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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 20 August 2024
Supply chain actively developing GB200 servers despite Blackwell delay, say sources
Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...
Tuesday 20 August 2024
Apple modem chip for iPhone unlikely in 2025
Latest rumors have it that Apple is ready to equip the iPhone with its in-house developed modem chip in 2025, but industry sources remain skeptical. Even if Apple was able to roll...
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Monday 19 August 2024
Intel Foundry's push for self-sufficiency could pave way for spin-off and rebranding
Is it time for Intel Foundry (IF) to be spun off as an independent entity? During the 2008-2009 financial crisis, AMD was forced to divest its wafer fabrication division, offloading...
Monday 19 August 2024
Taiwanese chip industry shifts focus to manufacturing amid AI boom and cyclical downturn
According to the latest data from the Taiwan Semiconductor Industry Association (TSIA), Taiwan's semiconductor industry is gradually recovering from the downturn it faced in 2023...
Monday 19 August 2024
A decade of opposites: Intel's IDM woes vs. AMD's fabless triumph
Once the undisputed leader of the semiconductor industry, Intel has seen its market capitalization dwindle significantly compared to its American rivals, Nvidia and AMD. Intel's market...
Monday 19 August 2024
Strategic pivot to advanced packaging driven by AI boosts revenue and growth prospects: Q&A with C Sun CEO and GM
Taiwanese equipment manufacturer C Sun, originally focused on the panel and PCB industries, has strategically pivoted toward the semiconductor sector. About fourteen years ago, C...
Monday 19 August 2024
Spain pursues Taiwan partnerships to boost EUR12 billion semiconductor push
With over EUR1 billion earmarked for R&D under Spain's EUR12 billion "PERTE Chip" semiconductor initiative, the country is actively courting international partners like Taiwan...
Monday 19 August 2024
Inergy sees robust demand for high-end cooling
Inergy Technology has entered the cooling fan IC market in response to the rising demand for high-end cooling solutions.
Friday 16 August 2024
Top Chinese chip gear maker sues Pentagon to void sanctions
One of China's most prominent chip gear makers is suing the Pentagon for linking it to the People's Liberation Army, seeking to get off a blacklist that bars business with American...
Friday 16 August 2024
Indian IC design startup seeks six automotive contracts and eyes mid-term chipmaking investment
L&T Semiconductor Technologies, an Indian startup set up less than a year ago, expects to begin developing chips for six automobile companies and eventually venture into the chipmaking...
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...
Friday 16 August 2024
International firms eyes Vietnam semiconductor talent amid rising geopolitical tension
Vietnam has made talent development a top priority to support the country's growth semiconductor industry.
Friday 16 August 2024
DDI market calm, but handset DDIs thrive
The third quarter of 2024 has seen a lackluster market for display driver IC (DDI). However, handset DDI demand is expected to be strong thanks to replenishment demand.
Friday 16 August 2024
Intel's CHIPS Act implementation hamstrung by performance, packaging dependencies, workforce shortages
The US$39 billion funding allocation under the CHIPS and Science Act (CHIPS Act) is nearing completion.