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Friday 1 November 2024
Microsoft and Alphabet report strong cloud earnings to ease AI monetization concerns
Cloud giants have recently released their latest financial results, with Alphabet and Microsoft reporting robust cloud performance, easing prior market concerns about the monetization...
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Friday 1 November 2024
Huawei 2024 9-mth report: Revenue rises, net profit dips amid R&D push and US sanctions
Huawei's third-quarter 2024 report reveals strong revenue growth from January to September, driven by consumer electronics, smartphones, and ICT. Despite this, net profit declined...
Friday 1 November 2024
Foxconn partners with Japan's QunaSys to advance quantum simulation algorithms
On October 29th, the Hon Hai Research Institute (HHRI) announced a strategic partnership with Japan's innovative quantum computing software company QunaSys. This collaboration aims...
Friday 1 November 2024
Nvidia targets AI agents as the next growth frontier for enterprise adoption
The AI industry is experiencing sustained growth, with Nvidia CEO Jensen Huang highlighting key differences from the 2000 dot-com bubble, during which Cisco dominated the scene. This...
Thursday 31 October 2024
OCP Summit highlights rise of AI hardware demand, Intel-AMD x86 alliance
The Open Compute Project (OCP) Summit, held in San Jose on October 14, drew record crowds of over 7,000 attendees and more than 100 exhibitors, along with over 200 specialized presentations...
Thursday 31 October 2024
Meta earnings recap: 3Q24 revenue hits record US$40.6bn amid concern over slower user growth
Meta Platforms Inc. announced its third-quarter 2024 earnings on October 30, surpassing expectations due to robust ad revenue and AI advancements. As the largest social media company,...
Thursday 31 October 2024
Advanced Power Electronics sees 3Q24 revenue boost by AI server demand amidst looming pricing pressures
Advanced Power Electronics (APEC) reported a sequential uptick in the third quarter 2024 revenue, driven by demand for upgraded power supplies and cooling fans in AI servers. While...
Thursday 31 October 2024
Xiaomi targets Huawei and Apple with US$6.7 billion R&D push by 2025
Xiaomi, entering its fifth year in the high-end smartphone market, has once again rolled out its annual flagship phone, the Xiaomi 15, setting itself as a contender against Apple...
Thursday 31 October 2024
Alphabet's AI investments accelerate GCP growth in 3Q24
Alphabet released its financial results for the third quarter of 2024 on October 29, showing accelerated growth in Google Cloud, indicating that the company's long-term investment...
Thursday 31 October 2024
Microsoft reports strong cloud-driven results, aggressively acquiring Blackwell chips to stay ahead
Microsoft reported robust financial results for the first quarter of fiscal year 2025, with revenue reaching US$65.59 billion, primarily driven by its cloud business. Azure demonstrated...
Thursday 31 October 2024
Potential sluggish iPhone 16 sales could restrict Apple's AI development
Apple is following in the footsteps of other tech companies, cautiously leveraging AI to boost iPhone sales. However, analysts believe that the declining upgrade rate for wireless...
Wednesday 30 October 2024
China pushing domestically developed AI chips and deployment of RISC-V structure, says DIGITIMES Research
DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs...
Wednesday 30 October 2024
Infineon unveils ultra-thin 20-micrometer power semiconductor wafer
Infineon Technologies has disclosed its latest milestone in semiconductor manufacturing technology, following the announcement of the world's first 300-millimeter GaN power wafer...
Wednesday 30 October 2024
Samsung enters the SiPh race with I-Cube So/Eo, challenging TSMC and China's rising stars
Samsung Electronics and TSMC are ramping up the development of SiPh technology to handle the exponential data growth driven by AI applications. The Seoul Economic Daily reports...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research