Subject


Semiconductors


2024-10-30

[News] Intel’s Third-Quarter Revenue Set for Largest Decline in Five Quarters

According to a report from MoneyDJ, citing the Reuters, Intel’s share price has plummeted this year as the company falls behind in the AI race and faces substantial losses in its foundry business. Intel is set to release its third quarter 2024 earnings report after the U.S. stock market closes ...

2024-10-30

[News] Innolux Denies Plant Sale Plans in Southern Taiwan amid TSMC’s Purchase Rumors

The AI boom has boosted the semiconductor industry, increasing the demand for advanced packaging production capacity. According to a report in Economic Daily News, TSMC is rumored to be considering the acquisition of another Innolux plant, particularly its 7th plant in the Southern Taiwan Science Pa...

2024-10-30

[News] AMD Raises Full-year AI Chip Sales Projection to USD 5 Billion though Q4 Forecast Fails to Impress

AMD posted third-quarter results on October 29th, with a quarterly revenue of USD 6.8 billion and net income to USD 771 million, while data center revenue surged 122% year-over-year. With new products such as MI300X hitting the market, the world’s second largest data center GPU provider also raise...

2024-10-30

[News] What Are Chinese Enterprise SSD Manufacturers Competing For?

With the rapid adoption of AI applications, the demand for high-performance, reliable storage products is growing, drawing unprecedented attention to enterprise SSDs. The global SSD market is currently dominated by five major manufacturers, but as AI gains traction, Chinese enterprise SSD supply cha...

2024-10-29

[News] Apple is Reportedly Developing M5 Chips, Boosting Orders for TSMC’s Advanced Processes

According to a report from Economic Daily News, while the industry is still focusing on the launch of Apple’s new products featuring self-developed M4 chips, Apple is reportedly making significant investments in the development of its next-generation M5 chips, to strengthen its position in the AI ...

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