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NEWS TAGGED CHIPMAKERS
Friday 27 September 2024
Automakers in Europe, US, China face increased competition; Taiwan chipmakers seek breakthroughs
The competitive pressure on the automobile sectors in China, Europe, and the US has increased. In response, Taiwanese chipmakers involved in crucial supply chains seek breakthrough...
Wednesday 25 September 2024
Chinese chipmakers gearing up for Huawei's next flagship launch despite hefty cost
Huawei is preparing to launch its latest flagship Mate 70 series, a product bolstered by substantial government support and suppliers, particularly SMIC, who are reportedly sacrificing...
Friday 20 September 2024
Network chipmakers perceive inadequate demand visibility from China
China's telecom infrastructure tenders are not being implemented with enthusiasm, resulting in limited visibility for network chip orders from the sector, according to industry sou...
Wednesday 18 September 2024
Inventory dumping threatens DDR4 memory market
DRAM contract prices are expected to increase quarterly throughout 2024. However, inventory dumping has put pressure on DDR4 due to low demand for PC and mobile phone applications,...
Friday 13 September 2024
Nvidia hampered by geopolitical policies, Chinese GPU firms reap windfall
In the AI computing era, nearly all leading developers of large language models (LLMs) are racing to stockpile Nvidia GPUs. According to TechInsights, Nvidia dominated the...
Wednesday 11 September 2024
Taiwan memory chipmakers see August revenue return to on-year growth
Taiwan-based memory chipmakers Nanya Technology, Winbond Electronics, and Macronix International, as well as fabless firms Etron Technology and Elite Semiconductor Memory Technology...
Tuesday 3 September 2024
At SEMICON Taiwan 2024, the AI focus turns to memory and network chipmakers
After more than a year of insight into AI models and hardware, the market has a better understanding of the upcoming bottlenecks facing cloud-based generative AI: high bandwidth memory...
Friday 30 August 2024
VMware expands key partnerships post-Broadcom acquisition amid shift to subscription model
Following its acquisition by Broadcom, cloud software giant VMware has faced questions regarding its future direction, particularly regarding changes to its pricing structure.
Wednesday 21 August 2024
TSMC maintains steady pace in EU fab expansion as competitors slow projects
Many chipmakers have disclosed delays or suspensions in their new European fab projects; however, TSMC's are proceeding more efficiently than those of their competitors.
Thursday 15 August 2024
Foreign auto chipmakers gain less from Chinese EV growth
China's self-sufficiency push for ICs has limited the ability of multinational automotive IC integrated device manufacturers (IDM) and fabless chipmakers to secure orders from the...
Tuesday 13 August 2024
SK Hynix to face challenges for US fab despite subsidies
SK Hynix is anticipated to expedite the development of its high-bandwidth memory (HBM) manufacturing and R&D fab in Indiana, with government incentives under the US CHIPS and...
Monday 5 August 2024
Semiconductor industry shifts to AI: Chipmakers reallocate resources and grapple with talent crunch
Over the past two years, the semiconductor industry has undergone a dramatic transformation, shifting its focus to AI development. This shift has driven chipmakers to significantly...
Friday 26 July 2024
NAND flash capex to slow in 2024
The world's top-3 memory chipmakers are likely to reduce their NAND flash memory capex in 2024, following two years of robust spending, according to industry sources.
Thursday 25 July 2024
AI applications facilitate advances in IC process manufacturing
The booming development of AI applications is accelerating the advancement of IC process production, with fabless chipmakers also upgrading manufacturing specifications for their...
Tuesday 23 July 2024
NXP disappointing results imply slowing automotive demand
NXP's latest financial results indicate that the company continues to navigate the industry downturn, presenting a third-quarter outlook that falls below expectations. These disappointing...
TPCA
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research