CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 7 February 2025
OEMs rush chip orders ahead of potential US tariffs
OEMs have ramped up early component and processor purchases since late 2024, bracing for potential US tariff hikes, according to industry sources.
Friday 7 February 2025
DeepSeek leaves ASIC prospects unscathed as Taiwanese IC design houses wield proprietary IP
Chinese AI startup DeepSeek made a splash during the Lunar New Year, sparking a critical debate: Will advancements in AI model efficiency drive up or reduce demand for chip hardware?...
Friday 7 February 2025
Silicon Motion 2024 revenue surpasses expectations, eye strong 4Q25 recovery
Silicon Motion's 2024 financial performance exceeded market expectations, delivering US$836 million in revenue, representing a 26% increase from 2023. The company's gross margin rose...
Friday 7 February 2025
Microchip reports falling sales amid slowing global economy; revises capex plans downward
On February 6, US-based MCU and analog chip developer Microchip Technology released a fourth-quarter net sales prediction that did not meet the average estimates from analysts.
Friday 7 February 2025
Arm China taps former SMIC exec as new CEO
Arm China announced on February 6th, 2025 that it has appointed Feng Chen as its new CEO, following the departure of co-CEOs Renchen Liu and Eric Chen. Before this appointment, Feng...
Thursday 6 February 2025
Parade brings USB4 chips to non-PC and non-retimer markets
High-speed transmission chip maker Parade Technologies (Parade) is advancing its USB4 product line and achieving new developments in display applications, servers, and high-speed...
Thursday 6 February 2025
Taiwan US$9 billion chip innovation program draws massive private investment
A government-funded program promoting semiconductor innovation in Taiwan is gaining momentum, attracting substantial private-sector investments.
Thursday 6 February 2025
China smartphone AP shipments, 4Q 2024
Smartphone AP shipments to Chinese brands will rise slightly by 0.6% sequentially in the first quarter of 2025 as off-season is unlikely to have a major influence.
Thursday 6 February 2025
Realtek optimistic about 2025 prospects
Taiwanese network IC design house Realtek Semiconductor has expressed confidence in its business prospects for 2025, as evidenced by improved order visibility and technological adv...
Thursday 6 February 2025
Wah Hong's January revenue grows despite holiday impact, indicating panel industry rebound
Wah Hong Industrial Co. (Wah Hong), the Taiwan-based optical film manufacturer, reported consolidated revenue of NT$653 million (US$20.4 million) in January 2025, achieving a 3.05%...
Thursday 6 February 2025
Arm gives cautious outlook despite strong results
Arm gives cautious outlook despite strong results
Thursday 6 February 2025
Qualcomm projects flat smartphone market growth despite strong 1Q25 results
Although Qualcomm delivers better-than-expected financial performance across its business, the company expects flat smartphone growth in 2025, impacting its licensing business in...
Thursday 6 February 2025
Premiumization drives Qualcomm's 1Q25 growth amid flat mobile market, cites TSMC price hikes and DeepSeek's impact
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation...
Thursday 6 February 2025
SoftBank nears deal to acquire chip designer Ampere
SoftBank Group Corp. is in advanced talks to acquire Ampere Computing LLC, people familiar with the matter said.
Thursday 6 February 2025
Arm stands to benefit as AI innovations spur chip demands, with DeepSeek emerging as driving force
Amid the excitement surrounding AI, which is prompting developers to create related products that demand more Arm-based ASIC chips, Arm anticipates reaping the benefits of this surge...