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06 Nov
Latest News and Trends

Meta ups investment in AI and XR despite rising losses, eyes 2025 growth

  • November 6, 2024
  • By author-avatar jeff
Meta Platforms has raised its 2024 capex forecast to between US$38 billion and US$40 billion, slightly above its earlier projection of US$37 billion to US$40 billion. This adjustment reflects Meta’s commitment to extensive infrastructure expansion, with a projected substantial rise in 2025 capex to support its long-term growth ambitions.

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06 Nov
Latest News and Trends

Nvidia’s Jensen Huang requests early shipment of HBM4 from SK Hynix

  • November 6, 2024
  • By author-avatar jeff
Nvidia CEO Jensen Huang emphasized during a video call at the SK AI Summit in Seoul’s Coex that he aims to strengthen collaboration with SK Hynix in the high bandwidth memory (HBM) sector. Specifically, he requested an expedited supply of the sixth-generation HBM (HBM4).

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06 Nov
Latest News and Trends

Trump teases shutting down CHIPS Act: what does it mean?

  • November 6, 2024
  • By author-avatar jeff
With the US presidential election on the horizon, Republican Donald Trump and Democrat Kamala Harris have drawn attention for their stances on Taiwan’s semiconductor industry. Interest surged following Trump’s controversial July 2024 interview, where he accused Taiwan of “taking away” US chip business and suggested Taiwan would need to pay for US protection.

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06 Nov
Latest News and Trends

AutoSys cuts into supply chain of US, Japan auto makers

  • November 6, 2024
  • By author-avatar jeff
Taiwan-based AutoSys, which specializes in algorithms for automotive 360-degree surround image detection and ADAS sensing system fusion, has penetrated the supply chains of the US and Japanese automotive markets.

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06 Nov
Latest News and Trends

MA-tek to open Hokkaido lab early to meet 2nm chip demand

  • November 6, 2024
  • By author-avatar jeff
MA-tek will launch its new lab in Hokkaido, Japan by the end of this year, well ahead of schedule, to meet increasing demand for inspection and analysis services supporting 2nm chip production, according to the company.

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06 Nov
Latest News and Trends

和辉光电:在建工程预计2025年12月达到预定可使用状态

  • November 6, 2024
  • By author-avatar jeff
在建工程中主要为公司募投项目,预计2025年12月达到预定可使用状态。

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06 Nov
Latest News and Trends

TrendForce:11月TV面板价格稳了!

  • November 6, 2024
  • By author-avatar jeff
TrendForce预期11月份TV面板价格仍可全面维持持平态势,且部分面板厂在需求好转的状况下,不排除将针对需求较好的特定尺寸提出涨价想法。

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06 Nov
Latest News and Trends

BOE(京东方)独供努比亚和红魔旗舰新品 全新一代屏下显示技术引领行业迈入真全面屏时代

  • November 6, 2024
  • By author-avatar jeff
11月5日,BOE(京东方)携手中兴通讯旗下努比亚、红魔在成都举办“全面好屏 全屏实力”全新一代真全面屏交付仪式。

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06 Nov
Latest News and Trends

华映科技:公司董事董志霖及董事会秘书兼副总经理施政辞职

  • November 6, 2024
  • By author-avatar jeff
11月4日,华映科技公告,公司董事会于近日收到董事董志霖及董事会秘书兼副总经理施政的书面辞职报告。董志霖因工作安排,申请辞去公司第九届董事会董事、提名委员会委员职务,辞职后不再担任公司其他职务。

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06 Nov
Latest News and Trends

经纬辉开:拟5800万元受让诺思微4.7672%股权

  • November 6, 2024
  • By author-avatar jeff
11月4日,经纬辉开公告,公司与卫伟平签署股权转让合同,拟以自有资金5800万元受让卫伟平持有的诺思微4.7672%股权。此次受让完成后,公司通过直接、间接方式控制诺思微的股权将从17.11%增至21.88%。

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