The silicon carbide (SiC) substrate market appears to be oversupplied, but it takes more than just comparing production capacity and actual demand to understand the real picture,...
TCL Zhonghuan, a leading Chinese manufacturer of solar silicon wafers, has reportedly reduced its factory utilization rates, sharply cutting the working hours for its workers, according...
Although AI has become a major highlight for consumer electronics vendors in 2024 after more than two years of sluggish market performance, actual sales numbers have yet to reflect...
As Oppo launches its new model ahead of schedule, and other Chinese brands introduce new models, MediaTek is expected to report strong results for the fourth quarter of 2024, according...
SK Hynix is reducing its CIS and wafer foundry operations to prioritize high-margin HBM and AI memory products. It is also expanding into emerging technologies, including Compute...
The advent of generative AI has been a mixed bag for suppliers of key smartphone components. Some companies have gradually transitioned to focus on AI, while others such as optical...
Sales of Apple Inc.'s newest iPhones in China are up 20% in their first three weeks compared with 2023's model, a positive sign for a device that struggled this year to gain traction...
Recently, reports have surfaced suggesting that Qualcomm and Arm are interested in acquiring Intel's product division. However, industry experts are skeptical about the likelihood...
US-based firm Analog Devices says they consider India a crucial center for its R&D efforts, acknowledging the country as a source of engineering talent and a growing market opp...
Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance...
Lite-On Technology has successfully transitioned into a solution provider, capitalizing on the growing demand for AI servers. The company's global strategy and focus on high-value...
The significant expansion of Chinese manufacturers' SiC substrate production capacity in 2024 has led to oversupply and a sharp decline in prices, rapidly expanding the applicable...
TSMC's impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges. Two key concerns have emerged:...
Samsung Electronics is encountering significant challenges, especially in its semiconductor business. Beyond stagnation in its foundry business, concerns about its competitiveness...
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market...
