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Tuesday 22 October 2024
SK Hynix prioritizes HBM, scales back CIS and foundry operations
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...
Tuesday 22 October 2024
China's auto sector profit squeeze: CR Micro chief warns against reckless expansion
The Chinese automotive supply chain is facing intense competition, with the industry's profitability continuing to decline. Profit margins have dropped below 5%, prompting Hong Li,...
Tuesday 22 October 2024
Xiaomi-developed 3nm SoC speculation persists
At a public event in China, Jianguo Tang, the chief economist at the Beijing Municipal Bureau of Economy and Information Technology, inadvertently declared that Xiaomi's self-developed...
Tuesday 22 October 2024
Optical component firms anticipate AI-driven sensor demand
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...
Monday 21 October 2024
China's new capital stimulus for chip and tech sectors sparks overcapacity concerns
China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply...
Monday 21 October 2024
iPhone 16 sales soar 20% in China debut as demand returns
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...
Monday 21 October 2024
Qualcomm and Arm's ambitions for Intel's product department may be futile
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...
Monday 21 October 2024
Analog Devices highlights India's role in R&D
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...
Monday 21 October 2024
Samsung and SK Hynix pivots to high-value memory tech to fend off China's price wars
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...
Monday 21 October 2024
Lite-On pivots to AI server solutions, targeting double-digit sales growth by 2025: An interview
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...
Monday 21 October 2024
Huawei's flagship Mate 70 ready to hit the mark on Singles' Day 2024
As the fourth quarter of 2024 progresses, Singles' Day 2024 stands as a crucial barometer for China's consumer electronics rebound. The annual flagship smartphone race among Chinese...
Monday 21 October 2024
Oversupply of SiC substrates drives prices down, challenging GaN market
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...
Monday 21 October 2024
Micron, Intel, Tesla get hit with collateral damage from China's national security measures
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing...
Monday 21 October 2024
TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei
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:...
Friday 18 October 2024
Samsung reportedly considering redesigning 1a DRAM to improve HBM quality
Samsung Electronics is encountering significant challenges, especially in its semiconductor business. Beyond stagnation in its foundry business, concerns about its competitiveness...