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Tuesday 19 November 2024
Japanese chip equipment makers see mixed outlook amid AI boom, China slowdown
Japanese semiconductor equipment manufacturers, including Tokyo Electron and Kokusai Electric, have raised profit forecasts driven by surging AI demand. However, China's cooling semiconductor...
Tuesday 19 November 2024
Chinese SSD brands on the rise: YMTC Zhitai tops Samsung in e-commerce sales
Yangtze Memory Technologies Corp (YMTC), a prominent Chinese memory manufacturer, has achieved a milestone with its Zhitai brand, overtaking Samsung Electronics in solid-state drive...
Tuesday 19 November 2024
China's DDR4 price war disrupts global DRAM market
China's DRAM manufacturers are intensifying market competition through aggressive DDR4 production expansion. ChangXin Memory Technologies (CXMT) leads this push, while Fujian Jinhua...
Monday 18 November 2024
China EV makers bet on self-driving models to fend off Tesla
Autonomous driving and artificial intelligence are the buzzwords at this week's Guangzhou auto show — the last major gathering of Chinese carmakers for the year.
Monday 18 November 2024
Global display panel market to hit US$118 billion in 2024, driven by OLED and AI
As AI technology advances, demand for electronic product upgrades is boosting panel shipments, with OLED adoption and niche applications driving growth in the display industry. The...
Monday 18 November 2024
Nvidia's Blackwell rack design reportedly faces overheating, potentially delaying shipments
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
Monday 18 November 2024
SK Siltron secures US$544 million loan to support SiC wafer production
SK Group's silicon wafer manufacturer SK Siltron has confirmed that it will receive a loan of US$544 million from the US Department of Energy (DOE) to invest in its silicon carbide...
Monday 18 November 2024
Moore Threads initiates A-share IPO process with a valuation of approximately CNY25 billion
According to an announcement on the China Securities Regulatory Commission's (CSRC) official website, Chinese GPU manufacturer Moore Threads completed registration with the Beijing...
Monday 18 November 2024
NetApp seeks collaboration with Taiwanese server manufacturers to explore AI vertical market opportunities
NetApp, Taiwan's leading storage brand, has announced plans to move beyond the manufacturing sector and venture into finance, healthcare, and retail to create more growth opportunities...
Monday 18 November 2024
Brands compete in the AI+ eyewear market, with Xiaomi and Baidu joining the fray
Recently, Meta unveiled its new augmented reality (AR) glasses prototype, Orion, alongside the smart glasses, Ray-Ban Meta, which was developed in collaboration with Ray-Ban. This...
Monday 18 November 2024
EU-China trade war reshapes solar and EV landscape
Trade disputes between the EU and China, especially in the solar and automotive sectors, underscore the intricate nature of global trade. Chinese manufacturers have shown resilience...
Monday 18 November 2024
Hiwin sees bright US automation prospects amid Europe's slowdown
Following a five-year hiatus, Hiwin resumed its in-person earnings call, providing an updated outlook for 2025. The company expects increased economic clarity post-US presidential...
Monday 18 November 2024
Foxconn advances into the AI server market at SC24, showcasing GB200 racks, new HGX products
Foxconn, through its subsidiary FII and Ingrasys, made a strong showing at Supercomputing 2024 (SC24) in Atlanta, the US, demonstrating its latest AI server technology portfolio....
Monday 18 November 2024
AMD hits record server market share in 3Q24 as Intel counters in client PC market
2024 has been a standout year for AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 processors. Mercury Research's...
Monday 18 November 2024
Trump's tariff shake-up: 4 playbook strategies for Chinese EV makers
With Donald Trump's return to the White House, Tesla CEO Elon Musk's vocal support during the election campaign is anticipated to provide Tesla with increased regulatory flexibility...