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03 May

Microsoft CEO wraps up Southeast Asia tour, pledging billions into AI talent boost and establishment of data centers

May 3, 2024
By jeff

Microsoft CEO Satya Nadella’s tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company’s strategic outreach efforts in the region.

03 May

Latest News and Trends

Meta struggled to monetize AI products in near term

May 3, 2024
By jeff

Meta regained market focus with the widespread popularity of its open Llama. Nevertheless, as its AI investments are still in the early stages, it will take years to see returns.

03 May

Latest News and Trends

What made AMD give a conservative projection for its 2024 outlook?

May 3, 2024
By jeff

AMD challenges Nvidia’s dominance in the AI market with its Instinct MI300 accelerator which has been well-received by the market. However, since Nvidia’s next-generation Blackwell platform is priced lower than expected, how would that impact AMD?

03 May

Latest News and Trends

Global server market, 1Q 2024

May 3, 2024
By jeff

Global server shipments slid slightly from a quarter ago in the first quarter of 2024 and will rise around 2% both sequentially and on-yearly in the second quarter.

03 May

Latest News and Trends

Trade war likely drives up European, US consumers’ interest in Chinese EV

May 3, 2024
By jeff

While the European Union and the US have imposed many restrictions on China-made EVs, the measures seem also to benefit Chinese carmakers. European and US consumers have become more aware of Chinese EVs, which may affect the future market dynamic.

03 May

Latest News and Trends

Samsung’s MX division scores stellar 1Q24 results fueled by AI-powered Galaxy S24 success

May 3, 2024
By jeff

Bolstered by strong sales of its first AI smartphone, the Galaxy S24 series, which debuted earlier this year, Samsung Electronics Mobile eXperience (MX) division achieved remarkable results in the first quarter of 2024 despite the contraction of the smartphone market.

03 May

Latest News and Trends

SDC saw operating profits drop in 1Q24 due to weak iPhone sales and intensifying competition

May 3, 2024
By jeff

With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)’s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease. How SDC will respond to this has received a lot of attention.

03 May

Latest News and Trends

Hydrogen’s lofty but arduous road to crack net-zero nut

May 3, 2024
By jeff

In the global race to decarbonize, hydrogen is gaining traction as a potential game-changer. However, significant hurdles remain before the lightest element can realize its heavy ambitions, industry experts warned.

03 May

Latest News and Trends

Microsoft’s OpenAI investment driven by fear of falling behind Google: 2019 email unveils

May 3, 2024
By jeff

A newly surfaced internal email revealed what drove Microsoft’s decision to invest in OpenAI.

03 May

Latest News and Trends

Japan takes ambitious action on advanced packaging technology to capture Chiplet and AI chip opportunities

May 3, 2024
By jeff

The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly specialized field to gain their entry into the high-margin market of advanced chips and Chiplet.

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