HBM) chips and related manufacturing equipment products, which are essential for AI development. This move is seen as a targeted effort against CXMT's commercialization of its self-developed HBM technology, and will further intensify the tech competition between the US and China
The patent war surrounding gallium nitride (GaN) compound semiconductors continues to escalate. Recently, power component leader Infineon intensified its patent infringement case against China's GaN leader Innoscience
Apple announced stellar results for the second quarter of 2024, with record-high revenue fueled by strong sales of iPads, PCs, and services. However, the company's performance in China was underwhelming. Apple is expected to encounter difficulties increasing iPhone sales and profits in the Chinese market
Five months after receiving approval, Tata Electronics began building its first IC backend facility in Assam in eastern India, a milestone for the South Asian country on its way to build a local chipmaking ecosystem
Foxconn has been expanding its manufacturing capacities in India. Qualcomm unveils affordable 5G SoC to challenge MediaTek's dominance in India's smartphone AP market
Protect AI Inc., a security and artificial intelligence startup, has raised US$60 million from investors betting that the intersection of AI and security will be big business
LG Display (LGD) is expected to become the second supplier of OLED panels for Apple's iPhone SE4, slated for release in the first half of 2025. Samsung Display (SDC) will focus primarily on the high-end iPhone 16 series
China Resources Microelectronics (CR Micro) plans to hike pricing for power MOSFET and IGBT chips to reflect its fully utilized fab capacity, according to industry sources
India's smartphone shipments fell by 2% last quarter, with the premium segment surging. MediaTek led the chipset market with a 54% share, while Qualcomm maintained dominance in the premium tier with a 33% share