Global server market, 3Q 2024
Global server shipments rose 4.3% sequentially in the third quarter of 2024, but may decline in the fourth quarter as demand stays fuzzy.
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Nov
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Nov
Trump is set to elevate China hawks, deepening Beijing rift
President-elect Donald Trump is poised to pick two men with track records of harshly criticizing China for key posts in his new administration, a sign relations between the superpowers may deteriorate further in coming years.
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Nov
Japan pledges fresh US$65 billion in support for chips and AI
Japanese Prime Minister Shigeru Ishiba pledged more than US$65 billion of fresh support for the nation’s semiconductor and artificial intelligence sector as Tokyo looks to keep up with a global spending spree on cutting-edge tech.
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Nov
Huawei’s HarmonyOS plans global expansion by 2026, taking on Android with ground-up developer migration
Huawei’s “Songshan Lake Initiative,” launched in late 2019 at its Dongguan facility, mobilized over 2,000 engineers globally over nine months to establish HarmonyOS for smartphones. This project marked a pivotal shift for Huawei, as covered by Yicai and The Paper.
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Nov
AI and semiconductor gains fuel automotive supply chain growth
Automotive supply chain players are increasingly branching out into non-automotive sectors, notably semiconductors, with companies like Global PMX and TsangYow at the forefront.
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Nov
Asus expects sequential revenue decline in 4Q24 despite Black Myth boost
On November 8, 2024, Asus held its financial briefing for the third quarter, reporting a significant boost in gaming notebook sales in the Chinese market, driven by the popularity of Black Myth: Wukong.
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Nov
Fitipower eyes 2025 growth with ESL, mobile DDIs amid nine-quarter revenue high
Taiwan-based display driver IC (DDI) manufacturer Fitipower Integrated Technology reported that its revenue for the third quarter reached nearly a nine-quarter high. The growth of mobile device DDIs has been a significant driving force; however, an increase in the shipment proportion of mobile device chips during the third quarter negatively impacted the overall product mix, leading to declines in gross margin and profitability.
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Nov
Syncmold expands investments in Thailand
Taiwan-based plastic molding and design provider Syncmold Enterprise approved a US$15 million increase in investment at its Thailand facility on November 8, bringing the total investment to US$20 million. This strategic move aims to position the company for an anticipated industry recovery in 2025.
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Nov
Merger speculation raises questions for Intel, AMD future
Recently reports have emerged that the Biden administration has proposed a controversial plan to bolster Intel by merging its chip design division with AMD’s corresponding departments. While both companies have established collaborative foundations, this speculation appears worrisome from both the market and technical perspectives.
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Nov
Kai-Fu Lee: AI 2.0 is the third wave of tech revolution, slams current AI ecosystem as unhealthy
Amidst China’s raging AI boom, Kai-Fu Lee, Chairman of Sinovation Ventures and CEO of 01.AI has gone on record criticizing the structure of the AI ecosystem while outlining where he believes the direction of the AI evolution may go.