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| Huawei, despite US sanctions, grows revenue by 9.6% |
4/1/2024 |
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Better results from the vehicle and smartphone segments helped China-based telecom company Huawei increase its net profit 144.5% in 2023. Revenue rose 9.6% year over year to more than $99 billion, even with the inability to secure high-quality components from the US because of government sanctions.
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| Sony Begins Operations at Thailand Fab Expansion |
4/1/2024 |
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The new fab, dubbed “Building 4,” will be utilized for the assembly of image sensors for automotive applications and display devices as well as the mass production of laser diodes for data center application.
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| US wants allies to stop servicing equipment in China |
3/29/2024 |
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The US has taken another jab at China's semiconductor sector by asking allies to stop servicing that country's equipment. The White House has already stopped Allied Materials and its US peers from helping certain Chinese projects, but Japan and the Netherlands have not instituted such policies.
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| SK Hynix's HBM chips will benefit from AI boom |
3/28/2024 |
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SK Hynix CEO Kwak Noh-jung predicts high-bandwidth memory chips will represent a double-digit portion of the company's DRAM sales this year. SK Hynix, which supplies Nvidia and competes with Samsung and Micron, is the leader in producing HBM chips, a product in the fast-growing AI segment.
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| GlobalFoundries, StarIC join forces in photonics |
3/28/2024 |
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StarIC and GlobalFoundries have agreed to cooperate on advancing innovation in silicon photonics. The deal brings Trans Impedance Amplifiers and Micro Ring Modulator drivers to the GF Fotonix platform, which is gaining favor in the fields of data center connection, AI and quantum computing.
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| Global Chip Sales Up 15% in January |
3/28/2024 |
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“The global semiconductor market started the new year strong, with worldwide sales increasing year-to-year by the largest percentage since May 2022,” said John Neuffer, SIA president and CEO. “Market growth is projected to continue over the remainder of the year, with annual sales forecast to increase by double-digits in 2024 compared to 2023.”
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| Samsung may become Nvidia's sole supplier of 12-layer HBM |
3/27/2024 |
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Samsung Electronics is rapidly gaining ground in the high-bandwidth memory (HBM) market. Reports emerged following the recent announcement of its successful development of HBM3E featuring 12 layers of DRAM that it may soon surpass current leaders SK Hynix and Micron to become Nvidia's sole supplier of 12-layer HBM3E.
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| US tech giants could suffer as China looks inward |
3/27/2024 |
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New policies in China, which call for state-owned entities to switch to domestic technology providers by 2027, could have significant financial implications for US giants such as AMD, Intel and Microsoft. So much so, says Insights & Strategy CEO Patrick Moorhead, that China could eventually catch up to the US in the semiconductor industry.
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| Possible confusion over the new stock symbol "DJT" ticker traded |
3/27/2024 |
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Several people complained on social media about briefly seeing the value of their DJT stock holdings on Charles Schwab platforms inflated to figures more in line with what they would be worth if the shares traded at the level of the Dow Jones Transportation Average (.DJT).
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| China's government targets AMD, Intel chips |
3/26/2024 |
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China's government has reportedly issued guidance calling for the phasing out of AMD and Intel chips from all government computers, switching from foreign databases, and employing domestic options instead. The move comes as China calls for more reliance on chips made domestically.
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| Boeing CEO to step down |
3/26/2024 |
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The beleaguered aircraft maker is also replacing its head of commercial airlines as it shakes up leadership amid immense public scrutiny.
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| APAC PC Market Down 16% in 2023 |
3/25/2024 |
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The traditional PC market in APAC (including Japan and China) posted a 16.1% decline in 2023 to 97.4 million units, according to IDC.
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| Big Tech is facing its biggest challenge in decades |
3/25/2024 |
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Big Tech is facing its biggest challenge in decades as antitrust regulators on both sides of the Atlantic crack down on alleged anti-competitive practices that could result in break-up orders to Apple and Alphabet's Google, a first for the industry.
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