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Friday 5 July 2024
Apple said to increase A18 pull-in due to rising demand for iPhone 16
Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (WWDC24). This move...
Thursday 4 July 2024
Prices for commodity DRAM and NAND chips stall as demand recovery lags
The prices for general-purpose DRAM and NAND flash chips have remained flat for four consecutive months, suggesting a slower-than-expected pace of demand recovery.
Thursday 4 July 2024
AI PCs and server demand set to drive supply chain recovery in late 2024
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch...
Wednesday 3 July 2024
Motor driver IC demand for data centers ramping up
As cooling becomes a key issue for data centers, especially with liquid cooling solutions gaining prominence, in the past few years Taiwan-based IC design firms such as Weltrend and...
Wednesday 3 July 2024
Massive performance gains for upcoming flagship mobile SoCs, thanks to TSMC's N3E process
According to recent market rumors, major mobile SoC makers Apple, Qualcomm, and MediaTek will all adopt the more advanced N3E process for their flagship mobile SoCs in the second...
Tuesday 2 July 2024
Samsung allegedly lowers 2024 TV shipment goal upon debatable 'sports year'
Due to weak end-user demand and poor performance during China's 618 shopping festival, TV brands had high inventory levels after stocking up on panels in the first half of the year...
Tuesday 2 July 2024
TSMC reportedly completes tape-out for next-gen Google Tensor SoC
TSMC reportedly has completed the tape-out for the next-generation Google Tensor SoC using the foundry's 3nm process technology.
Friday 28 June 2024
Samsung leads chip market amid surging AI memory demand, but foundry gap with TSMC widens
Samsung Electronics emerged as the leader in the global semiconductor market (excluding foundry) in the first quarter of 2024, capturing an 11% market share by sales value, according...
Friday 28 June 2024
SiFive seizes opportunity in embedded solutions, seeing robust RISC-V growth
SiFive is seeing the golden opportunity to grow RISC-V adoption in the embedded solutions IP market while its competitor voluntarily retreats from the market.
Friday 28 June 2024
TV market replenishes in second quarter as large-size DDIs face risks in 2H24
Some display driver IC (DDI) manufacturers noted in their earnings calls that the second quarter of 2024 will see a peak in TV application orders, boosting the shipment performance...
Friday 28 June 2024
Aftermarket suppliers increase NEV investment as inventory clearance ends
Automotive supply chains in Taiwan and China are seeing limited financial growth during the off-season in July and August. However, as inventory destocking ends, new energy vehicle...
Friday 28 June 2024
SK Hynix develops PCB01 for artificial intelligence PCs
SK Hynix Inc. (or "the company") announced today that it developed PCB01, an SSD product with the industry's best specifications, for on-device AI* PCs.
Thursday 27 June 2024
AI PC chipmakers risk overselling specs amid performance discrepancies
To maintain a competitive edge in the expanding AI PC market, industry leaders including Intel, AMD, Qualcomm, and Apple, leveraging their integrated software and hardware capabilities,...
Thursday 27 June 2024
Apple's halo shines bright in smartphone supply chain, even with consumer demand concerns
With Nvidia leading the charge in generative AI, Apple's brand image seemed to have lost a bit of its luster.
Wednesday 26 June 2024
ASE sees better prospects in 2H24, thanks to robust advanced packaging demand
ASE CEO Tien Wu said at the company's 2024 shareholder meeting on June 26 that the semiconductor industry will have better performance in the second half of 2024, thanks to the demand...