CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 3 September 2024
At SEMICON Taiwan 2024, the AI focus turns to memory and network chipmakers
After more than a year of insight into AI models and hardware, the market has a better understanding of the upcoming bottlenecks facing cloud-based generative AI: high bandwidth memory...
Monday 2 September 2024
South Korea wants US 'carrots' for embracing China chip curbs
South Korea seeks more flexibility and incentives from the US to encourage Seoul's compliance with additional curbs on advanced semiconductor exports to China that Washington is considering,...
Monday 2 September 2024
Jensen Huang's three assurances temporarily calm cooling factories
Nvidia's founder and CEO, Jensen Huang, revealed that the Blackwell chip will be mass-produced and delivered to clients in the last quarter of 2024. He also states that demands for...
Monday 2 September 2024
Rethinking supply chains in the age of China+1: Colley Hwang explores new frontiers and strategic shifts in ASEAN expansion
The electronics industry of the world and in Taiwan is at a crossroads, driven by geopolitical shifts and the ever-present need to diversify supply chains. Firms that once thrived...
Monday 2 September 2024
Arm bets on gaming-grade GPUs to drive growth amid AI boom and mobile stagnation
The significantly surging demand for graphics cards is driving more companies to enter the GPU market, catering to gaming enthusiasts, enterprise computing centers, and other AI ap...
Monday 2 September 2024
As GenAI transforms semiconductor technology, materials also need to become 'smart'
SEMICON Taiwan 2024 is fast approaching, and this year's event focuses on key industry topics such as advanced processes, heterogeneous integration, compound semiconductors, silicon...
Monday 2 September 2024
Chinese GPU startup, potential Nvidia rival, denies bankruptcy despite organizational adjustment
Reports indicate that Xiangdixian, a China-based GPU design house considered a potential rival to Nvidia, has declared bankruptcy due to cash flow issues and has laid off nearly 400...
Monday 2 September 2024
Bankruptcies plague China's chip startups, ushering in an era of 'survival of the fittest' through M&A
Despite the generative AI boom, uncertainty looms over the automotive, consumer mobile, and PC markets, leading to layoffs at major U.S. and European semiconductor companies like...
Monday 2 September 2024
LCD TV panel market braces for extended price war as Chinese majors battle for dominance
The LCD TV panel market is grappling with challenges due to declining prices and a price war between BOE and TCL CSOT. A production cut slated for October aims to reduce inventory...
Monday 2 September 2024
Seoul Semiconductor confident in MicroLED patent portfolio
Seoul Semiconductor and its subsidiary Seoul Viosys recently released their financial results for the second quarter of 2024. CEO Chung-Hoon Lee emphasized the competitiveness of...
Friday 30 August 2024
Intel weighs options including foundry split to stem losses
Intel Corp. is working with investment bankers to help navigate the most difficult period in its 56-year history, according to people familiar with the matter.
Friday 30 August 2024
AI chip startups led by Cerebras aim to challenge Nvidia with sleeker, more efficient designs
Many chip design startups are striving to develop more affordable AI solutions tailored for specific applications.
Friday 30 August 2024
Sonix Technology cautious about 2H24, pins hope on AI PC and automobiles
Sonix Technology, a microcontroller (MCU) manufacturer, reported that the notebook (NB) industry is actively advancing the AI PC market. Sonix plans to introduce its human presence...
Friday 30 August 2024
SMIC to launch four new 12-inch fabs after 2025, targeting 28nm and above for local demand
Semiconductor Manufacturing International Corporation (SMIC), China's leading foundry, is significantly expanding its production capacity with four new 12-inch wafer fabs in Beijing,...
Friday 30 August 2024
Global OSAT industry, 2024
Global OSAT revenues are expected to rise 8% on year in 2024, driven by growing shipments of consumer electronics.