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| Applied Materials expects strong Q2 revenue |
2/20/2024 |
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Applied Materials is forecasting its second-quarter revenue to beat estimates as AI demand continues and the PC market begins to rebound. CEO Gary Dickerson told analysts, "There is a reacceleration of capital investment by cloud companies, fab utilization is increasing across all device types and memory inventory levels are normalizing.
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| ITRI and Mexico’s Sonora to Partner on Science Park Development |
2/20/2024 |
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The Industrial Technology Research Institute (ITRI) has signed a consulting service agreement with the state of Sonora in Mexico for science park planning and counseling, deepening Mexico-Taiwan cooperation in the fields of technology and industry.
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| Chipmaker Nvidia is replacing Tesla as Wall Street's most traded stock |
2/20/2024 |
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Nvidia's outsized representation in day-to-day stock trading could leave investors more vulnerable should the chipmaker's revenue growth fail to meet investors' high expectations and puncture a Wall Street rally that has been fueled by euphoria about artificial intelligence.
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| AI to Drive Server DRAM Market in 2024 |
2/16/2024 |
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The server sector is expected to see the most significant growth, with content per box for server DRAM projected to rise by 17.3% annually, while enterprise SSDs are forecast to increase by 13.2%. The market penetration rate for AI smartphones and AI PCs is expected to experience noticeable growth in 2025 and is anticipated to further drive the average content per box upward.
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| South Korea to make the country a hub for AI, digital R&D |
2/15/2024 |
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The South Korean government is investing in researchers who can help the country transition to an AI technology and digital powerhouse. The government announced $1.35 billion will go to expand joint research and development with top institutions worldwide and to entice leading researchers to relocate to South Korea.
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| GlobalFoundries beats Q4 expectations despite slowdown |
2/15/2024 |
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GlobalFoundries reports its fourth-quarter earnings and revenue were higher than expected even while it shipped fewer chips. The company's wafer shipments were down 28,000 from Q4 2022 to 552,000 in the most recent quarter.
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| Samsung Research America, Princeton U. team up for R&D in 6G |
2/14/2024 |
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The program was launched by the university's School of Engineering and Applied Science last year to accelerate the adoption of new technologies and enhance innovation across various sectors, including cloud and edge networks, intelligence sensing and network resilience.
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| HBM market growth likely to outpace DRAM |
2/14/2024 |
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The high bandwidth memory sector is forecast to increase by $14 billion in 2024, according to Yole Developpement, and likely outgrow the DRAM market. AI and high-performance computing are fueling the HBM market growth
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| Nvidia plans to build custom AI chips with new unit |
2/13/2024 |
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Nvidia is reportedly allocating $30 billion to the custom AI chip market through a dedicated business unit for cloud computing companies. The leader in AI chips is looking to protect itself from companies wanting alternatives to its products, reports say.
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