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Tuesday 25 June 2024
Taiwanese DDI vendors upbeat about 2H24
Taiwan-based Display Driver IC (DDI) vendors are upbeat about the upcoming high season in the second half of 2024, as inventory in the supply chain has returned to healthy levels...
Friday 21 June 2024
China's 618 TV sales leaps and declines, intense competition in large-screen TVs
In 2024, the initial week of China's 618 TV sales showed impressive results, but sales in the second and third weeks weakened significantly.
Tuesday 18 June 2024
MSI and ASRock catch up in the AI server race
Jensen Huang, CEO of NVIDIA, paid a two-week visit to Taiwan at the end of May, hyping up the AI craze all over again.
Monday 17 June 2024
HBM competition (3): the likely changes in the industry ecosystem
Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry.
Monday 17 June 2024
AI server boom drives demand for PCIe Gen5 retimers, Astera Labs dominates supply but faces new competition
High-speed transmission of AI servers has become a critical factor for major chipmakers and their supply chain partners to improve cloud computing performance, significantly driving...
Friday 14 June 2024
Samsung to embrace rising high-end NAND demand for AI smartphones amid Chinese competition
Samsung Electronics is poised to enjoy a significant surge in demand for high-performance NAND flash chips used in mobile devices, fueled by the pervasive adoption of on-device AI...
Thursday 13 June 2024
Legacy tier-1s find themselves in tight spot as automakers transfer cost pressure
Legacy automotive tier-1 suppliers are in hot water because major automakers face fierce competition and scale back their EV investments. Carmakers continue to pressure tier-1s, saying...
Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions.
Thursday 13 June 2024
AI PCs still in warm-up mode
The AI PC market is still in its early stages, with killer products unlikely to debut until 2025, according to industry sources.
Tuesday 11 June 2024
Nvidia CEO Jensen Huang talks about partners, growing competition
Nvidia CEO Jensen Huang addressed the company's partnerships with Arm, High-Bandwidth Memory (HBM) manufacturers, Cloud Service Providers (CSP), and Taiwan's high-tech supply chains,...
Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU...
Thursday 30 May 2024
IPC industry holds its place as robot market holds great potential
NVIDIA has recently initiated the competition for AI computing demand in the market and raised abundant discussions about humanoid robots at GTC 2024. Businesses in the IPC (Industrial...
Wednesday 29 May 2024
European carmakers rely on cross-continental partnerships to compete in low-priced EV race
The competition of EUR20,000 (US$21,750) EV has mobilized the European automotive supply chain. Local automakers tend to collaborate with partners to gain a foothold in the sector...
Wednesday 29 May 2024
Malaysia to attract US$107 billion of semiconductor investments
Amid the global shifts in the chip industry, Malaysia is promoting its neutrality, non-alignment, and established IC backend industry as key advantages to advance and build a more...
Tuesday 28 May 2024
Lenovo's AI PCs aim for global edge amid rising competition
As the spotlight on AI-powered PCs intensifies and market competition heats up, Lenovo Executive Vice President Luca Rossi reveals the company's strategic move to offer differentiated...