TELECOMS
HTC to appeal patent ruling
HTC Corp (宏達電) yesterday said it would appeal a ruling on a patent-infringement dispute in the UK in favor of Finland’s Nokia Oyj. In a preliminary decision handed down on Wednesday, the UK High Court of Justice said that HTC violated Nokia’s EP0998024 patent on a “modulator structure for a transmitter and a mobile station,” which analysts say is a powerful mobile phone hardware patent that is hard to get around. Nokia said it would seek financial compensation and a sales ban on select HTC products in the UK that use certain Qualcomm Inc and Broadcom Corp chips, including the HTC One and HTC Wildfire. “Naturally, HTC is disappointed by the decision that the UK court has reached in this case and we will be seeking to appeal the ruling immediately,” HTC said.
COMPUTERS
Asustek Q3 profit up 3.7%
Asustek Computer Inc (華碩) yesterday said its net income increased 3.7 percent to NT$4.94 billion (US$167.7 million) in the third quarter, largely thanks to higher notebook shipments. Earnings per share last quarter were NT$6.65, compared with NT$6.33 in the previous quarter, the world’s fifth-largest PC vendor said in a filing to the Taiwan Stock Exchange. Sales rose 19.4 percent to NT$107.1 billion and operating profit increased 23 percent to NT$4.85 billion, it said. Net profit for the first nine months of the year totaled NT$15.83 billion, or NT$21.22 per share, it said.
DECOUPLING? In a sign of deeper US-China technology decoupling, Apple has held initial talks about using Baidu’s generative AI technology in its iPhones, the Wall Street Journal said China has introduced guidelines to phase out US microprocessors from Intel Corp and Advanced Micro Devices Inc (AMD) from government PCs and servers, the Financial Times reported yesterday. The procurement guidance also seeks to sideline Microsoft Corp’s Windows operating system and foreign-made database software in favor of domestic options, the report said. Chinese officials have begun following the guidelines, which were unveiled in December last year, the report said. They order government agencies above the township level to include criteria requiring “safe and reliable” processors and operating systems when making purchases, the newspaper said. The US has been aiming to boost domestic semiconductor
Nvidia Corp earned its US$2.2 trillion market cap by producing artificial intelligence (AI) chips that have become the lifeblood powering the new era of generative AI developers from start-ups to Microsoft Corp, OpenAI and Google parent Alphabet Inc. Almost as important to its hardware is the company’s nearly 20 years’ worth of computer code, which helps make competition with the company nearly impossible. More than 4 million global developers rely on Nvidia’s CUDA software platform to build AI and other apps. Now a coalition of tech companies that includes Qualcomm Inc, Google and Intel Corp plans to loosen Nvidia’s chokehold by going
ENERGY IMPACT: The electricity rate hike is expected to add about NT$4 billion to TSMC’s electricity bill a year and cut its annual earnings per share by about NT$0.154 Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) has left its long-term gross margin target unchanged despite the government deciding on Friday to raise electricity rates. One of the heaviest power consuming manufacturers in Taiwan, TSMC said it always respects the government’s energy policy and would continue to operate its fabs by making efforts in energy conservation. The chipmaker said it has left a long-term goal of more than 53 percent in gross margin unchanged. The Ministry of Economic Affairs concluded a power rate evaluation meeting on Friday, announcing electricity tariffs would go up by 11 percent on average to about NT$3.4518 per kilowatt-hour (kWh)
OPENING ADDRESS: The CEO is to give a speech on the future of high-performance computing and artificial intelligence at the trade show’s opening on June 3, TAITRA said Advanced Micro Devices Inc (AMD) chairperson and chief executive officer Lisa Su (蘇姿丰) is to deliver the opening keynote speech at Computex Taipei this year, the event’s organizer said in a statement yesterday. Su is to give a speech on the future of high-performance computing (HPC) in the artificial intelligence (AI) era to open Computex, one of the world’s largest computer and technology trade events, at 9:30am on June 3, the Taiwan External Trade Development Council (TAITRA) said. Su is to explore how AMD and the company’s strategic technology partners are pushing the limits of AI and HPC, from data centers to