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Tuesday 1 October 2024
Micron sees explosive AI PC growth, customers stockpile memory inventories
Micron CEO Sanjay Mehrotra recently shared insights into the AI-powered PC market from a memory provider's perspective during the company's latest earnings call. He highlighted the...
Monday 30 September 2024
Intel's EUR10 billion semiconductor plant stalls amid German chips and batteries budget battle
Intel's EUR10 billion (approx. US$10.5 billion) semiconductor plant in Magdeburg, Germany, has hit a major roadblock as the country faces a critical budget tug-of-war between funding...
Monday 30 September 2024
Intel's Smart Capital: lifeline or stranglehold on future growth?
Amid speculation surrounding a potential acquisition of Intel by Qualcomm, reports have surfaced indicating Apollo-managed funds, a key partner in Intel's "Smart Capital" initiative,...
Monday 30 September 2024
Intel's comeback in automotive: will its bet on smart cockpit pay off in dethroning Qualcomm?
Rumors have been swirling recently about Qualcomm's potential acquisition of Intel.
Friday 27 September 2024
AI PCs to drive battery module ASP
AI PCs will bring new opportunities to component manufacturers. Battery module manufacturer Simplo stated that due to AI PCs requiring larger battery capacity, the average selling...
Friday 27 September 2024
Local TSMC suppliers in Taiwan see more opportunities for orders from Intel, Huawei, and others
TSMC's global foundry market share has surpassed 60%, due in part to its efficient fab developments. Intel, Samsung, and Huawei have begun modifying their supply chain frameworks...
Friday 27 September 2024
US DoD authorizes 83 domestic firms; Taiwan chipmakers target tier 2 supply chain orders
A list of "Accredited Suppliers" for semiconductor design, wafer foundry, packaging, and testing, among other services, was recently published by the Defense Microelectronics Activity...
Thursday 26 September 2024
Will Samsung follow in Intel's footsteps and spin off its wafer foundry business?
Intel is currently facing an unprecedented crisis and recently decided to spin off Intel Foundry (IF), hoping to revive its foundry business by adopting TSMC's "no competition with...
Thursday 26 September 2024
Qualcomm's Intel takeover seen as unlikely; speculation on Qualcomm's intentions arises
Rumors about Qualcomm's attempt to take over Intel have been intensifying, despite various sources suggesting that "everything is still in the early stages." The market remains highly...
Wednesday 25 September 2024
Likelihood of Qualcomm acquiring Intel
On September 20, news of Qualcomm's intentions to acquire Intel sent a shock wave through Silicon Valley and Wall Street.
Tuesday 24 September 2024
Global semiconductor sales hit US$162.1 billion in 2Q24; Nvidia shines
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
Tuesday 24 September 2024
Intel's US-backed semiconductor plans threaten Samsung and South Korea's goals
Nvidia and AMD, two prominent US clients of TSMC, have recently hinted at expanding their chip manufacturing partnerships. This development has stirred interest within South Korea's...
Tuesday 24 September 2024
Intel's AI PC processor sees significant global adoption, emphasizing software ecosystem
Intel reports significant global adoption of its AI PC processor, highlighting its robust software ecosystem and hardware performance, including the recent Lunar Lake processor. CyberLink...
Tuesday 24 September 2024
Qualcomm's Intel takeover ambition: why Taiwan suppliers consider it a disaster
In response to speculation that Qualcomm is approaching Intel about a possible takeover, industry sources in Taiwan believe the merger would be disastrous since it undervalues Intel...
Monday 23 September 2024
Intel spins off IFS as subsidiary to enhance financial transparency, secure funding
In February 2024, Intel began independently reporting revenue and profit data for Intel Foundry Services (IFS), distinguishing it from the main product division. This strategic move...