China- and Taiwan-based memory module houses have been actively stockpiling in anticipation of a sustained increase in chip prices, according to industry sources. The majority of them had inventory turnover days of six to eight months at the end of the first quarter.
Alibaba Group Holding Ltd. slashed prices for a clutch of artificial intelligence services by as much as 97%, spurring an immediate response from Baidu Inc. in potentially the start of a price war in China's nascent AI market.
Sony's semiconductor business, namely the Imaging & Sensing Solutions Segment primarily driven by CMOS Image Sensors (CIS), is expected to experience significant growth in the fiscal year 2024 despite a decline in operating profits in the fiscal year 2023 (April 2023 to March 2024).
India's second-largest telco, Airtel, recently announced a long-term partnership with Google Cloud. The collaboration is expected to offer cloud services and Generative AI (GenAI) products for Indian businesses.
The advent of the AI smartphone era has marked a new chapter in the competition for Application Processors (AP) that determine smartphone performance, with the 3nm mobile AP war already underway.
Just over two months after announcing that they are jointly developing an extended reality (XR) headset device, it has been reported that the partnership between Meta and LG has fallen through.
The Winnipeg, Canada-based CEMWorks is looking to bring its electromagnetic (EM) simulation solution to more companies to help develop new technologies, contributing to the "precision and efficiency" of the design, manufacturing, and application process for electronics.
As Artificial Intelligence (AI) applications move from the cloud to the edge and end devices, the Industrial PC (IPC) sector is experiencing a broader application market.
US-based Astera Labs, which specializes in high-speed connectivity chips, has stepped up its investment in Taiwan to strengthen collaboration with local server ODMs.
Generative AI will inevitably move away from cloud services, which used to rely heavily on data centers and leave some private and real-time information to be processed on "edge" devices.
