China smartphone shipments dropped -5% YoY in Q2 2023. It has been the worst second quarter in the past ten years. The encouraging side is that the decline rate narrowed down in Q2 from the previous quarters, signaling the stabilization and the start of the recovery cycle of China smartphone market in the upcoming quarters.

Tesla has started deploying its Dojo supercomputer that employs unusual technologies to pack AI-training performance in a smaller volume than Nvidia-based systems.

Global smartphone shipments shrinks -8% YoY in Q2 2023, due to inventory adjustments and the mixed consumer demand from geopolitical uncertainties, and unfavorable economic conditions.

Apple Watch shipment volume returned to YoY growth in Q2 2023, after two consecutive quarters of declines preceded by double digit growth in Q3 2022, and prior to that shrinking volumes in Q2 2022 (for the first time since 2016).

Tax Reform for Workforce Development & Silicon Photonics G. Dan Hutcheson The Chip Insider® Summary: Tax Reform as an Industrial Policy to solve the workforce issue: In late 2020, I wrote '10 Things Biden can do to save Semiconductors,'... The CHIPS Act made it clear there was a bipartisan

Growth in the North American smartphone market experienced its largest second-quarter decline ever in Q2 2023, extending a slide that began mid-2022.

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Apple iPhone shipments declined -9.3% YoY in Q2 2023 to reach 43.1 million units and 16.0% market share. This is the highest second quarter annual decline for the vendor in the last 8 years from 2016 till 2023.

Near-term Visibility is Limited but Order Activity is Starting to Look Brighter Far Off in the Horizon. Shereen Vaux Order activity for semiconductor equipment eked up a degree to a brisk 44 °F with all segments increasing at least a degree. Memory jumped a degree as Samsung and SK hynix confirmed

Global smartphone shipments went down -8% YoY at 269 million units. This is the eighth consecutive quarter of annual decline by smartphone volumes.