➀ WSTS报告2024年第三季度半导体市场增长1660亿美元,同比增长10.7%;➁ 英伟达因AI GPU的强劲表现成为最大半导体公司;➂ 2024年第四季度展望显示数据中心市场将推动Nvidia、美光和AMD的收入增长;➃ 2025年展望显示AI将推动服务器增长,但增速将放缓。
Recent #Smartphones news in the semiconductor industry
1. Apple's foldable iPhone, codenamed V68, is in development and expected to be released in 2026; 2. The device will feature a clamshell design, aiming to be thinner than current iPhones; 3. Apple is focusing on reducing the crease and improving the overall design quality.