Foxconns revenue for the first quarter totaled NT$1.32 trillion (US$40.73 billion), a decline of 9.47% compared to the same period last year. This figure also missed Bloomberg's estimates of NT$1.37 trillion. Operating profit for the quarter was NT$36.75 billion, a decrease of 9.3% year-on-year, better than Bloomberg's estimates of NT$35.16 billion.
With the rise of AI, SK Hynix has successfully developed a new mobile NAND Flash solution called ZUFS (Zoned UFS) 4.0, targeting on-device AI applications.
With the rise of Artificial Intelligence (AI), the NAND flash market is experiencing significant growth. This has reignited the competition between Samsung Electronics and SK Hynix for dominance in the 3D NAND market, and their rivalry in stacking more than 400 layers of 3D NAND is expected to intensify further in 2025.
Asus has reported better-than-expected results for the first quarter of 2024, as its PC and motherboard businesses see sustained shipments, and AI servers begin contributing significantly to revenue.
Semiconductor materials distributors are optimistic about operations in the second quarter of 2024, driven by rising semiconductor capacity and long-term demand for AI and High-Performance Computing (HPC).
OpenAI has introduced GPT-4o, o for omni, a model designed to process audio, visual, and text data in real time, a step toward more natural human-computer interaction.
The AI boom is driving chipmaking advancements, with Co-Packaged Optics (CPO) promising to stake a claim as a favored semiconductor packaging technology along with CoWoS.
Microsoft Corp. plans to spend €4 billion ($4.3 billion) building cloud and AI infrastructure in France, announcing its latest major outlay on artificial intelligence technology.
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole supplier of AI chips for Nvidia and other vendors, is also bolstering its supply chain partners with recent capacity expansions.
KPMG Taiwan released the latest Global Venture Capital Analysis report on May 9, saying that Artificial Intelligence (AI) startups are the apple in the eyes of venture capitalists worldwide.
TSMC reported consolidated net revenue of over NT$236 billion (US$7.3 billion) in April 2024 while Apple's iPhone deliveries slowed and the company still experiences the aftereffects of a strong earthquake in Taiwan on April 3.
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would indefinitely shelve its sub-7nm development, still has a chance to enter the AI market pie. Is there still a chance for GF to get a piece of the AI market pie?
Micron Technology has announced the availability of the Crucial series LPCAMM2, an innovative form factor for next-generation notebook memory that incorporates LPDDR5X mobile memory to enhance the performance of notebooks intended for professionals and creators.
Even with the slow recovery in the PC market, continued healthy demand for motherboards and the AI server trend have helped Asus and Gigabyte maintain revenue growth into April 2024, with Gigabyte, in particular, seeing single-month revenue reach a record high in April.
The US Justice Department is stepping up its focus on competition in the artificial intelligence industry, top officials said, as Big Tech companies invest billions of dollars to gain an edge in the new technology.
Apple's latest release of the brand-new iPad series brings a fresh outlook to the long-stagnant tablet market and is expected to serve as a revenue booster for the main assembler, Hon Hai Precision Industry (Foxconn), in the months ahead. However, according to supply chain sources, Foxconn's overall revenue contribution from the new iPad series could still be affected by off-season effects in the second quarter of the year.
To take advantage of the rebound in the global monitor market in 2024, companies such as Samsung Electronics and LG Electronics are targeting high-performance, gaming, and AI demands by launching new monitor products to accelerate their market penetration.
