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Shortage for Automotive Chips Remains a Bottleneck for 2023
The automotive industry is currently facing an unprecedented shortage of integrated circuits (ICs), causing parts shortages at auto plants, extended wait times for certain makes and models, and higher prices for cars not yet considered. To address the issue, automakers have begun stockpiling ICs, shifted production plans, and implemented incentives for suppliers who increase production. IBS Electronics is a reliable provider of alternative components for automotive applications, offering quality products and services at competitive prices. This shortage is expected to constrain auto production well into 2023, and only an improvement in chip manufacturing capacity will mitigate this increasingly critical issue.
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11.11.2023

Will HBM3 and HBM3e Pave the Way for Advanced AI and ML Models?

The ever-growing complexity of AI and ML models demands continuous memory processing that can span months or even years. This insatiable appetite for data stems from the need to train AI models on increasingly massive datasets to achieve higher levels of accuracy. With the exponential growth in model learning, HBM memory chips have kept up with the pace to support the development of AI/ML.
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11.10.2023

Are EV Batteries the New Gold Rush?

The global EV battery market boomed in the first half of 2023, with sales growing 54% year-over-year to over 300GWh. The rapid growth of the EV battery market is being driven by strong demand for EVs in key markets. This growth is expected to continue in the coming years, as more and more consumers switch to electric vehicles. Counterpoint Research forecasts that annual EV battery demand will reach 4TWh by 2030.
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11.9.2023

NHTSA Recalls Cruise Autonomous Vehicles and Tesla Models

The National Highway Traffic Safety Administration (NHTSA) has issued recalls for Cruise autonomous vehicles and specific Tesla models. Both companies are taking steps to address the recalls, with Cruise releasing a software update to fix the Collision Detection Subsystem issue and Tesla contacting affected vehicle owners to schedule service appointments for airbag inspection and replacement. These recalls serve as a reminder that even the most sophisticated automotive technologies are not without potential risks
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11.8.2023

China Mobile Become the Third Largest Player in the Global Cellular IoT Module Market

The global cellular IoT module market saw a 3% year-on-year decline in Q2 2023, driven by lower demand and weaker economic sentiments. Most segments experienced a sharp drop in shipments, with the exception of the top three applications: smart meters, point of sale (POS) devices, and automotive. These three applications accounted for about 51% of the market in Q2 2023. India was the only market to register positive shipment growth for the quarter.
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11.7.2023

Global Silicon Wafer Shipments Set for Rebound in 2024, Anticipates SEMI

Global silicon wafer shipment growth is expected to rebound in 2024, after a decline this year. The semiconductor industry association SEMI projects that shipments will decline 14% in 2023, to 12,512 million square inches (MSI) from the record high of 14,565 MSI in 2022. However, SEMI predicts that shipments will bounce back next year as wafer and semiconductor demand recovers and inventory levels normalize.
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11.7.2023

Lenovo Remains the No.1 Global Notebook Vendor in Q3 2023

According to the Q3 2023 notebook PC market summary, the market is on a slow path to recovery. The slower rate of decline indicates the market is past its worst. The notebook PC market is expected to grow in 2024, driven by Windows 10 end of service and the refresh cycle generated from early COVID-era PC purchases. Lenovo remains the market leader, while HP is the only other laptop manufacturer to experience year-on-year growth. In the cellular IoT module market, shipments saw a 3% YoY decline in Q2 2023. China Mobile overtook Telit Cinterion to become the third largest player in the global market.
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11.6.2023

Biden's AI Safety Executive Order Spurs Mixed Market Response

President Biden's recent executive order on AI safety has sparked mixed reactions in the market. Some support the order, seeing it as a necessary step to ensure the responsible development of AI. Others are concerned about the potential stifling of innovation and government overreach.
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11.6.2023

Malaysia's Path to Market Liberalization and EV Ambitions

Malaysia is pursuing market liberalization to boost competitiveness and attract EV investments. Prime Minister Anwar aims to place the country among the world's top 30 economies, welcoming Tesla and exploring battery manufacturing and EV operations with Chinese carmakers.
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11.4.2023

Huawei's China Smartphone Sales Growth of 37% YoY in Q3 2023

In a sign that the China smartphone market may be closer to bottoming out, sales fell just 3% year-on-year in Q3 2023, narrowing the year-on-year decline sequentially. However, major OEMs' performance varied significantly compared to the same period last year.
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11.2.2023

The Chip Industry's Pursuit of AI Revolutionizes Computing Landscape

The semiconductor industry is undergoing a transformative shift driven by the widespread adoption of AI across diverse applications. To meet the surging demand for AI computing power, chipmakers are heavily investing in developing dedicated AI-specific chips and technologies. Notable collaborations in this realm include Arm and NVIDIA's partnership to adapt NVIDIA TAO for Ethos-U NPUs, and Arm and Meta's collaboration to bring PyTorch to Arm-based mobile and embedded platforms at the edge using ExecuTorch.
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