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Friday 26 July 2024
NAND flash capex to slow in 2024
The world's top-3 memory chipmakers are likely to reduce their NAND flash memory capex in 2024, following two years of robust spending, according to industry sources.
Friday 26 July 2024
Next-gen Samsung flagship tablet may use MediaTek chips
More information has been leaked about MediaTek's Dimensity 9300+ processor, which is expected to power Samsung Electronics' next-generation flagship tablet, the Galaxy Tab S10, according...
Thursday 25 July 2024
How smartphone panels using two different technologies face different fates
Smartphones are increasingly using AMOLED panels and in the first quarter of 2024, the overall shipment volume of AMOLED panels surpassed TFT LCD panels for the first time, making...
Thursday 25 July 2024
Weakening Japanese yen increases pressure on Taiwan ABF substrate suppliers
The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership,...
Tuesday 23 July 2024
NAND memory bit shipment growth in 2H24 to be boosted by iPhone 16 demand
NAND Flash memory suppliers are gearing up for robust demand driven by AI smartphones in the third quarter. Some sources suggest that production lines may already be experiencing...
Tuesday 23 July 2024
Mobile SoC suppliers expect limited growth in smartphone market in 2024
The buzz around AI smartphones is palpable, but their widespread adoption and impact on upgrade demand are expected to become more significant in approximately two years.
Tuesday 23 July 2024
Indkal targets US$35 million in sales for Acer-branded smartphones
India-based EMS/ODM startup Indkal Technologies has signed a deal to design, manufacture, and sell smartphones under the Acer brand. Indkal plans to use an omnichannel strategy for...
Monday 22 July 2024
Apple Tim Cook promotes Vision Pro amid sluggish US sales
Apple's (Apple) Mixed Reality (MR) device, the Vision Pro, has gradually entered more markets, including China, Japan, Singapore, the UK, Canada, and Australia.
Friday 19 July 2024
Huawei sues MediaTek in potential shift to IC design house patent licensing
MediaTek has issued a statement confirming that Huawei has filed a lawsuit against the company. This legal action may indicate a significant shift in Huawei's approach to patent li...
Thursday 18 July 2024
BMW increases car prices in China
BMW, along with Mercedes-Benz and Audi, previously joined the fray in the price war in China's car market for a short period of time, but has now decided to hike prices across its...
Wednesday 17 July 2024
Taiwan pays US$4.75 billion for defense since 2022; Trump says it's not enough
In recent years, Taiwan has significantly increased its defense procurement from the US. However, US Republican presidential candidate Donald Trump continues to assert that Taiwan...
Wednesday 17 July 2024
Passive component demand and prices to be driven higher by AI
Thanks to improving demands in the smartphone and notebook markets, Japanese passive component suppliers are likely to raise inductor prices. However, Taiwanese suppliers believe...
Wednesday 17 July 2024
Glass substrate prices to increase in 3Q24
Glass substrate prices are expected to rise in the third quarter of 2024, reflecting the depreciation of the Japanese yen, the tight supply-demand balance, and profits made by some...
Tuesday 16 July 2024
Samsung spearheads NAND recovery as QLC, AI drive market shift
Samsung Electronics has nearly doubled its NAND Flash production in the second quarter of 2024 after hitting a low point in the fourth quarter of 2023.
Tuesday 16 July 2024
Memory prices to rise at slower pace in 3Q24
DRAM and NAND flash memory prices will continue to rise in the third quarter, albeit at a slower rate than in the first half of this year, as market circumstances improve more, according...