News
With China rushing to advance its AI chip capabilities despite U.S. export controls, Kunlunxin, the AI chip subsidiary of Chinese internet giant Baidu, is gaining renewed attention, particularly as rumors swirl about a possible IPO. According to Economic Daily News, Baidu’s AI chip subsidiary was ...
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Just weeks after GlobalFoundries acquired Singapore’s silicon photonics foundry AMF in mid-November, Taiwan’s UMC is making its own move in the sector. On December 8, the foundry announced a licensing deal with imec to adopt the iSiPP300 silicon photonics process, featuring co-packaged optics (C...
Insights
.TV As the year draws to a close, demand for TV panels has not cooled; instead, it remains steady and relatively firm. The main reason is that some brand customers expect panel prices to have reached the bottom and have begun increasing orders, even preparing early for 1Q26 demand. This has all...
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Apple is experiencing a wave of senior executive departures, with several high-ranking leaders already gone and more key exits reportedly on the horizon. According to Tom’s Hardware, citing Bloomberg, sources say Johny Srouji—the executive responsible for developing chips powering Apple’s iPho...
News
Amid recent headlines—Micron exiting the Crucial consumer memory business and Samsung and SanDisk reportedly delaying NAND deliveries—strong memory demand from hyperscalers is putting consumer products, especially smartphones, under pressure. According to Calian Press, citing TrendForce Senior R...