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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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...
Thursday 6 February 2025
Huawei reports 2024 revenue, Ascend 910C hits 60% of Nvidia H100's AI performance
Huawei Chairman Howard Liang announced that 2024 revenue exceeded CNY860 billion (approx. US$118.6 billion) at the Guangdong Provincial Conference on high-quality development, driven...
Wednesday 5 February 2025
IT panel prices expected to rise due to US tariff disruptions
The combination of US tariff policies and rising LCD TV panel prices has driven increased demand for monitor panels, including from second-tier buyers. This heightened procurement...
Wednesday 5 February 2025
Major IC distributors brace for potential tariffs as Trump revives trade war tactics
Tariffs initiated by US President Donald Trump may soon extend to Taiwan, potentially driving up costs, triggering supply chain shifts, and reshaping market dynamics, according to...
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD warns of a weaker-than-expected 1Q25 data center outlook amid Nvidia's AI dominance
Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness...