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May 3, 09:31
Apple to emerge from slump in 2H24, says supply chain
Apple is expected to rebound from a lackluster first half of 2024, with shipments of both iPhones and Mac computers picking up in the latter part of the year, say supply chain sources. As mere hardware refreshes can no longer stimulate consumer purchases, market attention has focused almost exclusively on AI and foldable screens; in Apple's case, however, implementing AI into their products may be the quicker option.
Apple Inc. surprised investors with a decent beat on quarterly revenue from China, countering months of data that showed a quickening decline in iPhone sales.
Imec.xpand, an independent global venture capital fund, today announced the launch of a new EUR 300 million fund aimed at accelerating the growth of transformative semiconductor and nanotechnology innovations.
Japan-based IC substrate manufacturer Ibiden saw a decline in its fiscal performance for 2023 (April 2023 to March 2024).
Qualcomm's first-quarter fiscal report has signaled an ongoing recovery in smartphone demand, with robust demand in the high-end Chinese smartphone market.
Following in the footsteps of MediaTek, Pegatron is also starting to use open-source models to build a Traditional Chinese LLM, with partners including Nvidia and other industry representatives. It is reported that the team that developed the Taiwan LLM, which is from the Department of Computer Science and Information Engineering (CSIE) at National Taiwan University (NTU), is also a partner.
Microsoft CEO Satya Nadella's tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company's strategic outreach efforts in the region.
Meta regained market focus with the widespread popularity of its open Llama. Nevertheless, as its AI investments are still in the early stages, it will take years to see returns.
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease. How SDC will respond to this has received a lot of attention.
The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly specialized field to gain their entry into the high-margin market of advanced chips and Chiplet.
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries and realize the dream of building a self-sufficient semiconductor supply chain?
Apple reported a fall in sales over the past quarter due to the high base effect and a few product launches a year ago. Apple anticipates a return to growth in the current quarter and is optimistic about stimulating growth through the forthcoming product launch event and a developer conference.