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Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
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...
Wednesday 15 May 2024
Foxconn's 1Q24 earnings call: more opportunities for CDMS business model as EV market competition intensifies
Foxconn held its earnings call for the first quarter of 2024 on May 14, during which the focus remained on AI servers and the EV market. By building upon its solid technological expertise,...
Tuesday 14 May 2024
Taiwan announces IC Taiwan Grand Challenge Competition to attract innovative teams and talent
Taiwan's National Science and Technology Council (NSTC) announced the launch of the "IC Taiwan Grand Challenge" on May 14 to attract global IC-related teams to Taiwan to propose research,...
Tuesday 14 May 2024
Samsung said to skip 300+ layers and directly target 400+ to reclaim 3D NAND leadership
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...
Tuesday 14 May 2024
As price competition in China's IC industry turns to race to the bottom, Taiwan-based IC design firms maintain distance
Taiwan-based IC design firms have been coping with aggressive price slashing from China-based competitors, in one of the most challenging situations the industry has faced for more...
Friday 10 May 2024
SMIC warns of growing chip pricing competition in China
Semiconductor Manufacturing International Corp. expects its average selling price to fall this quarter as chipmakers increase capacity, raising the alarm about growing price competition...
Friday 10 May 2024
SMIC surpasses UMC in sales, competition pressures SMIC profit
According to SMIC's financial results, it reported rising sales in the first quarter but saw worsening profits due to intensifying competition in China, particularly in commoditized...
Thursday 9 May 2024
US Justice Department steps up focus on competition in AI
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...
Thursday 9 May 2024
What's behind Samsung and SK Hynix's intense HBM competition?
Samsung Electronics and SK Hynix are locked in fierce competition in the High-Bandwidth Memory (HBM) market, with attention turning to Nvidia, the leader in Artificial Intelligence...
Friday 3 May 2024
SDC saw operating profits drop in 1Q24 due to weak iPhone sales and intensifying competition
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...
Wednesday 24 April 2024
HBM prices likely to fall in 2H24 due to intensified market competition
Nvidia is arguably the biggest "beneficiary" of Artificial Intelligence (AI) so far, but the recent 10% plunge in Nvidia's stock price and the evaporation of its market capitalization...
Thursday 18 April 2024
Automotive IDM competition intensifies
Leading automotive IDMs are facing increasing competition, with STMicroelectronics (ST) trailing closely behind second-placed NXP Semiconductors, according to TechInsights.
Friday 12 April 2024
Samsung faces first large-scale strike in history amid intensifying global competition
Samsung Electronics is caught in the history of the first collective strike crisis in South Korea amidst intensifying global semiconductor competition. Samsung's five labor unions,...
Thursday 11 April 2024
Price competition a concern in 2H24, as IPC companies see orders return
Industrial PC (IPC) makers are optimistic about the second half of 2024, as orders begin to return with the end of inventory destocking at the client end. However, pricing may become...
Monday 8 April 2024
Samsung's advanced packaging reportedly grabs Nvidia orders amid competition with TSMC
Samsung Electronics' advanced packaging business, Samsung Advanced Package Technology(AVP), has successfully garnered the attention of Nvidia by providing interposer and 2.5D packaging...