31
Oct
31
Oct
Samsung Display presented a Quantum Dot Ink regen technology
31
Oct
China’s market rescue policies take effect; Holtek expresses optimism for 2025
Microcontroller unit (MCU) manufacturer Holtek has observed increasing demand for small household appliances during China’s Singles’ Day and Double 12 shopping festivals. The company also notes positive effects of the Chinese government’s subsidy policies, which have stimulated market activity.
31
Oct
Advanced Power Electronics sees 3Q24 revenue boost by AI server demand amidst looming pricing pressures
Advanced Power Electronics (APEC) reported a sequential uptick in the third quarter 2024 revenue, driven by demand for upgraded power supplies and cooling fans in AI servers. While these products mainly operate on low- to mid-voltage, APEC noted their average selling price (ASP) trends higher, though rising quality demands from clients are also intensifying price pressure.
31
Oct
WinSemi sees support from satellite, Wi-Fi 7, optical communications despite weak China handset demand
GaAs foundry house Win Semiconductors (WinSemi) has offered a weak outlook for China’s Android phone market in the fourth quarter of 2024, but expects significant results from satellite, Wi-Fi 7, and AI-driven optical communications applications.
31
Oct
Meta earnings recap: 3Q24 revenue hits record US$40.6bn amid concern over slower user growth
Meta Platforms Inc. announced its third-quarter 2024 earnings on October 30, surpassing expectations due to robust ad revenue and AI advancements. As the largest social media company, Meta—parent to Facebook and Instagram—revealed plans to increase infrastructure investments significantly in 2025, driven by its growing focus on AI.
31
Oct
Ennostar leverages Micro LED for AI optical communication and short-range transmission
Micro LED technology is emerging as a promising solution for high-speed AI data transmission and SiPh-based optical communication. Dr. David Su, Chief Strategy Officer of Ennostar, has emphasized that traditional copper wiring is inadequate for AI’s escalating data requirements.
31
Oct
Tesla FSD technology advances but faces challenges
Tesla’s latest announcement regarding its self-driving taxi (Robotaxi) has attracted worldwide interest, indicating a significant advancement in its Full Self-Driving (FSD) technology. However, hurdles exist for the electric vehicle vendor pushing autonomous driving in not only the US but also China.
31
Oct
Taiwan-based Chenbro Micon sets up first plant in SEA
Server chassis manufacturer Chenbro Micom has initiated its manufacturing base diversification with a land-signing ceremony for its new factory in Malaysia on October 30.
31
Oct
Super Micro auditor Ernst & Young resigns, citing ‘integrity’ concerns
Ernst & Young LLP resigned as the auditor to troubled server maker Super Micro Computer Inc., citing concerns about the company’s governance and transparency. The shares plummeted the most in six years.