Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed forecasts, with data center revenue expected to outpace that of AMD.
In recent years, advanced packaging has become increasingly crucial in high-performance computing, and Chinese OSAT companies, particularly Tongfu Microelectronics, are determined to seize this growing opportunity.
Chinese OLED manufacturers have now surpassed South Korean companies in terms of market share, according to figures from multiple research firms. This development could potentially benefit Taiwanese display driver IC (DDI) firms, which have historically maintained close cooperation with Chinese panel makers due to past difficulties in overcoming barriers set by Korean panel manufacturers.