Just before the opening of the Mobile World Congress (MWC), China's Honor held an announcement event to reveal its latest Magic 6 and MagicBook 16 series. Proclaimed to have the world's first "Intent Recognition" human-machine interface, these products can predict users' smartphone and PC needs. Honor is attempting to ride the AI wave to expand its overseas market.
Micron Technology has begun volume production of its HBM3E memory. Nvidia H200 Tensor Core GPUs, which will begin shipping in the second calendar quarter of 2024, will include Micron's 24GB 8H HBM3E memory.
In recent years, Synaptics, a leading US-based IC design firm, has undergone a transformation, refocusing its efforts on IoT applications. This strategic shift included divesting its mobile Touch with Display Driver (TDDI) business and reallocating resources to the automotive electronics sector. Despite maintaining a robust presence in traditional areas like PC touchpads and fingerprint recognition chips, Synaptics has strategically expanded its IoT product line through acquisitions and in-house research and development.
Meta and LG Electronics are expected to officially launch their AI and metaverse alliance. According to the latest reports from Korean media outlets, Meta CEO Mark Zuckerberg is visiting Korea for the first time in 10 years and is scheduled to meet with LG Electronics CEO William Cho to negotiate the development of extended reality (XR) headset devices.
Newcomers to the industry are often intimidated by the flexibility and diversity of the strategies of the traditional large companies that are constantly responding to change. When analyzing industry trends, real-time information is needed with industry knowledge accumulated over the years. We have selected 10 issues enterprises must pay attention to in 2024 for this series of column articles.
The US government said leading-edge chipmaking firms were asking US$70 billion in subsidy under the CHIPS and Science Act, days after TSMC opened its Kumamoto fab, with attention shifting to the slow progress of TSMC's and Intel's fabs in the US. The US also confirmed its aim to produce 20% of the world's most advanced logic chips by 2030.
In response to its mid-term expansion strategy, Unimicron Technology has upped its capex goal for this year by NT$6.9 billion (US$218.8 million) to NT$24.2 billion, a nearly 40% increase, according to the IC substrate and PCB manufacturer.
Compal Electronics has announced its collaboration with MediaTek, Kiwi Technology, Skylo, and Creative5 to showcase its Non-Terrestrial Network (NTN) satellite Internet of Things (IoT) solution. Compal's satellite IoT solution seeks to provide global network coverage and offers communication services in various outdoor environments and locations. It will make its debut at MWC 2024 from February 26 to 29.
Server vendors, including Quanta Cloud Technology (QCT), Supermicro Computer, and Wiwynn, will showcase new AI-capable servers at the Mobile World Congress (MWC) 2024, which runs from February 26 to 29.
Smartphones with generative AI (GenAI) capabilities are expected to be the hot topic for the Mobile World Congress (MWC) 2024, with major chipmakers Qualcomm and MediaTek gearing up to demonstrate related products and applications.
Mark Zuckerberg is poised for a packed week in Asia, with stops in Japan, South Korea, and India to work on artificial intelligence services and forge ties with business and government leaders in the region.
Today marks the grand opening of the MWC Barcelona 2024, where the global communication industry converges to unveil groundbreaking innovations. Departing from its traditional focus on smartphones, this year's MWC embraces a broader spectrum of technological advancements.
Since the beginning of 2024, iPhone sales in the Chinese market have faced significant challenges due to changes in the Chinese smartphone market and rivals offering generative AI features and foldable devices. The key for Apple to reverse this trend in China and attract Chinese consumers lies in the AI feature upgrades introduced with the iOS 18 update.
AI, 5G, and 6G will be the overarching themes as leading suppliers of the telecom industry convenene in Barcelona, Spain for the Mobile World Congress (MWC) Barcelona 2024. MediaTek, Huawei, and Qualcomm, in particular, zoom on Generative AI and pre-6G technologies for their MWC Barcelona 2024 demonstrations.
Eyeing AI business opportunities, Intel has announced its plans to launch the 1.4nm process by 2027. This reflects the company's ambitious goal of transitioning into an AI semiconductor custom foundry and surpassing Samsung Electronics to become the second largest in the wafer foundry sector.
At the 2024 International Solid-State Circuits Conference (ISSCC) in San Francisco, Kevin Zhang, TSMC's senior vice president of business development and overseas operations, delivered a keynote titled "Semiconductor Industry: Present & Future." He unveiled insights into the current state and future trajectory of the chip industry, emphasizing that Artificial Intelligence (AI) is propelling the semiconductor industry into a period of rapid growth, driving demand across various sectors such as energy efficiency, big data processing, and autonomous vehicles.
As AI applications develop, cloud and edge technologies continue to evolve simultaneously. Samsung Electronics has declared that it plans to integrate Galaxy AI into specific wearable devices after implementing it into smartphones. Given that Samsung and Google have maintained a certain level of collaboration, introducing next-gen AI into wearable devices will likely spark new developments for both sides.
Samsung Electronics launched its first AI smartphone, the Galaxy S24 series, in January 2024, hoping to reclaim its leading position in the smartphone market. It's worth noting that Samsung recently launched a Galaxy S24 with an upgraded RAM specifically for China to turn around its dismal performance in the Chinese smartphone market.
On February 20, Hon Hai Group (Foxconn) celebrated its 50th anniversary with a grand banquet, hosting prominent guests from major clients like Apple, suppliers, partners, government representatives, and diplomats, totaling 500 attendees from around the world. The spotlight shone on the interaction between Apple and Foxconn, underscoring their robust partnership evident in a post-event group photo.
Recently, DIGITIMES has had several reports and comments regarding Nvidia's launch of the 2-gen downgraded AI chip H20 designed exclusively for China, but a lack of interest from Chinese customers. It's worth discussing which semiconductor company will benefit from commercial opportunities provided by the vast supply and demand gap in the Chinese market.
After outperforming its competitors in 2023, Taiwan-based distributor Weblink International is charging even further ahead in 2024, with president Dave Lin noting three main growth drivers: new reselling partnerships, new business ventures, and new applications.
The Arm Total Design ecosystem has attracted international heavyweight partners. Arm Taiwan president CK Tseng pointed out that the existing infrastructure is no longer sufficient and is actively being transformed as AI rapidly evolves.