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2024-07-12

[News] Japan’s Supply Chain Heavily Reliant on China, Especially for Laptops and Air Conditioners

The Japanese Ministry of Economy, Trade, and Industry's 2024 White Paper on International Economy and Trade reveals that in its examination of imported goods sources, over half of the import value for 1,406 product categories (accounting for over 30% of the total) comes from China. This figure is 1....

2024-07-12

[News] Fuelled by AI Features, Apple’s iPhone 16 Shipments Reportedly to Increase by 10%

According to a report from Commercial Times, Apple is said to have informed its suppliers and partners that it is confident in boosting sales of the upcoming iPhone 16, set to be released in the second half of this year, through the addition of AI features. Reportedly, the goal is to increase iPhone...

2024-07-12

[News] TSMC and Intel Boost Their 2025 Capital Spending to Lead in the AI Era

The semiconductor industry, driven by AI, is entering a new upward cycle. According to a forecast report from SEMI, after the trough in 2023, the total sales of equipment in 2024 will hit a new high, with growth momentum continuing into 2025. Among this trend, per a report from Commercial Times, ma...

2024-07-12

[News] Memory Manufacturers Expect An Upward Trend in 2025

Amid the rising memory market prices and the continuously improving supply-demand balance, original manufacturers (OEMs) have seen their business performance steadily climb, generally achieving a turnaround from losses to profits. Meanwhile, memory module manufacturers have also enjoyed rapid gro...

2024-07-12

[News] Samsung Develops Custom HBM with Tech Giants, with Commercialization Expected in HBM4

While still working in the final stage of HBM3e qualification with NVIDIA, Samsung Electronics is also advancing in the AI memory market with custom high bandwidth memory (HBM) solutions. According to reports by PassionateGeekz and China Flash Market, the memory giant is collaborating with major cli...

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