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NEWS TAGGED ANALYSIS
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Wednesday 21 February 2024
With reported returns of Vision Pro, how can Apple get the market to accept an imperfect product?
It has been nearly three weeks since Apple launched the Vision Pro on February 2. While some users have praised the experience and visual performances, Vision Pro's honeymoon phase...
Tuesday 20 February 2024
Gelsinger's plans to turn Intel around with IDM2.0 and IFS
After leaving Intel for 12 years, former Chief Technology Officer Pat Gelsinger returned in mid-February 2021 to take over as Intel's eighth CEO. However, compared to his tenure from...
Friday 16 February 2024
Now is the time to embrace Canada for an integrated North American semiconductor supply chain
The aftermath of the COVID-19 pandemic has sparked many economies to address the disruptions caused throughout the global semiconductor supply chain. Whether the result of so-called...
Thursday 15 February 2024
OpenAI's trillion-dollar chip plan can end well if right move is made
Nvidia's many customers, including Open AI CEO Sam Altman, are trying to find ways to cut dependency on its AI chips. While specialists have pointed out that Altman's lack of understanding...
Tuesday 6 February 2024
SMIC reportedly building 5nm capacities in Shanghai to produce Huawei's smartphone and AI chips
SMIC is said to have set up a new semiconductor production line in Shanghai and hopes to utilize its existing US and Dutch manufacturing facilities to mass-produce Huawei HiSilicon's...
Monday 5 February 2024
Eeny meeny miny SMIC: US removes China's SMIC HK from military companies list
SMIC Hong Kong International Company Limited (SMIC HK) has been removed from the US Department of Defense (DOD) 1260H list of Chinese military companies.
Friday 2 February 2024
AMD's MI300 steals the show of AI PC processors
Although AI PC has become a hot topic the market has been following lately, AMD's AI GPUs, such as the MI300, were the center of attention during AMD's latest earnings call.
Tuesday 30 January 2024
South Korea prepares for Micro LED seachange
Apple's anticipated introduction of Micro LED panels into smartwatches may have caught South Korea, which has long invested in OLED off guard.
Tuesday 30 January 2024
Samsung throws down the gauntlet to Chinese rivals
For Samsung, 2024 is a crucial year to catch up, both in the Chinese market and globally.
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry...
Friday 26 January 2024
Intel reportedly to integrate Samsung's LPDDR5X in Lunar Lake CPU by 3D packaging
Samsung Electronics and Intel have long competed with each other for first place in the fierce global semiconductor IDM market, and a fierce battle for orders and rankings has begun...
Thursday 25 January 2024
India special report: Made-in-India is taking off
India is a major global market for consumer electronics and has begun developing its electronics manufacturing supply chain.
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.