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Tuesday 2 July 2024
Huawei is developing HBM with Wuhan XMC: media
Rumors from various sources said Huawei is partnering with Wuhan XMC to develop high bandwidth memory (HBM) to meet the robust demand for Artificial Intelligence (AI).
Tuesday 2 July 2024
Samsung allegedly lowers 2024 TV shipment goal upon debatable 'sports year'
Due to weak end-user demand and poor performance during China's 618 shopping festival, TV brands had high inventory levels after stocking up on panels in the first half of the year...
Tuesday 2 July 2024
AI server demand to drive PCB growth, as ESG trends gain prominence
PCB firms have previously counted on Apple's product launches in the second half of 2024 to drive momentum. With the advent of generative AI and the ensuing surge in AI server shipments,...
Monday 1 July 2024
South Korea's export growth accelerates on record chip sales
South Korea's export growth accelerated last month, reflecting resilience in global demand as the artificial intelligence and technology sectors drive record gains in semiconductor...
Monday 1 July 2024
SK Hynix aims to lead HBM Market for AI Chips, invests $75 Billion by 2028
Following a two-day annual strategy meeting, SK Hynix has announced plans to invest a hefty KRW$103 trillion (USD$74.6 billion) in its chip business for the next 3 years. SK Group,...
Monday 1 July 2024
Memory market faces price tug-of-war amid weak demand and excess inventory
The memory market is currently experiencing a tug-of-war over prices.
Monday 1 July 2024
HBM creates winners in the semiconductor ecosystem in 2Q24
Despite ongoing inventory challenges, global semiconductor providers have seen substantial increases in market valuations over the past quarter.
Monday 1 July 2024
EU eyes space for energy-hungry AI data centers
As AI demand surges, data centers are consuming critical levels of energy, raising concerns about an impending energy and environmental crisis.
Friday 28 June 2024
China's HBM demands account for 7% of 2024 global total
High Bandwidth Memory (HBM) is becoming the core of the High-Performance Computing (HPC) arms race.
Friday 28 June 2024
Samsung leads chip market amid surging AI memory demand, but foundry gap with TSMC widens
Samsung Electronics emerged as the leader in the global semiconductor market (excluding foundry) in the first quarter of 2024, capturing an 11% market share by sales value, according...
Friday 28 June 2024
TV market replenishes in second quarter as large-size DDIs face risks in 2H24
Some display driver IC (DDI) manufacturers noted in their earnings calls that the second quarter of 2024 will see a peak in TV application orders, boosting the shipment performance...
Friday 28 June 2024
MCU diversifies for demand recovery in 3Q24
After several quarters of continuous inventory adjustments, the microcontroller (MCU) industry has seen most companies' inventories bottom out.