Articles


2024-11-05

[News] Has the U.S. Labor Market Truly Deteriorated Amid the Sharp Decline in Nonfarm Payrolls?

The recently released U.S. nonfarm payroll data showed unusually weak growth, raising questions in the market. Will this lead to an adjustment in the Federal Reserve’s policy trajectory? Is there evidence of a genuine deterioration in the U.S. labor market, or are there other contributing factors?...

2024-11-05

[News] Applied Materials and Lam Research Reportedly Seek Alternatives to Chinese Components

Ahead of the upcoming U.S. presidential election, U.S. semiconductor equipment giants Applied Materials and Lam Research are already working out to exclude Chinese firms from supply chains, driven by Washington’s directives to limit China’s role in sensitive leading-edge technologies, according ...

2024-11-05

[News] Intel Mulls Sale of Altera Stake, while Silver Lake and Bain Reported as Potential Buyers

According to a report from TechNews, citing the Reuters, Silver Lake, Bain Capital and other potential acquirers are planning to acquire a minority stake in Altera, Intel's programmable chips division. Altera, a market leader in FPGAs, was acquired by Intel in 2015 for nearly USD 17 billion, with...

2024-11-05

[News] SK hynix and Samsung Reportedly to Reduce Legacy DRAM Production like DDR4

As South Korean memory giants Samsung and SK hynix announced their third quarter financial reports, posting a 112% and 94% year-over-year revenue growth, respectively, the threat from increasing output of Chinese rivals such as CXMT, which drives prices down, has reportedly prompted them to signifi...

2024-11-05

[News] Taiwanese AI Supply Chain Expands in Southeast Asia Amid Investments from CSPs

According to a report from Economic Daily News, Southeast Asia has emerged as an investment hub for major cloud service providers (CSPs) worldwide. In response, Taiwanese server ODMs such as Foxconn, Quanta, Wiwynn, and Inventec are actively expanding their production capability in the region to me...

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