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NEWS TAGGED 2024
Monday 18 November 2024
Global display panel market to hit US$118 billion in 2024, driven by OLED and AI
As AI technology advances, demand for electronic product upgrades is boosting panel shipments, with OLED adoption and niche applications driving growth in the display industry. The...
Monday 18 November 2024
Nvidia's Blackwell rack design reportedly faces overheating, potentially delaying shipments
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
Monday 18 November 2024
SK Siltron secures US$544 million loan to support SiC wafer production
SK Group's silicon wafer manufacturer SK Siltron has confirmed that it will receive a loan of US$544 million from the US Department of Energy (DOE) to invest in its silicon carbide...
Monday 18 November 2024
MKS' Atotech and ESI at TPCA show and IMPACT 2024
The TPCA Show and IMPACT Conference 2024 was held in Taiwan at the Taipei Nangang Exhibition Center Hall 1 from October 23rd to 25th. Two strategic brand presences of MKS, Atotech,...
Monday 18 November 2024
Silicon wafer shipments rise in 3Q24, says SEMI
Global silicon wafer shipments showed positive growth in both sequential and annual comparisons for the third quarter of 2024, according to SEMI.
Monday 18 November 2024
AMD hits record server market share in 3Q24 as Intel counters in client PC market
2024 has been a standout year for AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 processors. Mercury Research's...
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...
Monday 18 November 2024
Taiwan tech supply chain at crossroads: AI boom meets geopolitical tensions
The rise of generative AI is reshaping the global technology landscape, putting Taiwan's critical role in the spotlight while geopolitical tensions threaten to fragment the semiconductor...
Monday 18 November 2024
Huawei and Xiaomi claim over half of China's AI smartphone market
As AI smartphones reach a critical juncture, major manufacturers are ramping up their hardware and AI application development. Industry watchers expect competition to intensify when...
Monday 18 November 2024
TSMC adjusts CoWoS capacity plans amid Trump 2.0 uncertainty
Rising global uncertainties following Donald Trump's presidential victory have led TSMC to recalibrate its ambitious expansion plans for Chip-on-Wafer-on-Substrate (CoWoS) packaging...
Monday 18 November 2024
Weekly news roundup: Intel-AMD merger plan faces market doubts, antitrust scrutiny
Semiconductor Week in Review (Nov 10 - 16): In a week dominated by seismic shifts in the semiconductor landscape, TSMC's suspension of sub-7nm chip supply to Chinese AI firms and...
Monday 18 November 2024
Rapidus to receive Japan's first EUV equipment in December
Rapidus, a semiconductor manufacturer aiming to mass-produce 2-nanometer chips in Japan, is set to install extreme ultraviolet (EUV) lithography machines at its under-construction...
Friday 15 November 2024
China smartphone AP shipments, 3Q 2024

Introduction

Friday 15 November 2024
Global SiC substrate prices plummet as China expands production
Silicon carbide (SiC) substrate prices are witnessing unprecedented declines in 2024, marking a dramatic shift in the power semiconductor materials sector. Following a period of sustained...
Friday 15 November 2024
China exports only 2.6% of EVs to North America from Jan to Sep 2024; likely to decline even further post-Trump
US President-elect Donald Trump's policies tend to prioritize "America First" and "Made in America," with the objective of protecting domestic industries