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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 8 May 2024
Apple unveils M4 iPad Pro, setting new benchmark for AI notebooks
Apple unveiled its newest iPads, including its slimmest offering yet, and introduced the groundbreaking M4 chip, a technological marvel capable of tackling AI tasks on the device...
Tuesday 7 May 2024
Lenovo and Huawei's venture into AI PCs adds fuel to replacement wave in China
The first year of the AI PC era saw major Chinese manufacturers like Lenovo and Huawei aggressively positioning themselves in the AI PC market to capture higher market shares. Looking...
Tuesday 7 May 2024
IC design houses upbeat about 2H24 prospects
Taiwan-based IC design houses are generally bullish about their market prospects for the second half of 2024, notwithstanding the persistently unfavorable macroeconomic climate, according...
Tuesday 7 May 2024
End of US-China trade war? Cross-strait trade and investment gradually recovering
US Intelligence Communities have successively pointed out that the geopolitical risks in the Taiwan Strait seem to be increasing with incidents such as Xiamen coast guard vessels...
Tuesday 7 May 2024
Speculation arises about Apple exploring collaboration with EV startup
Speculation has surfaced among supply chains that Apple is studying the possibility of working with an Electric Vehicle (EV) startup company.
Monday 6 May 2024
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone...
Monday 6 May 2024
Apple no longer silent on AI; GenAI major talking point at earnings call
At its recent earnings conference for the second quarter of fiscal year 2024, Apple finally strayed away from its past tight-lipped approach regarding AI and Generative AI, openly...
Monday 6 May 2024
Keyboards and screens could see major design shifts as part of changes brought upon by AI PC
AI PCs are estimated to be a focal point of the industry in the second half of 2024. However, there has yet to be a clear definition of what constitutes an AI PC. Analysis by the...
Monday 6 May 2024
Semco and LG Innotek outperform expectations in 1Q24 due to AI-driven growth in high-end components
Amidst the global economic downturn and the continuous slowdown in end-product IT demand, Samsung Electro-Mechanics (Semco) and LG Innotek, which previously experienced severe performance...
Monday 6 May 2024
Taiwanese optical device players seek new application horizons beyond smartphones, diverge on 'Taiwan+1' strategies
As smartphone sales plateau compared to the rapid growth seen 5-10 years ago, Taiwan's optical solutions providers, primarily serving the smartphone market, are seeking new growth...
Friday 3 May 2024
Apple's surprise iPhone China growth leaves lingering questions
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.
Friday 3 May 2024
Qualcomm sees smartphone demand surge, eyes AI PC market entry
Qualcomm's first-quarter fiscal report has signaled an ongoing recovery in smartphone demand, with robust demand in the high-end Chinese smartphone market.
Friday 3 May 2024
Meta struggled to monetize AI products in near term
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.
Friday 3 May 2024
Samsung's MX division scores stellar 1Q24 results fueled by AI-powered Galaxy S24 success
Bolstered by strong sales of its first AI smartphone, the Galaxy S24 series, which debuted earlier this year, Samsung Electronics Mobile eXperience (MX) division achieved remarkable...
Friday 3 May 2024
Elan expects chip demand for AI PCs to emerge as early as 4Q24
Touch controller chip and fingerprint sensor specialist Elan Microelectronics believes that demand for AI PCs will rise and ferment as early as the fourth quarter of 2024.