The ongoing AI wave is propelling major cloud service providers (CSP), brands, and enterprises to continue investing in the AI arms race, and it also allows related businesses to see the prospects of future market growth.
Recent data indicates an uptick in semiconductor industry inventories, particularly among top chip companies capitalizing on the AI trend. While China has witnessed a rise in listed semiconductor firms, it continues to face challenges, particularly in the memory business sector.
In the ever-evolving cybersecurity landscape, where threats are becoming increasingly sophisticated and adversaries are leveraging advanced technologies like AI, the role of cybersecurity professionals has never been more crucial. Check Point is at the forefront of this battle, shedding light on the pressing cyber threats and deploying innovative, proactive, and AI-powered strategies to combat them.
Canon's semiconductor equipment business, despite representing only 7.5% of its revenue in the fiscal year 2023 (January 2023 to December 2023), achieved a profit margin of 18.6%, surpassing other sectors such as copiers, medical devices, and cameras.
According to Industrial PC (IPC) maker Aaeon, edge computing will be the main battleground in the IPC industry as AI adoption grows. However, product design must go hand in hand with software development to ensure a steady foothold in this new ecosystem.
Due to a lack of killer apps, 5G smartphone sales have been sluggish at the consumer end of the market, leading to a drop in momentum at wireless testing and certification lab Sporton International, says special assistant to the president David Chou. However, Sporton is optimistic about AI-enabled devices driving sales in the latter half of 2024.
Industry sources predict that niche market memory prices will increase only marginally in 2024. However, by the second half of 2025, prices are expected to revert to pre-epidemic levels as supply and demand in the market realign.
Robust AI server demand in China boosted the sales performance of Inspur Electronic Information Industry Systems (IEIT) and Foxconn Industrial Internet (FII) in the first quarter of 2024.
Topco Scientific, a Taiwan-based semiconductor material distributor, has seen a significant increase in orders from Chinese foundries whose 12-inch fab utilization rates have risen above 90%.
Notebook shipments are expected to see a gradual pick-up starting in the third quarter of 2024, with the highly anticipated replacement demand driven by the arrival of AI PCs, according to industry sources.
Microsoft's headquarters has reportedly instructed the head of its China division to require its Chinese AI developers to either relocate to countries such as the United States and Australia or opt for resignation.
Following reports of Apple's withdrawal from the development of self-driving electric vehicles, Samsung Electronics is reportedly discontinuing its preliminary research on software algorithms for autonomous vehicles. The company will shift its focus to research and development in robotics due to uncertain commercialization prospects for self-driving technology.
Amazon participated in the private placement for SIP Core provider Alchip, purchasing around a 0.3% share in Alchip for US$16 million. Regarding this move, Bloomberg Opinion columnist Tim Culpan wrote on LinkedIn that in the current era of the AI development boom, having independent chip R&D capabilities is a major advantage in differentiating one's competitiveness.
To maintain its leading position in Artificial Intelligence (AI), Nvidia has mastered its CUDA software, constantly emphasized its affiliation with Taiwan and TSMC, and has even secured strong connections with the server supply chain in practice.
Tencent Cloud, the cloud business of global technology company Tencent, has recently announced the signing of a Memorandum of Understanding (MoU) with PT. Bank Rakyat Indonesia (Persero) Tbk. (BRI) and Hi Cloud Indonesia, a cloud service provider (CSP). The collaboration aims to drive innovation in BRI's banking services by leveraging technology, with a specific goal to enhance customer service and transaction experiences.
Siemens and Hon Hai Technology Group (Foxconn) have signed a Memorandum of Understanding (MoU) to accelerate digital transformation and sustainability in smart manufacturing systems.
Beijing-based startup 01.AI, founded by AI pioneer Kai-Fu Lee has officially rolled out its free AI one-stop platform "Wanzhi" tailored for the Chinese market.
Google has announced that the Circle to Search feature will continue to be introduced to more Android devices, with an estimated 200 million devices worldwide expected to use it by the end of 2024. The team also shared the origins of the Circle to Search feature and its differences from the Google Lens function.
Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax, as well as three key factors in the company's upcoming strategy. AI servers will generate more than half of server-related revenue, AI notebooks, and PCs are still in their early stages, and opportunities still lie in autonomous driving.
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's latest GB200-equipped servers the clear favorite due to its vast improvements over currently available products in terms of inference performance, training performance, and energy efficiency.
OpenAI Chief Scientist and co-founder Ilya Sutskever is leaving the artificial intelligence company, a departure that ends months of speculation in Silicon Valley about the future of a top AI researcher who played a key role in the brief ouster of Sam Altman last year.