消息称惠普计划将50%以上PC生产迁出中国，官方回应
8月8日消息，据外媒报道，全球第二大PC厂商拟将一半以上的个人电脑生产迁出中国。对此，惠普方面表示，该消息为不实报道。惠普方面发表声明强调，中国是惠普全球供应链中不可或缺的关键一环，我们坚定不移地致力于在中国的运营与发展。
08
Aug
08
Aug
上半年全球显示器代工出货同比增长4.8%，Moka增长超6成
8月8日消息，根据奥维睿沃（AVC Revo）《全球显示器代工市场报告》，2024年H1全球显示器主要代工厂出货48.9M，相较去年同期增长4.8%。
07
Aug
Cooler Master GP57ZS with a curved 57″ Mini LED display unveiled in full
Cooler Master GP57ZS debuted at Computex 2024 two months ago. The brand is now ready to unveil the full specifications and features of this huge curved monitor. The Cooler Master GP57ZS is built around a 57-inch VA display with a 1000R curvature and an ultra-wide resolution of 7680 x 2160 pixels – that’s like two 4K monitors placed side by side. The display panel supports 8-bit+FRC color bit…
07
Aug
Super Micro’s weak profit fuels AI server margin anxieties
Super Micro Computer Inc. fell more than 10% in extended trading after reporting quarterly revenue and profit that missed analysts’ estimates, outweighing an annual sales outlook that was billions above Wall Street projections.
07
Aug
US to call for limits on Chinese vehicle software over data security concerns
The US is preparing to widen its confrontation with China over technology by challenging the world’s second-largest economy in the rapidly emerging field of autonomous and internet-connected vehicles.
07
Aug
TSMC demand and Kumamoto lab boost MA-tek’s July 2024 revenue to record high
Driven by increasing AI demand and significant growth in its Japan-based laboratory operations, semiconductor inspection giant MA-tek reported record-breaking monthly revenue of NTD 458 million in July, marking a year-over-year increase of 13.62% and a month-over-month increase of 5.31%.
07
Aug
GF sees unfavorable 3Q24 due to sluggish chip market recovery
GlobalFoundries (GF) has released its second quarter 2024 financial report, which exceeded market expectations. Nevertheless, GF suggested that the recovery of semiconductor demand is proceeding at a slower pace than anticipated, which could result in an unfavorable third quarter.
07
Aug
Intel’s telecommunications division likely to face brunt of Intel’s massive cost-cutting
Intel recently released a disappointing earnings report, revealing declines in both revenue and operating margin. The company announced comprehensive cost-cutting plans, including suspending dividend payments starting in the fourth quarter of 2024 and reducing capital expenditure in 2025. These measures highlight the severe operational challenges facing the former leader of the global semiconductor sector.
07
Aug
Rohm profits plunge amid weak industrial chip demand and surging investment costs
Rohm reported a declining performance over the past quarter due to sluggish sales of industrial chips and increased depreciation and research costs related to expanding production facilities for power semiconductors.
07
Aug
AI smartphones drive market growth as lower-end segment stalls
AI smartphones have gained popularity among consumers, becoming a major driving force behind the overall mobile phone shipments in 2024. However, persistently stagnant demand for midrange and low-end models has significantly impacted subsequent supply and demand for smartphones and the operations of upstream component suppliers.