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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...
Friday 18 October 2024
ASML's 3Q24 report reveals diverging paths in wafer manufacturing
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market...
Friday 18 October 2024
Ecosystems, not first movers, will define AI's future success, says Appier CTO
As more and more conglomerates and stakeholders join the AI wave, each is striving to position themselves to get ahead of the game. However, Chen Mingyu, Chief Technology Officer...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Friday 18 October 2024
Beyond Arm: Who are Intel and AMD banding together against?
At Lenovo Tech World 2024, Intel and AMD announced an unexpected alliance to protect the future of the x86 architecture. This rare partnership highlights how even long-time rivals...
Friday 18 October 2024
Immersion cooling to cause major system overhaul and supply chain transformation
Many manufacturers are optimistic about liquid cooling solutions as artificial intelligence (AI) applications push cooling needs to the limits of current air-cooling systems. However,...
Friday 18 October 2024
Cerebras challenges Nvidia's dominance despite supply chain risks and heavy reliance on a single client
The vast business opportunities in AI have attracted numerous companies eager to capitalize on these prospects.
Friday 18 October 2024
Taiwan's machinery sector navigates ECFA uncertainties, but US market recovery brings hope
Taiwan's machinery sector, particularly its machine tool makers, is navigating an uneven market recovery and multiple challenges. While the US market shows signs of improvement, China's...
Friday 18 October 2024
Apple, Huawei lose steam, paving the way for Android SoC market breakthrough
Apple's sales growth in China has slowed in 2024, falling behind previous years' trends. Huawei, having re-entered the flagship market with its Mate 60 series in 2023, is now reportedly...
Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
Carota develops roadmap for meeting new requirements in future transportation in response to smart technology trends in commercial logistic vehicles
Fast-growing demand for transportation efficiency and increasingly stringent environmental protection regulations have made it essential for the global commercial vehicle sector to...
Friday 18 October 2024
Largan sees handset customers cut back orders, cautious about 4Q24 prospects
Largan Precision, a leading smartphone lens manufacturer reportedly in the Apple iPhone supply chain, has expressed caution about market prospects for the fourth quarter of 2024,...
Friday 18 October 2024
ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns
ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared outlook for the semiconductor sector. TSMC reported strong...
Friday 18 October 2024
Foxconn expands into AI with ambitions of forming full supply chain
With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.