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.

Market research firm DSCC recently stated that for Apple's OLED iPad launched in 2024, LG Display (LGD) is expected to account for over 65% of the panel shipments, ahead of Samsung Display (SDC). Observers in the South Korean industry have raised concerns about Apple issuing rather harsh requirements, suspecting that Apple may be attempting to shift the "responsibility" of weak sales and shipments onto the South Korean panel manufacturers

In a recent move aimed at bolstering national security measures, the US Commerce Department's Bureau of Industry and Security (BIS) has added 37 entities to the Entity List under the Export Administration Regulations (EAR), including 22 from the People's Republic of China (PRC). What is noteworthy is that quantum technology is specifically mentioned for adding the new Entity List.

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?

As financial reports unveil, industry heavyweights Amazon, Alphabet, Microsoft, and Meta are pouring significant resources into AI infrastructure.

In the first quarter of 2024, Samsung Electronics reclaimed the top spot in smartphone shipments in the global market.

Chinese tech conglomerate Huawei has dismissed rumors that it is increasing efforts in PC chip R&D, to launch the Kirin X series PC processor line in 2024.

The US must undertake a "full-time surge" to combat the rise in cyberattacks that are undermining US national security, the recently departed head of the National Security Agency said in an interview.

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.