Alphabet is intensifying its focus on AI by allocating more resources and integrating AI into its products. Consequently, the company has decided to increase its capex. This decision...
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
In a semiconductor industry that's been struggling with an oversupply of chips and weak demand, Infineon Technologies AG navigated its way through the turbulence and offered some...
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
China's automotive chip industry is gaining momentum in 2025, driven by both external pressures and internal opportunities. In response to US restrictions, Chinese automakers are...
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...
Component manufacturers foresee that the emergence of DeepSeek may attract the interest of additional enterprises engaged in innovative AI applications, stimulate the advancement...
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
According to the latest Samsung Display financial results for 2024, the panel provider registered sales of KRW29.2 trillion (US$19.99 billion), marking only the second time since...
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
China's AI sector is transitioning from massive model development to inference applications. While tech giants like ByteDance and Alibaba have constructed large GPU clusters, much...
The memory market underwent a phase of rest and consolidation just prior to the Lunar New Year holiday. DDR5 has experienced modest price increases in recent months, while other products,...
The emergence of China's AI model DeepSeek has stirred the industry, highlighting the potential of open-source technology. Acer CEO Jason Chen noted that the future will see multiple...
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
