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NVIDIA and its partners: Can their AI chip dominance last?
NVIDIA and its partners: Can their AI chip dominance last?Since the advent of ChatGPT, NVIDIA and its key manufacturing partners SK Hynix, TSMC, and ASML have firmly grasped the AI supply chain, boasting a combined market capitalization exceeding $4 trillion. These four companies hold 80-100% market share in their respective sectors, a near-monopoly that has sparked widespread concern: How long can it last? How did this unprecedented market dominance emerge? And what potential challenges and threats exist? This article delves into the rise of this new generation of tech monopolies NVIDIA and its partners exploring their path to success, the challenges they face, and their future trajectory...
Industry dynamics 2025-03-21 10:58:59 -
India's Booming "Made in India" Smartphone Market: Apple and Samsung Lead, Tata Electronics Emerges
India's Booming "Made in India" Smartphone Market: Apple and Samsung Lead, Tata Electronics EmergesA recent report from Counterpoint Research reveals robust growth in India's domestic smartphone manufacturing sector in 2024. The market experienced a 6% year-on-year increase, with Apple and Samsung dominating, contributing a staggering 94% of export share...
Mobile Internet 2025-03-21 10:57:42 -
The Digital Product Subsidy Policy: A Significant Success in Boosting Consumption and Market Confidence
The Digital Product Subsidy Policy: A Significant Success in Boosting Consumption and Market ConfidenceLaunched on January 20th this year, the national subsidy policy for digital products such as mobile phones and tablets has yielded remarkable results in just over two months, effectively driving consumption upgrades and bolstering market confidence. According to CCTV News, as of March 18th, 42...
Mobile Internet 2025-03-21 10:46:00 -
Samsung's New "Z-Foldable" Screen Patent Revealed: Dual-Hinge Design, Expected High Price
Samsung's New "Z-Foldable" Screen Patent Revealed: Dual-Hinge Design, Expected High PriceOn March 19th, tech media outlet 91Mobile reported that Samsung Display has been granted a patent for a novel "Z-foldable" screen. This patent showcases an innovative dual-hinge design allowing the screen to fold twice, ultimately forming a compact Z-shape...
Mobile Internet 2025-03-21 10:30:35 -
Leaked iPhone 17 Series Molds Reveal Design Changes: Pro Models Adopt Xiaomi 11 Ultra-Style Camera, Plus Model Axed
Leaked iPhone 17 Series Molds Reveal Design Changes: Pro Models Adopt Xiaomi 11 Ultra-Style Camera, Plus Model AxedRecently, leaked images of iPhone 17 series molds showcasing all four models have surfaced online, generating significant buzz. These images largely align with previous leaks, offering a glimpse into Apple's next-generation flagship smartphones...
Mobile Internet 2025-03-21 09:28:29 -
The European Union mandates Apple to open its iOS system: Nine key features must be opened by the end of 2025
The European Union mandates Apple to open its iOS system: Nine key features must be opened by the end of 2025On March 20th, the European Commission issued mandatory new regulations requiring Apple to comply with the Digital Markets Act (DMA) and open its iOS system. This move aims to break Apple's closed ecosystem, promote compatibility between third-party devices and iPhones, and has sparked widespread attention in the tech industry...
Mobile Internet 2025-03-21 09:02:35 -
Huawei Announces Repair Prices for its PuraX Foldable Phone: Flexible Screen Repair Costs up to 3019
Huawei Announces Repair Prices for its PuraX Foldable Phone: Flexible Screen Repair Costs up to 3019Huawei's recently launched PuraX foldable phone, featuring a unique wide-aspect screen and HarmonyOS 5, has garnered significant attention. However, the repair costs for this high-end phone, priced starting at 7499, have also been a point of interest...
Mobile Internet 2025-03-21 08:01:45 -
Apple Awarded Patent for New Transparent Cover Glass with Multilayer Structure Enhancing Durability and Outdoor Display Performance
Apple Awarded Patent for New Transparent Cover Glass with Multilayer Structure Enhancing Durability and Outdoor Display PerformanceOn March 20th, tech media outlet Patently Apple reported that Apple Inc. was recently granted a patent for a new transparent cover glass technology for iPhones and iPads...
Mobile Internet 2025-03-21 08:01:17 -
Huawei Pura Pioneer Ceremony and HarmonyOS Auto Launch Event: Unveiling Pura X Foldable Phone, HarmonyOS 5, and AITO M9
Huawei Pura Pioneer Ceremony and HarmonyOS Auto Launch Event: Unveiling Pura X Foldable Phone, HarmonyOS 5, and AITO M9At 2:30 PM this afternoon, Huawei held its Pura Pioneer Ceremony and HarmonyOS Auto launch event, unveiling the highly anticipated Huawei Pura X foldable phone, a series of IoT devices, and several new models under the HarmonyOS Auto brand. The event encompassed three major sections: smartphones, IoT devices, and HarmonyOS Auto, offering consumers a technological feast...
Mobile Internet 2025-03-21 02:32:11 -
Apple's A20 Chip Process: N2 or N3P? GF Securities Analyst Jeff Pu Clarifies the Rumors
Apple's A20 Chip Process: N2 or N3P? GF Securities Analyst Jeff Pu Clarifies the RumorsEarlier this week, GF Securities, an investment firm, released several prediction reports on Apple's next-generation A20 chip, sparking widespread industry attention. Some reports suggested the iPhone 18 series would feature the A20 chip manufactured using TSMC's 3nm N3P process, while others predicted the use of TSMC's even more advanced 2nm N2 process...
Mobile Internet 2025-03-21 00:29:08 -
Yong'an Futures' Singapore Subsidiary Explores Bitcoin Futures Trading Possibilities
Yong'an Futures' Singapore Subsidiary Explores Bitcoin Futures Trading PossibilitiesYong'an Futures (600927.SH) recently responded to investor inquiries on its investor interaction platform regarding its Singapore subsidiary's involvement in the blockchain and cryptocurrency industry, specifically Bitcoin futures trading...
Blockchain 2025-03-21 00:17:28 -
Beijing to Build a Global "Open Source Capital" to Lead High-Quality Development of the Digital Economy
Beijing to Build a Global "Open Source Capital" to Lead High-Quality Development of the Digital EconomyAt a press conference on March 20th, Liu Weihua, Deputy Director of the Beijing Municipal Science and Technology Commission and the Zhongguancun Management Committee, announced Beijing's initiative to build a global "Open Source Capital," promoting the open-sourcing of large AI models and accelerating the development of the Chang'an Chain open-source community. This strategic move aims to fully leverage the empowering role of digital technologies and drive high-quality development of Beijing's digital economy...
Blockchain 2025-03-21 00:09:33
