The era of advanced process inflation has arrived, with the price of 3nm processes continuing to rise. Key system-on-chip (SoC) components such as Qualcomm’s Snapdragon 8 Elite and MediaTek’s Dimensity are seeing significant price increases, leaving downstream smartphone manufacturers in distress, lamenting that the inflation from “advanced processes” is causing smartphone prices to rise instead of fall, making business increasingly difficult.

Tesla’s latest announcement regarding its self-driving taxi (Robotaxi) has attracted worldwide interest, indicating a significant advancement in its Full Self-Driving (FSD) technology. However, hurdles exist for the electric vehicle vendor pushing autonomous driving in not only the US but also China.

GaAs foundry house Win Semiconductors (WinSemi) has offered a weak outlook for China’s Android phone market in the fourth quarter of 2024, but expects significant results from satellite, Wi-Fi 7, and AI-driven optical communications applications.