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Friday 27 December 2024
Apple's AI ambitions fuel expectations of iPhone upgrade supercycle
Supported by investor enthusiasm for artificial intelligence (AI) along with an estimated 300 million iPhones exceeding four years of age, there are strong indicators that Apple may...
Friday 27 December 2024
South Korean press challenge CXMT's 80% DDR5 yield claims
As global memory manufacturers race to advance DDR5 technology, a dispute has emerged over China's semiconductor capabilities. Zol.com.cn reports that Changxin Memory Technologies...
Friday 27 December 2024
From AI PCs to servers: Qualcomm, AMD challenge Intel's market dominance
AI and high-performance computing (HPC) are pushing Qualcomm and AMD to escalate their challenge against Intel's decades-long dominance. Through technological innovation and focused...
Friday 27 December 2024
China leads SiC patent surge, but global impact remains limited
The electric vehicle boom has accelerated Silicon Carbide (SiC) technology development, with Chinese firms emerging as significant contributors. A report from French research firm...
Friday 27 December 2024
Trump-Musk rift looms over China
Elon Musk's historically amicable approach towards China, including his praises of "China speed" during Tesla's factory establishment, and his marveling at Shanghai's administrative...
Thursday 26 December 2024
Cobot market outlook promising, says Techman Robot
As both Tesla and Nvidia step up their efforts in the robotics market, cobots have become a key topic of interest in this sector. Amid the growing attention on robotics, Techman Robot,...
Thursday 26 December 2024
Ripples of the 301 probe: China's mature chip makers face expanded restriction abroad, saturation at home
The US government's new Section 301 investigation into China's mature semiconductor manufacturing processes signals potential expansion of trade restrictions, according to industry...
Thursday 26 December 2024
Supply-demand equilibrium expected in NAND market by 2H25
According to Silicon Motion Technology, a specialist in memory device controllers, the NAND flash industry is expected to reach a supply-demand balance or experience a slight shortage...
Thursday 26 December 2024
Taiwan foundries well-positioned to counter Chinese pricing pressure in mature nodes
Taiwan-based pure-play foundries have implemented various strategies to counter China's competitive pricing in mature process nodes, according to industry sources.
Thursday 26 December 2024
Taiwan firms gearing up for ASIC chip boom
As major cloud service providers (CSP) and cloud AI-related companies launch new projects, Taiwanese IC designers are positioning themselves to benefit. Industry observers expect...
Thursday 26 December 2024
Tesla escalates China EV price war ahead of 2025
Tesla China has reduced the starting price of its Model Y rear-wheel drive model to CNY239,900 (US$32,870) on its official website, making it the lowest-priced version of this model...
Thursday 26 December 2024
Chinese Data Center Operator Yovole Is Said to Consider US IPO
Yovole is considering an initial public offering in the US, people familiar with the matter said, years after the Chinese data center operator's failed attempt to list in mainland...
Thursday 26 December 2024
Tesla face wave of Chinese auto rivals in humanoid robots race
Following Xiaomi's venture into electric vehicles, automakers are now emerging as key players in the humanoid robot market. Tesla CEO Elon Musk recently announced that the company's...
Thursday 26 December 2024
Honda-Nissan deal may be key in fight against China's BYD
Honda Motor Co. absorbing Nissan Motor Co. could give the two struggling Japanese brands the scale they need to take on China's BYD, sales figures released Wednesday show.
Thursday 26 December 2024
Foxconn to become world's largest server vendor, Omdia reports
Foxconn's ODM direct business will experience unprecedented growth in 2024, positioning it as the leading company in Omdia's global server market analysis, driven by surging demand...