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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 21 November 2024
Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand
The newest round of subsidies for trade-in programs made by China's government targeting TVs and consumer electronics has effectively boosted LCD TV demand in the fourth quarter,...
Thursday 21 November 2024
Edom monitors infrastructure development; partners with Nvidia on industrial control, healthcare
IC distributor Edom Technology projects that current trends will extend into 2025, with AI remaining the industry's core focus. The company is actively monitoring infrastructure developments...
Thursday 21 November 2024
IC design houses see Chinese government subsidies stimulate demand
Chinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that...
Thursday 21 November 2024
Apple and Xiaomi lead China's Single's Day sales with Honor gaining ground
China's Single's Day shopping season expanded to a full month this year. While overall sales momentum appeared lackluster amid reports of discount exploitation and high return rates,...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Wednesday 20 November 2024
FocalTech expects continued growth in TDDI chip sales
The third quarter has historically been a peak season, with robust sales of premium smartphones boosting FocalTech Systems' AMOLED TDDI shipments to continue their upward trend. Meanwhile,...
Wednesday 20 November 2024
Mobile panel upgrades accelerate, OLED DDI to become mainstream by 2025
The overall progress of Chinese smartphone brands adopting OLED panels is rapidly advancing. Industry experts predict that by 2025, OLED will dominate the smartphone panel market,...
Wednesday 20 November 2024
LG Display unveils stretchable panel with 50% expansion, redefining next-gen displays
LG Display (LGD) has revealed a groundbreaking prototype stretchable screen capable of expanding its stretch ratio from 20% to an impressive 50%, pushing the boundaries of flexible...
Wednesday 20 November 2024
Professional Computer Technology forecasts profitability in 2024 despite challenges, eyes AI-driven growth
Jiang-song Fu, chairman of IC distributor Professional Computer Technology (PCT), projected 2024 to be the trough for their operations. Despite this, the company expects to remain...
Wednesday 20 November 2024
US Commerce plans US$285 million for semiconductor digital twin research
According to a recent press release, the US Department of Commerce (DOC) and the Semiconductor Research Corporation Manufacturing Consortium Corporation (SRC) are entering negotiations...
Wednesday 20 November 2024
Competition in automotive chips intensifies as Taiwan-based companies target mid-to-high-end market
In recent years, Taiwan-based IC design companies have massively entered the automotive chip sector, seeking growth opportunities beyond consumer electronics. The automotive chip...
Wednesday 20 November 2024
WPG to see weaker growth in 2025, with opportunities in auto solutions
AI was the name of the game for the semiconductor supply chain in 2024, according to IC distributor WPG Holdings, yet shifting supply-demand balance may lead to slightly slower growth...
Wednesday 20 November 2024
BYD-designed, TSMC-made automotive chip rumored to involve MediaTek collaboration
Chinese EV giant BYD has unveiled its most advanced self-developed automotive chip, manufactured using a cutting-edge 4nm process. Industry sources report that the BYD 9000 represents...
Wednesday 20 November 2024
China's chip advances stall as US curbs hit Huawei AI product
Huawei's ambitions to create more powerful chips for AI and smartphones have hit major snags because of US sanctions, stalling a major Chinese effort to match American technology.