AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
08
May
08
May
Vision Pro Gen 2 rumored for 2026; Apple searching for less expensive Micro OLEDs
Latest reports indicated that Apple is developing a new iteration of its mixed reality (MR) headset Vision Pro but it may not be available until the end of 2026 at the earliest.
08
May
US government to grant small, medium-sized auto suppliers US$100 million for EV transition
The US is giving its automotive industry another boost toward EVs. The federal government will offer over US$100 million in grants to help small- and medium-sized automotive components suppliers expand or retool their production facilities.
08
May
Ubiqconn targets Southeast Asia’s low-Earth orbit satellite boom
Ubiqconn Technology is strategically positioning itself to capitalize on the burgeoning prospects of Low-Earth Orbit (LEO) satellite development in Southeast Asia. The company underscores the region’s plethora of islands, sparse rural population density, and rapid economic progress as key factors fueling the immense potential for LEO satellite ventures.
08
May
Apple’s China iPhone shipments soar 12% in March after discounts
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in sales are yielding early results.
08
May
SoftBank is said in talks to buy troubled AI chip firm Graphcore
SoftBank Group Corp. is in talks to acquire Graphcore Ltd., a struggling British semiconductor startup once valued at $2.8 billion, according to people familiar with the deals.
08
May
EU’s AI Act: a milestone in legislation or a regulatory nightmare?
The European Parliament made a significant announcement on March 13, 2024, declaring the passage of the “AI Act,” set to be implemented in phases beginning in mid-2025.
08
May
Taiwan semiconductor prowess formidable, to be further bolstered by mega innovation program, says PSMC chair
Taiwan’s prowess in semiconductors cannot be underestimated, exceeding even that of Intel, and the 10-year NT$300 billion Taiwan Chip-driven Industrial Innovation Program (TCIIP) approved by the Executive Yuan will further solidify Taiwan’s position at the forefront of the semiconductor industry, according to Frank Huang, chairman of the Powerchip Semiconductor Manufacturing Corp (PSMC).
08
May
Excellence Opto expected to improve profit significantly in 2H24
Rumors have been around in the electric vehicles market, with Tesla’s Cybertruck recently facing a recall, causing a temporary slowdown in supply chain deliveries. It is anticipated that deliveries will resume in the third quarter.
08
May
GlobalFoundries results top guidance, anticipating sluggish demands to remain in 2024
Despite decreased sales and profit, GlobalFoundries’ latest financial results surpassed expectations thanks to inventory destocking. The company expects a sluggish or slower-than-expected recovery in certain markets.