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Thursday 17 October 2024
LGES reportedly wins multi-billion dollar Mercedes-Benz deal to supply 4680 EV batteries starting 2028
LG Energy Solution (LGES) has reportedly secured a major contract to supply Mercedes-Benz with next-generation 4680 cylindrical batteries for electric vehicles (EVs), starting in...
Thursday 17 October 2024
Arm reportedly attempts to bypass Arm China in IP licensing business and sell directly to Chinese customers
According to Chinese news outlets, Arm is allegedly attempting to bypass Arm China in its IP licensing business and sell directly to Chinese customers. Although Arm has not confirmed...
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
BOE upgrades flexible OLED screens to dominate flagship smartphone market
Following the successful launch of its 2K+ LTPO all-in-one screen in 2023, BOE, China's leading display manufacturer, is taking things up a notch for 2024. The company has upgraded...
Thursday 17 October 2024
Liquid cooling market surge: Perstorp teams up with Intel, Foxconn to tap AI server demand
The rise of AI applications has spurred demand for AI servers. However, the increasing computational power has also led to a growth in cooling requirements, presenting a challenge...
Thursday 17 October 2024
Testing interface sector thrives as AI boom and mobile market fuel demand
The ongoing surge in generative AI is propelling demand for advanced testing technologies, with leading testing interface providers Winway and MPI reporting impressive financial results...
Thursday 17 October 2024
Rivals turn allies: Intel, AMD unite to counter Arm
Intel and AMD's surprise alliance has stirred industry discussions, given their history of rivalry.
Thursday 17 October 2024
Lite-On preparing for next-gen AI chip platform in advance
As Nvidia Blackwell GB200 chips near the mass production and shipment stage, supply chain players are already making initial preparations for the next-generation Rubin AI platform...
Thursday 17 October 2024
ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains
ASML, a leader in producing the world's most advanced chipmaking tools like High-NA EUV machines, unexpectedly released its latest financial report early. The report revealed a weaker-than-expected...
Thursday 17 October 2024
ASML eyes price increase in 2025 talks with TSMC, defying cost-cutting pressures
Senior executives at ASML and TSMC will soon begin negotiations on equipment purchase prices for 2025. The outcome of the negotiations between the two parties influences not only...
Thursday 17 October 2024
ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research
ASML's latest financial report reveals a significant year-over-year decline in net bookings, exceeding 50% sequentially. The company has also revised its 2025 revenue guidance downward...
Thursday 17 October 2024
ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities
ASML's significant decline in net bookings indicates the semiconductor industry's adaptation to post-pandemic market conditions, which were previously disrupted by global chip supply...
Thursday 17 October 2024
ASML factors in potential new export curbs on China in financial guidance
Following the early release of its third-quarter financial results, ASML's senior executives explained the factors behind the decline in net bookings and the reduced sales forecast...
Thursday 17 October 2024
8-inch SiC substrate prices tumbling amid 6-inch collapse
The price collapse of 6-inch silicon carbide (SiC) substrates is taking its toll on the 8-inch segment, where volume production has yet to begin but prices are already tumbling, according...
Wednesday 16 October 2024
iPhone 16 series launch delayed in Indonesia due to certification and investment issues
The Apple iPhone 16 series officially launched on September 20, but it has yet to be released in the Indonesian market as Apple continues negotiations with the Indonesian governmen...