OSAT ASE Technology Holding (ASEH) has stated its enthusiasm for “Foundry 2.0,” a novel concept that is designed to transform the foundry industry, which was recently announced by TSMC.
As governments worldwide push for sovereign AI, Taiwan, a key provider of AI hardware, is rapidly expanding its AI ecosystem with the help of both public and private sectors.
According to the latest Canalys research, Mainland China’s smartphone market experienced a 10% year-on-year growth in the second quarter of 2024, with shipments exceeding 70 million units, while Apple declined by 4%. For the first time, local vendors dominated the top five positions, driven by the innovative use of generative AI (GenAI) to compete in the high-end segment.
Benefiting from its High Bandwidth Memory (HBM) business, SK Hynix has experienced substantial revenue growth and forecasts a doubling of shipments in 2024. Regarding recent concerns about an “AI bubble” and “HBM oversupply,” SK Hynix maintains an optimistic outlook.
After reporting a 25% year-on-year revenue decline in the second quarter, STMicroelectronics has revised its sales outlook for 2024 downward for the second time.