Baidu is emerging as a major AI chip company in China, filling the market gap left by NVIDIA.
Cloud giants are scrambling to secure memory production capacity, and the memory shortage could continue until 2026.
Demand for AI is driving packaging changes, and some ASIC chips may switch from CoWoS technology to EMIB technology.
Cloud infrastructure market in Chinese Mainland is expected to grow by more than 20% by Q2 2025, with Alibaba Cloud leading the way with a 34% market share. Omdia
Apple has filed an objection with India’s antitrust authority; the fine could reach as high as $38 billion.
It is reported that Chinese manufacturers will release MicroLED smartphones in 2028.
In the first three quarters, South Korean companies accounted for more than 60% of the smartphone OLED market share, with Samsung Display accounting for 45%. Omdia
Samsung has established a new memory semiconductor development division and integrated the HBM development team.
South Korea chip bill removed the 52-hour exception clause, while industry calls for its reinstatement.
