07
May
06
May
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Hon Hai Precision Industry Co.’s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone and AI server sales.
06
May
Toyota, Tata Motors positioned to benefit from hybrid auto boom
A rapidly growing, global market for hybrid electric vehicles should power earnings at major Asian automakers including Japan’s Toyota Motor Corp. and India’s Tata Motors Ltd.
06
May
SK Hynix doubles down on next-gen DRAM production: M17 plant to supplement M15X for AI applications
SK Hynix has reportedly designated its M17 factory site as another new DRAM production base soon after announcing in late April its investment in the M15X DRAM plant in Cheongiu, South Korea, aiming to start production before the completion of the Yongin semiconductor cluster to ensure sufficient capacity for next-generation DRAM, including High Bandwidth Memory (HBM), for AI applications.
06
May
Apple no longer silent on AI; GenAI major talking point at earnings call
At its recent earnings conference for the second quarter of fiscal year 2024, Apple finally strayed away from its past tight-lipped approach regarding AI and Generative AI, openly discussing them during questioning. Naturally, AI became one of the most discussed topics during the earnings conference, second only to the Chinese market.
06
May
Samsung SDI-Stellantis US joint battery plant reportedly to begin production in November
Samsung SDI and Stellantis have been building a joint battery plant in the US to produce the South Korean company’s sixth-generation prismatic battery, P6.
06
May
Cloud giants’ data center boom driven by AI innovation
Synergy Research Group’s latest insights unveil a significant surge in hyperscale data centers, surpassing the 1,000-mark milestone.
06
May
Winbond stays in the red, to raise funds for improvements
Winbond Electronics, a manufacturer of specialty DRAM and flash memory, sustained operating losses throughout the first quarter of 2024, including a NT$464 million (US$14.4 million) net loss attributable to the parent company and NT$0.11 per share loss.
06
May
Keyboards and screens could see major design shifts as part of changes brought upon by AI PC
AI PCs are estimated to be a focal point of the industry in the second half of 2024. However, there has yet to be a clear definition of what constitutes an AI PC. Analysis by the notebook supply chain pointed out that, from an Industrial Design (ID) perspective, two design aspects of AI PCs are most likely to subvert the industry’s imagination: keyboards and screens.
06
May
Rebound from acquisition setback: Q&A with Qisda chairman Peter Chen
The most unexpected development in Qisda’s history occurred in 2005, when the company’s predecessor, BenQ, failed to merge with Siemens Mobile. It made a large loss of NT$30 billion (US$927.4 million) at the time. For the industry, BenQ’s failure to integrate Siemens Mobile remains a lethal mergers and acquisitions lesson.