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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 17 December 2024
Tech giants prioritize cost-performance ratio for AI investment; Nvidia's computing clusters gain traction
US cloud service providers (CSPs) are entering a new phase of AI investment, with continued growth in capital expenditures (capex), driving short-term demand for high-end AI chips...
Tuesday 17 December 2024
China targets Nvidia as cloud firms navigate AI chip restrictions
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...
Tuesday 17 December 2024
LGD's OLED gamble: a decade of investments tested as market stalls
LG Display (LGD) has spent over a decade investing in OLED TV panel technology. However, the market's growth remains sluggish as Samsung Electronics and Chinese manufacturers prioritize...
Tuesday 17 December 2024
Taiwan display panel makers seek government support amid AI, semiconductor funding shift
Taiwan's LCD panel industry, despite making significant technological advances amid intense Chinese competition, continues to face financial challenges. Innolux president James Yang,...
Tuesday 17 December 2024
Innolux expects revenue boost from new IAS business unit
Taiwanese panel maker Innolux has established its Intelligent Automation Solutions (IAS) Business Center, which focuses on three major product lines targeting smart manufacturing...
Tuesday 17 December 2024
Samsung taps RISC-V potential with expert recruitment in China
Samsung Electronics is stepping up talent recruitment in China to advance next-generation semiconductor development. With China's rapidly growing semiconductor IP market, Samsung...
Tuesday 17 December 2024
IC designers uncertain about PC demand in 2025
According to industry sources, the PC market should see some replacement demand in 2025, but visibility remains low for IC design houses despite the hype about AI devices.
Tuesday 17 December 2024
Advantest unveils testing solutions for AI and advanced chips
Japanese semiconductor testing equipment firm Advantest has announced its latest testing solutions for advanced applications such as high-end memory, 5G, AI, and high-performance...
Tuesday 17 December 2024
MediaTek secures steady orders, outlines trio of 2025 growth pillars
MediaTek continues to make waves with recent order wins. Sources indicate its 5G modem chips may enter the Apple Watch supply chain, while media reports suggest these chips could...
Tuesday 17 December 2024
TSMC to see at least 20% sales growth in 2025
TSMC's revenue in US$ terms is expected to grow by at least 20% in 2025, with almost all major chip vendors seeking its support for advanced manufacturing processes where the world's...
Tuesday 17 December 2024
WT Microelectronics acquires 20% stake in WT Semiconductor to accelerate integration of Singapore subsidiary
IC distributor WT Microelectronics announced on December 16 that it will acquire a 20% stake in WT Semiconductor from Excelpoint founder and CEO Albert Phuay Yong Hen for approximately...
Tuesday 17 December 2024
Arm-Qualcomm contract fight threatens to upend chip industry
Arm's legal dispute with Qualcomm is being argued before a federal jury in Delaware this week, pitting two of the world's most influential chipmakers against each other in an intellectual...
Monday 16 December 2024
China's AI servers see a rise in local chip adoption, procurement policy threatens Nvidia
In response to the US export control regulations introduced on December 2, China's Ministry of Finance issued a notice on December 5 regarding government procurement standards and...
Monday 16 December 2024
South Korea's FuriosaAI takes on global AI chip race with 'RNGD'
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises...
Monday 16 December 2024
Jarllytech to expand production capacities in SEA in response to Trump 2.0
With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based...