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Friday 20 December 2024
Global smartphones, 3Q 2024

Introduction

Friday 20 December 2024
Etron's eYs3D debuts multi-sensor chips for robotics and UAVs
Etron Technology's subsidiary eYs3D Microelectronics has achieved new milestones in visual sensing technology with the launch of multi-sensor control chips for robots and unmanned...
Friday 20 December 2024
Kioxia targets GenAI growth with plan to double AI NAND share
Kioxia, which recently listed on the Tokyo Stock Exchange (TSE), has announced plans to double its market share in AI-focused NAND products. President Nobuo Hayasaka highlighted the...
Friday 20 December 2024
As ASIC players hunt Nvidia, TSMC reaps the benefits
Broadcom's stellar performance and outlook have energized the ASIC market, prompting numerous companies to enter the AI chip arena. The industry sentiment has shifted from overwhelming...
Friday 20 December 2024
Year-round AM market boom drives growth for Taiwan's automotive supply chain
Rising vehicle age and repair costs in the US, the world's largest automotive aftermarket (AM) service and repair market, have created substantial opportunities for Taiwan's auto...
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Thursday 19 December 2024
Taiwan's drone industry rises as geopolitical tensions reshape markets
Taiwan's drone industry is surging amid growing demand for national defense autonomy and cybersecurity, but challenges persist. Companies face stiff competition from low-cost Chinese...
Thursday 19 December 2024
China, US policies drive rush orders, lifting TV panel makers' utilization rates
The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US...
Thursday 19 December 2024
Rapidus advances 2nm chip production with AI transport system
Rapidus shared progress on its 2-nanometer (nm) chip production preparations at SEMICON Japan 2024, highlighting its innovative AI-enabled overhead transport system. The company remains...
Thursday 19 December 2024
Micron sees data center-driven record sales, but guidance disappoints
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
Thursday 19 December 2024
Micron is optimistic about HBM demand and AI growth despite market challenges
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it...
Thursday 19 December 2024
Japanese robotics giants pivot to US amid China market slump
Japanese robotics giants Fanuc and Yaskawa Electric are realigning their development strategies toward the US market amid declining demand in China. This shift is evident in their...
Wednesday 18 December 2024
Taiwan-based MSI launches locally-made notebooks in India
Eyeing India's potential in the notebook market amid a make-in-India push, Taiwan-based MSI launches locally-produced notebooks and plans to expand its retail presence.
Wednesday 18 December 2024
Taiwan energy sector unfazed by Trump 2.0
Despite initial market jitters following Donald Trump's presidential victory, Taiwan's energy industry executives remain confident, with some reporting increased orders for solar...
Wednesday 18 December 2024
Chipmaker Kioxia advances in Tokyo debut after jumbo IPO
Memory-chip maker Kioxia rose in its debut on the Tokyo Stock Exchange on Wednesday, underscoring decent investor demand for new shares in Japan. After initially dropping, the company...