China’s HBM demands account for 7% of 2024 global total
High Bandwidth Memory (HBM) is becoming the core of the High-Performance Computing (HPC) arms race.
28
Jun
28
Jun
South Korean battery makers could benefit from Tesla 46800 cell production headache
Media reported that Tesla was considering ceasing production of 46800 cells due to multiple difficulties.
28
Jun
STMicroelectronics helps Panasonic Cycle Technology bring AI to e-assisted bikes for affordable safety boost
STMicroelectronics, a global semiconductor leader serving customers across the spectrum of electronics applications, has announced that Panasonic Cycle Technology, Co. Ltd. (Panasonic) has adopted the STM32F3 microcontroller (MCU) and edge AI development tool, STM32Cube.AI, for their TiMO A e-assisted bike. ST’s edge AI solutions provide a tire pressure monitoring system (TPMS) that leverages an advanced AI function to improve rider safety and convenience.
28
Jun
Computing is the new currency: Axelera AI bags US$68 million, eyes for global AI expansion
Netherlands-based Axelera AI, an AI acceleration hardware and software provider has announced the successful completion of their US$68 million Series B financing round.
28
Jun
ShunSin accelerates SiPh and CPO deployment
ShunSin Technology, a subsidiary of Hon Hai Technology Group (Foxconn) that specializes in System-in-Package (SiP) modules, has accelerated the deployment of Silicon Photonics (SiPh) and Co-Packaged Optics (CPO) while staying focused on its core business, according to company chairman Chiang Shang-yi.
28
Jun
Samsung leads chip market amid surging AI memory demand, but foundry gap with TSMC widens
Samsung Electronics emerged as the leader in the global semiconductor market (excluding foundry) in the first quarter of 2024, capturing an 11% market share by sales value, according to Counterpoint Research statistics cited by South Korean media outlets Business Post and Edaily.
28
Jun
Taiwanese official expects more ICT investments in India
A Taiwanese top official expects more suppliers in the ICT ecosystem to invest in India, as the bilateral economic ties are deepening because of global supply chain relocation.
28
Jun
Auto semiconductor market unlikely to be cautiously optimistic in 3Q24 despite rising car sales
The global automotive market is expected to become cautiously optimistic in the third quarter of 2024 as uncertainties like the European Union’s election and the bloc’s provisional tariffs on Chinese EVs diminish. The coming quarter offers the best opportunity for governments to boost the economy.
28
Jun
South Korea’s AI and chip talent drain threatens ‘national security’ amid stark salary gap with US
South Korea faces a severe talent drain in the AI and semiconductor sectors due to a stark salary gap compared to their US counterparts, posing a national security threat as these industries are critical drivers of South Korea’s economic and technological competitiveness.
28
Jun
Next-level AI assistants: Apple’s Siri vs. Huawei’s Xiaoyi
Apple introduced Apple Intelligence at its June 11, 2024 Worldwide Developers Conference (WWDC), followed by Huawei unveiling HarmonyOS NEXT on June 21.