The latest news from foreign media and the supply chain said that TSMC may hold a 20% stake in Intel Foundry Services (IFS) through technology valuation or actual investment. IFS will also introduce investment from Qualcomm and Broadcom to promote innovative cooperation models, help Intel out of its predicament, and further curb the momentum of Taiwanese IC design companies led by MediaTek to continue to snatch business from American companies.
An updated version of Amazon AI assistant Alexa will be delayed until at least March 31st, 2025 or later due to problems in testing.
Western Digital (WD) and SanDisk plan to split into two independent companies on February 21st, 2025.
Canalys: Global personal smart audio market shipments will reach 533 million units in 2025, an increase of 8% year-on-year.
GlobalWafers: The price of 6-inch silicon carbide substrates has stabilized.
SK Hynix and Samsung may ban Chinese EDA. hankyung reported.
South Korean media: BOE will supply about 40 million OLED panels to Apple in 2024.
SNE Research released data on global power battery installed capacity in 2024, showing that global power battery installed capacity in 2024 will be 894.4GWh, a year-on-year increase of 27.2%.
Yole predicts that the semiconductor industry will continue to expand at a compound annual growth rate of 6.8% in the next few years and is expected to exceed the trillion dollar mark in 2030. This growth is mainly driven by demand in market sectors such as servers, automotive, computing and industry.
