SK Hynix dismisses HBM oversupply concerns, deepens TSMC partnership for HBM4 development

SK Hynix delivered a record-breaking performance in the third quarter of 2024 with both revenue and operating profit reaching all-time highs, driven largely by its dominance in high bandwidth memory (HBM). The company confidently dismissed market concerns about HBM’s oversupply, reaffirming the strength of its product lineup and projecting continuous profitability.

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Motorola harnesses AI capabilities to target double smartphone sales by 2026

Motorola, under Lenovo’s ownership, is accelerating its efforts in the smartphone market as it integrates AI capabilities across its product lineup. Luca Rossi, Lenovo’s executive vice president and president of the Intelligent Devices Group (IDG), confirmed that the plan to double shipments by 2026, first announced in mid-2023, is progressing steadily. The company’s recent AI initiatives have bolstered confidence in achieving this target.

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Micro-LED costs to drop by 50% yearly through to 2030, says PlayNitride chairman

Despite the ongoing commercialization of Micro-LED technology, pressure to lower production costs remains high. Charles Li, chairman of PlayNitride, stated that the company initially set a goal in 2020 to reduce pixel costs by 50% annually for five years, and he believes this goal can be extended through 2030 based on Moore’s Law. The company projects Micro-LED costs will continue to decline over the next 20 to 30 years.

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Tech giants bet on nuclear to power AI: can governments keep up?

The industry’s trio of cloud service providers (CSPs) are actively embracing nuclear energy with unprecedented enthusiasm, signaling a major shift in the global energy landscape. As the AI race intensifies, massive investments from companies are flooding into infrastructure projects worldwide, driving a surge in demand for carbon-free energy (CFE). The global response to this transformation will significantly shape the future energy landscape.

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E-paper applications surge, large-format displays poised for growth in 2025

E-paper applications are experiencing rapid expansion across industries, with major developments in consumer electronics, retail, and signage sectors. Amazon introduced four new Kindle models, including its first color e-reader, to capture holiday sales. Walmart is deploying ESL systems across US stores, driving smart retail adoption. Variable-color e-paper is nearing commercialization, with large-format billboards projected to boom by 2025. E Ink Holdings is pivotal in these developments, providing essential materials for consumer electronics, retail, and signage innovations.

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Samsung reveals silicon capacitors and 3.5D packaging roadmap

Jeong Gi-tae, vice president of Samsung Electronics’ foundry business unit, recently revealed the development roadmap for the company’s wafer foundry technology at an industry-academic exchange conference in South Korea. This includes new technologies such as silicon capacitors, demonstrating that Samsung’s technology is not falling behind competitors like TSMC and expressing high optimism about future improvements.

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