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Friday 5 July 2024
Equipment manufacturers resume discussions on FOPLP with TSMC as the lead
As Apple prepares to launch its first AI smartphone in September, the third quarter is expected to see a surge in stocking demand. This has not only pushed TSMC's market value to...
Friday 5 July 2024
Apple said to increase A18 pull-in due to rising demand for iPhone 16
Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (WWDC24). This move...
Thursday 4 July 2024
Apple's AI strategy faces challenge in China as iPhone sales decline
At the 2024 Worldwide Developers Conference (WWDC), Apple unveiled its AI plans, introducing "Apple Intelligence" and attracting public attention.
Thursday 4 July 2024
Arm's grand AI blueprint: standardizing chip designs with global partnership
Arm, the world's largest semiconductor IP company, is reportedly drafting a new blueprint for the AI era.
Thursday 4 July 2024
Novatek strives to play major role in OLED DDI supply chain for iPhones, say sources
Novatek Microelectronics has received substantial OLED display driver IC (DDI) orders for the upcoming iPhone series, breaking South Korean vendors' dominance in Apple's display supply...
Thursday 4 July 2024
Speculation arises about Apple developing cloud AI chips
As Apple touts its emphasis on privacy in cloud computing for its upcoming Apple Intelligence, market watchers expect a surge in demand for cloud AI chips since Apple will need to...
Wednesday 3 July 2024
Apple poised to get OpenAI board observer role as part of AI pact
Apple Inc. will get an observer role on OpenAI's board as part of a landmark agreement announced last month, further tightening ties between the once-unlikely partners.
Wednesday 3 July 2024
Massive performance gains for upcoming flagship mobile SoCs, thanks to TSMC's N3E process
According to recent market rumors, major mobile SoC makers Apple, Qualcomm, and MediaTek will all adopt the more advanced N3E process for their flagship mobile SoCs in the second...
Wednesday 3 July 2024
Apple suppliers in India reportedly reach incentive requirements except for value addition
Thanks to the incentive policy for mobile phone manufacturing offered by the Indian government and a need to diversify production away from China, Apple suppliers reportedly met their...
Tuesday 2 July 2024
Chinese smartphone makers struggle with AI adoption due to lack of compelling applications
Chinese smartphone vendors face challenges in adopting AI, which has not significantly influenced consumer choices despite industry efforts. There is a noticeable disparity between...
Tuesday 2 July 2024
Qualcomm, MediaTek feel pressure from Huawei comeback in Chinese handset market
Chinese handset brands' international sales performances will be crucial in easing the pressure Qualcomm and MediaTek are seeing from Huawei's revival in China's market, according...
Tuesday 2 July 2024
AI server demand to drive PCB growth, as ESG trends gain prominence
PCB firms have previously counted on Apple's product launches in the second half of 2024 to drive momentum. With the advent of generative AI and the ensuing surge in AI server shipments,...
Monday 1 July 2024
India gains ground in smartphone exports, boosted by iPhone manufacturers
India is narrowing the gap with China and Vietnam in smartphone exports, bolstered by iPhone manufacturers' efforts to establish the country as a significant hub for smartphone pro...
Monday 1 July 2024
Component suppliers race to adapt as AI smartphones surge
Samsung Electronics recently launched its first AI smartphone, the Galaxy S24, marking 2024 as the inaugural year for AI smartphones.
Monday 1 July 2024
Taiwan launches first Paraguay green carbon project, helping boost Apple suppliers' sustainability
Taiwan Carbon Solution Exchange (TCX) expands with Paraguay's first green carbon project, aiding Apple suppliers in offsetting emissions. TCX ensures compliance with Taiwan's environmental...