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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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. Market rumors reported 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.
Tuesday 19 November 2024
Smartphone display panel prices stabilize as TCL reaches global top three
The combination of promotional events like Double Eleventh Day in China and Black Friday sales in Europe and the US, coupled with new smartphone launches in November, has driven a...
Tuesday 19 November 2024
Fierce price war in the PMIC sector begins to ease as inventory stabilizes
Fierce price competition in the power management IC (PMIC) industry, led by companies like Texas Instruments (TI), shows signs of abating. With limited room for further price cuts...
Tuesday 19 November 2024
Samsung holds tool-in ceremony for new R&D campus, scheduled to start operation in 2025
According to a press release, on November 18, Samsung Electronics held a tool-in ceremony for its new semiconductor research and development complex (NRD-K) at its Giheung campus,...
Tuesday 19 November 2024
AMD's layoffs: trimming resources or deeper cuts?
Despite recording over US$1 billion in profits during the third quarter of 2023 and thriving in the AI market with double-digit growth, AMD recently announced a 4% workforce reduction,...
Tuesday 19 November 2024
Samsung foundry eyes Qualcomm and Nvidia for 2nm and 3nm orders
Samsung Electronics' foundry division is advancing its semiconductor capabilities through the mass production of the Exynos 2600 (tentative name), marking a strategic push for self-sufficiency...
Monday 18 November 2024
Global display panel market to hit US$118 billion in 2024, driven by OLED and AI
As AI technology advances, demand for electronic product upgrades is boosting panel shipments, with OLED adoption and niche applications driving growth in the display industry. The...
Monday 18 November 2024
Nvidia's Blackwell rack design reportedly faces overheating, potentially delaying shipments
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
Monday 18 November 2024
Moore Threads initiates A-share IPO process with a valuation of approximately CNY25 billion
According to an announcement on the China Securities Regulatory Commission's (CSRC) official website, Chinese GPU manufacturer Moore Threads completed registration with the Beijing...
Monday 18 November 2024
Samsung's bonus cuts spark fear of researcher exodus
Samsung Electronics' recent decision to transfer personnel from its semiconductor research institute to various business units has sparked concerns over a potential talent drain,...
Monday 18 November 2024
Foxconn advances into the AI server market at SC24, showcasing GB200 racks, new HGX products
Foxconn, through its subsidiary FII and Ingrasys, made a strong showing at Supercomputing 2024 (SC24) in Atlanta, the US, demonstrating its latest AI server technology portfolio....