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Friday 14 June 2024
Samsung to embrace rising high-end NAND demand for AI smartphones amid Chinese competition
Samsung Electronics is poised to enjoy a significant surge in demand for high-performance NAND flash chips used in mobile devices, fueled by the pervasive adoption of on-device AI...
Thursday 13 June 2024
Legacy tier-1s find themselves in tight spot as automakers transfer cost pressure
Legacy automotive tier-1 suppliers are in hot water because major automakers face fierce competition and scale back their EV investments. Carmakers continue to pressure tier-1s, saying...
Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions.
Thursday 13 June 2024
AI PCs still in warm-up mode
The AI PC market is still in its early stages, with killer products unlikely to debut until 2025, according to industry sources.
Tuesday 11 June 2024
Nvidia CEO Jensen Huang talks about partners, growing competition
Nvidia CEO Jensen Huang addressed the company's partnerships with Arm, High-Bandwidth Memory (HBM) manufacturers, Cloud Service Providers (CSP), and Taiwan's high-tech supply chains,...
Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU...
Thursday 30 May 2024
IPC industry holds its place as robot market holds great potential
NVIDIA has recently initiated the competition for AI computing demand in the market and raised abundant discussions about humanoid robots at GTC 2024. Businesses in the IPC (Industrial...
Wednesday 29 May 2024
European carmakers rely on cross-continental partnerships to compete in low-priced EV race
The competition of EUR20,000 (US$21,750) EV has mobilized the European automotive supply chain. Local automakers tend to collaborate with partners to gain a foothold in the sector...
Wednesday 29 May 2024
Malaysia to attract US$107 billion of semiconductor investments
Amid the global shifts in the chip industry, Malaysia is promoting its neutrality, non-alignment, and established IC backend industry as key advantages to advance and build a more...
Tuesday 28 May 2024
Lenovo's AI PCs aim for global edge amid rising competition
As the spotlight on AI-powered PCs intensifies and market competition heats up, Lenovo Executive Vice President Luca Rossi reveals the company's strategic move to offer differentiated...
Thursday 23 May 2024
Seven hours in Geneva hotel highlights US-China struggle on AI
For seven hours at a Geneva hotel earlier this month, top US and Chinese officials locked into talks on collectively managing their biggest fears around artificial intelligence —...
Thursday 23 May 2024
Nvidia keeps explosive momentum, struggles to meet soaring demand
Nvidia reported explosive growth and anticipates continued momentum in its Data Center sector as Generative AI (GenAI) gains popularity. However, the company warned of a supply crunch...
Tuesday 21 May 2024
Samsung foundry zooms on 'Nemo' in its competition with TSMC
Many in the South Korean industry believe that with TSMC, the leading semiconductor foundry, facing increasing risks from earthquakes in Taiwan and unstable cross-strait relations,...
Monday 20 May 2024
Challenges for AI PCs are just about to start
Barring any unexpected developments, AI PCs are expected to be the central focus of COMPUTEX 2024. It will also set off the first wave of competition in AI end-user products in 202...
Friday 17 May 2024
Streaming market sees new competition rising as Disney joins forces with Warner
The global Over-The-Top (OTT) streaming market competition is intensifying.