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Monday 15 April 2024
CSP giants' AI capital spending fuels ASIC market growth
The launch of Google and Meta's latest self-developed chip products has fueled heated competition in the ASIC market.
Monday 15 April 2024
Chinese telecom bidding market rebounds, stoking replenishment demand for network ICs
The Chinese telecom bidding market is on the upswing, as major tenders are being issued by key telecom operators.
Monday 15 April 2024
PCB and optical manufacturers look to high-end models to revitalize smartphone market
The global smartphone market showed signs of improvement in the second half of 2023 after enduring a prolonged downturn of over a year. The market is optimistic that generative AI...
Monday 15 April 2024
UK antitrust watchdog sirens market monopoly amid tech giants' AI investments
The UK's Competition and Markets Authority (CMA) cautioned tech giants about their AI investments, citing potential monopolistic behavior.
Monday 15 April 2024
Global PC market saw recovery in 1Q24, but AI PC impact yet to materialize
After nearly two years of decline, the global PC market finally saw growth in the first quarter of 2024, with shipments also returning to pre-pandemic levels. However, the much-anticipated...
Friday 12 April 2024
China-based suppliers expected to flood the ultra-large-sized LCD panel market, threatening South Korean makers
Ultra large-sized LCD panel shipments are expected to surge in 2024, driven by China-based suppliers, which may lead to a price war in the market, threatening LG Display, the sole...
Friday 12 April 2024
CATL unveils revolutionary energy storage system amid market volatility
Amidst the tumult of the lithium battery industry, Chinese EV battery giant CATL has once again made waves with the launch of its groundbreaking energy storage system, "Tianheng."...
Friday 12 April 2024
Network equipment makers await market recovery, as high inflation impacts consumer spending
As consumer spending remains low amid high inflation in Europe and the US, network equipment makers have seen expectations for the first quarter of 2024 dashed, as demand from Europe...
Friday 12 April 2024
Panasonic, Indian Oil to storm Indian EV market with battery joint venture
Panasonic making inroads into the automotive battery market.
Thursday 11 April 2024
Global semiconductor equipment billings slip in 2023, says SEMI
Worldwide sales of semiconductor manufacturing equipment edged down 1.3% to US$106.3 billion in 2023, from an all-time high of US$107.6 billion in 2022, according to SEMI.
Thursday 11 April 2024
PC and console gaming market stagnates as playtime reduces and consolidates on a few older titles
PC and console gaming revenue growth continues to stagnate and remain below pre-pandemic levels as players record fewer hours of playtime and have consolidated said playtime into...
Thursday 11 April 2024
Notebook brands feel even tighter squeeze
Stagnation in the PC market in the first quarter of 2024 has reached levels so high that no positive momentum is expected into the second quarter.
Thursday 11 April 2024
PCB market to boom later this year, says TPCA chair
Taiwan's PCB and IC substrate market will first stagnate before seeing a sharp increase in 2024, according to Maurice Lee, chairman of the Taiwan Printed Circuit Association (TPCA)...
Thursday 11 April 2024
Intel can expand foundry market share
Intel can increase its influence in the foundry business and challenge TSMC's dominance, according to industry sources.
Wednesday 10 April 2024
TSMC sees 1Q24 revenue top guidance
TSMC has announced revenue of NT$592.64 billion (US$18.5 billion) for the first quarter of 2024, down 5.3% sequentially but up 16.5% year-on-year.