Apple and Qualcomm are vying to procure high-end electronic-grade fiberglass cloth.
Samsung will supply 5G modems to Tesla.
It’s reported that SK Hynix has ceased production of consumer-grade memory chips and shifted its resources to the B2B and AI server markets.
Ming-Chi Kuo: Apple’s demand for AI hardware will see significant growth in 2027.
Etched, AI chip startup, raises $500 million.
Cerebras, AI chip supplier, plans to raise $1 billion.
EDA market size will reach $5.6 billion by Q3 2025, with the Asia-Pacific region becoming the growth engine. ESD
Ray Dailo warns: AI is in the early stages of a bubble; be careful in 2026.
Global electric vehicle registrations are projected to grow by 20% by 2025, but the growth rate is expected to slow in 2026. BMI
China’s electric vehicle exports to the EU are expected to grow at an annual rate of 20% over the next three years.
