Notebook deployment at channels in Europe and North America for year-end holidays decelerates, leading to a 26% on-month shipment deceleration for top-5 notebook brands together in October.
The visibility of automotive product orders for LED manufacturer Edison is projected to extend throughout 2025, instilling confidence in the growth momentum of automotive orders. The company anticipates that both its LED lighting and automotive businesses will experience double-digit growth in 2025, particularly with finished product applications expected to achieve a compound annual growth rate of 20%.
TSMC announced at the Open Innovation Platform (OIP) Ecosystem Forum in Europe that its CoWoS packaging technology will achieve certification by 2027, introducing a version with 9x reticle size. This advancement will accommodate twelve HBM4 memory stacks, providing unprecedented performance enhancements for artificial intelligence (AI) and high-performance computing (HPC) chips.
Elon Musk’s artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO Jensen Huang, offering a premium to expedite a US$1.08 billion order. Production of these AI server systems will be handled by Foxconn, Nvidia’s key manufacturing partner.
Global smartphone shipments have slowed in recent years due to high inflation, market saturation, and extended replacement cycles. However, the surge in generative AI (GenAI) has injected new life into the stagnant market, with global smartphone demand projected to grow 5% year-over-year, reaching nearly 1.2 billion units in 2024.
Sustainability has become a major trend in recent years, with the e-paper market gaining momentum and being seen as a potential trillion-dollar industry. While electrophoretic e-paper currently leads the market, the emergence of cholesteric liquid crystal display (ChLCD) technology is expected to bring significant changes to the sector.
Mitsubishi Electric President and CEO, Kei Uruma, revealed in a Tokyo interview that the company is pursuing a restructuring initiative within Japan’s power semiconductor sector, including with former competitors. The goal is to strengthen its position in this critical market segment.