Apple faces headwinds as iPhone 16 lacks AI features amid Chinese competition

The absence of Apple Intelligence at the iPhone 16 launch, coupled with delayed AI feature availability in many non-English-speaking countries until after 2025, presents potential headwinds for sales. Despite this, supply chain insiders remain confident that Apple’s global market base will remain relatively stable. To secure more orders, the supply chain must deliver timely, customer-focused services.

Continue reading

Debunking China’s first indigenous DUV lithography system

The recent unveiling of a new local deep ultraviolet (DUV) lithography machine model by China’s Ministry of Industry and Information Technology (MIIT) has become a hot topic of discussion online in China. Amid circulating rumors that China has developed an 8nm lithography machine, industry experts are clarifying the actual state of China’s lithography technology progress.

Continue reading

Samsung secures new automotive customer for its 2nm process; expects mass production in late 2026

Samsung has secured US-based imaging chip company Ambarella as a customer for its 2nm process. Samsung will produce Ambarella’s advanced driving assistance system (ADAS) chips, with mass production expected for late 2026 or 2027. This marks a crucial step for Samsung in enhancing its competitiveness in advanced process nodes.

Continue reading