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How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, with 80% to 100% market share in their respective fields (Mark Bergen/Bloomberg) 20-03-2025

Mark Bergen / Bloomberg: How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, with 80% to 100% market share in their respective fields  —  Since ChatGPT arrived, Nvidia and its key manufacturing partners have dominated the market for AI chips.  Will it last? Lees verder op Tech Meme

Huawei unveils the 6.3″ Pura X, a square clamshell with a 3.5″ display and its first flagship running HarmonyOS 5, launching in China on March 30 for ~$1,036 (Bloomberg) 20-03-2025

Bloomberg: Huawei unveils the 6.3 Pura X, a square clamshell with a 3.5 display and its first flagship running HarmonyOS 5, launching in China on March 30 for ~$1,036  —  The 6.3-inch Pura X folds in half to a square clamshell with a 3.5-inch display on the exterior and was introduced … Lees verder op Tech Meme

Temu-owner PDD reports Q4 revenue up 24% YoY to ~$15.3B, below est., and net income up 18% YoY to ~$3.8B, amid intensifying domestic competition and US tariffs (Luz Ding/Bloomberg) 20-03-2025

Luz Ding / Bloomberg: Temu-owner PDD reports Q4 revenue up 24% YoY to ~$15.3B, below est., and net income up 18% YoY to ~$3.8B, amid intensifying domestic competition and US tariffs  —  The e-commerce company reported revenue of 110.6 billion yuan ($15.3 billion) for the December quarter.  Net income was up 18% to 27.4 billion yuan. Lees verder op Tech Meme

Trump eliminating the USAGM cut the budget of the Open Technology Fund, launched in 2012 to let 24M+ people living under repressive regimes access the internet (Pranshu Verma/Washington Post) 20-03-2025

Pranshu Verma / Washington Post: Trump eliminating the USAGM cut the budget of the Open Technology Fund, launched in 2012 to let 24M+ people living under repressive regimes access the internet  —  The demise of the Open Technology Fund could put millions at risk of being targeted by authoritarian governments for their internet activity. Lees verder op Tech Meme

Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; source: Apple has spent $5B+ per year on content since its 2019 debut (Wayne Ma/The Information) 20-03-2025

Wayne Ma / The Information: Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; source: Apple has spent $5B+ per year on content since its 2019 debut  —  Last year, Apple CEO Tim Cook had questions about several pricey movie deals executives of Apple TV+, the company’s video-streaming service … Lees verder op Tech Meme

Discord plans to roll out third-party ads on its mobile apps, starting with a mobile pilot for Video Quests, video ads that let users earn rewards, in June 2025 (Jess Weatherbed/The Verge) 20-03-2025

Jess Weatherbed / The Verge: Discord plans to roll out third-party ads on its mobile apps, starting with a mobile pilot for Video Quests, video ads that let users earn rewards, in June 2025  —  Video Quests will start rolling out to mobile users in June. … Discord is bringing third-party ads to its mobile platform. Lees verder op Tech Meme