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NEWS TAGGED GENAI
Friday 2 February 2024
AI in flagship smartphones to drive momentum in 2024, say MediaTek and Qualcomm
Mobile SoC powerhouses MediaTek and Qualcomm issued their latest financial reports and forecasts this week. Both companies reported stellar shipment volumes as they rode the Android...
Wednesday 31 January 2024
Apple Vision Pro launch countdown; prospect of XR headset market
Apple's new-generation Vision Pro is slated to hit US shelves on February 2, and initial shipments are closely followed by Apple's suppliers and competitors. Industry insiders hail...
Tuesday 30 January 2024
Generative AI Seen as Helping to Identify M&A Targets, Bain Says
Deal makers are turning to artificial intelligence and generative AI tools to source data, screen targets, and conduct due diligence at a time of heightened regulatory concerns around...
Tuesday 30 January 2024
Ibiden forecasts generative AI to triple IC substrate sales in fiscal year 2024
Ibiden, a Japan-based IC substrate manufacturer, has highlighted a slower-than-anticipated rebound in the global demand for IC substrates. Despite this, there's a glimmer of hope...
Monday 29 January 2024
How can Broadcom jump to 2nd place in global semiconductor market capitalization ranking amid GenAI boom?
Over the past year, the electronics industry faced sluggish global demand, yet major semiconductor companies globally witnessed growth in market capitalization. According to data...
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
Monday 29 January 2024
SK Hynix returns to profit on GenAI boom, expects momentum from general server market in 2024
In 2023, the rapid growth of the generative AI market brought a turning point for SK Hynix's memory business. Following the AI server market taking off, the memory industry is now...
Thursday 25 January 2024
Products such as Vision Pro and AI Pin could lead to demand recovery for end-user devices in 2H24
Many anticipated the economic situation would only see a more noticeable recovery in the second half of 2024. However, from an end-user perspective, Apple's Vision Pro has already...
Wednesday 24 January 2024
Gen AI boom leads to mammoth big tech job purge
In 2023, the rise of Generative AI triggered substantial workforce culls across tech titans Apple, Google, Amazon, and Meta.
Tuesday 23 January 2024
Japan-based semiconductor equipment suppliers thrive with increased demand in China and generative AI
Major Japan-based semiconductor equipment saw their market capitalization more than double in 2023, with other suppliers reporting nearly doubling of their market valuations, highlighting...
Monday 22 January 2024
Sakana AI secures US$30M from Sony and co., paving the way for Japan's GenAI leap
Founded in 2023 by former Google AI researchers Llion Jones and David Ha, startup Sakana AI has attracted significant investments from leading Japanese companies such as NTT, KDDI,...
Thursday 18 January 2024
Generative AI sparks data centers, models, services innovation
The growing demand for generative AI is driving innovation in three crucial areas: data center chips, models and platforms, and peripheral services, as outlined in a recent market...
Wednesday 17 January 2024
Generative AI integration with knowledge base is a manufacturing game-changer, AWS reveals
Enterprises across industries are actively exploring applications of generative AI. Amazon Web Services (AWS) personnel highlight the integration of corporate knowledge bases as a...
Monday 15 January 2024
Memory makers explore AI market opportunities with latest HBM, CXL innovations at CES 2024
Memory has become a crucial component for cloud servers and AI terminal applications. At the just-concluded CES 2024, major memory manufacturers showcased a variety of new products...
Monday 15 January 2024
Chunghwa Telecom partners up with AWS for digital transformation amidst GenAI surge
Following the conclusion of 2023, a year marked by AI frenzy and expectation, Taiwan's Chunghwa Telecom is collaborating with AWS to accelerate the development of AI-related applications...