MediaTek (2454.TT): 2Q24 Guidance Is Achievable; to Take Advantage of the AI PC Replacement Trend.
MediaTek anticipates a 5% increase in 3Q24, developing new processors for Windows OS and planning to use TSMC 3nm technology in 1H25.
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Tech Supply Chain Tracker (15-Jun-2024): 5G products made by Nokia and Foxconn in northern Vietnam.
Nokia and Foxconn are teaming up to produce 5G products in northern Vietnam, while Huawei makes gains in automotive tier-1 and London Tech Week...
149 Views
Global Semi Sales YTD 2024 & Outlook: The Good & The Not So Good
Global semi sales for April '24 were $46.4 billion, +15.8% YoY & +1.1% MoM. Excluding memory, the latest WSTS forecast reflects just 3.1% growth...
132 Views
Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.
AI is driving sustainability and innovation, but comes with environmental risks, while tech giants like Nvidia, AMD, Google, and Apple are making...
266 Views
GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
236 Views