25
Oct
25
Oct
AOC AGON Pro AG276QKD with a 26.5″ QHD OLED display and a 480Hz refresh rate goes official
25
Oct
SK Hynix dismisses HBM oversupply concerns, deepens TSMC partnership for HBM4 development
SK Hynix delivered a record-breaking performance in the third quarter of 2024 with both revenue and operating profit reaching all-time highs, driven largely by its dominance in high bandwidth memory (HBM). The company confidently dismissed market concerns about HBM’s oversupply, reaffirming the strength of its product lineup and projecting continuous profitability.
25
Oct
iPhone 16 sales surge in China and Taiwan, but challenges persist
Following the iPhone 16’s release, robust sales reports have emerged from China and Taiwan, with market analysts anticipating continued growth driven by upcoming e-commerce holiday promotions and Apple’s price adjustments.
25
Oct
Qualcomm’s new Snapdragon 8 Elite boosts Samsung’s competitiveness while raising questions about Exynos future
Qualcomm’s newly unveiled mobile application processor (AP), the Snapdragon 8 Elite, demonstrates significant performance improvements over its predecessor and reportedly surpasses the A18 Pro chipset in Apple’s iPhone 16 Pro. This advancement is expected to strengthen Samsung Electronics’ Galaxy series smartphones in the premium market while further challenging Samsung’s AP business.
25
Oct
Micron PCIe Gen5 SSDs earn spot on Nvidia GB200 NVL72 vendor list
Micron Technology has announced that its 9550 PCIe Gen5 E1.S data center SSDs have been qualified for Nvidia’s recommended vendor list (RVL) for the NVIDIA GB200 NVL72 system and its derivatives.
25
Oct
Musk and Trump’s EV standoff sparks industry debate
Tesla just posted its strong third-quarter earnings, however, the talk of the town has been on CEO Elon Musk’s political tango with Republican presidential candidate Donald Trump. The two are at odds over electric vehicles (EVs), AI-driven automation, and climate change, raising concerns about potential conflicts if Trump wins and Musk becomes more politically involved.
25
Oct
Tongtai expands semiconductor presence with PCB, FOPLP solutions
Tongtai Machine & Tool is intensifying its expansion into the semiconductor sector, targeting automotive, aerospace, medical, and electronic semiconductors. The company forecasts a significant rise in semiconductor revenue. Beginning in the fourth quarter of 2024, it expects Thai customers to ramp up orders for PCB drilling machines, fueling short-term growth. In line with the China+1 strategy, Tongtai is strengthening its presence across Thailand and Southeast Asia to diversify operations and seize new market opportunities.
25
Oct
Kioxia and Nanya join forces to develop next-gen DRAM
Japanese NAND flash leader Kioxia has partnered with Taiwan’s Nanya Technology to develop groundbreaking DRAM technology that reduces component size by two-thirds. This milestone represents Kioxia’s first venture into DRAM development since becoming independent from Toshiba in 2018, extending beyond its core NAND and SSD business.
25
Oct
NAND flash market faces cyclical downturn amid production adjustments
The NAND flash market is currently experiencing a cyclical downturn due to persistent oversupply conditions. Key factors contributing to this situation include weakening demand from the PC and mobile sectors, which traditionally represent major consumers of NAND flash, and increased production by manufacturers who had anticipated a strong market recovery that has yet to materialize.