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Global supply chain: Key components
Key components news coverage
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Friday 16 August 2024
NIO finalizes 5nm automotive chip design; how much it will help remains in question
Chinese automakers are accelerating the localization of automotive chips to avoid being bottlenecked by chip supply chains and reduce reliance on foreign chips.
Friday 16 August 2024
Chinese smartphone AP shipments set to rise over 9% sequentially in 3Q24, says DIGITIMES Research
China's smartphone application processor (AP) shipments returned to the traditional off-season pattern in the second quarter of 2024, with a slight quarter-on-quarter increase of...
Friday 16 August 2024
Qualcomm, MediaTek eyeing bigger PC processor market share in 2025 amid Intel woes
Intel has been hit with a string of misfortunes of late, as the PC processor giant's brand image is severely tarnished by irrevocable defects in its products, not to mention corporate...
Friday 16 August 2024
TSMC to see CoWoS production capacity reach 60,000 wafers in 2025
The just acquired 5.5G panel fab would enable TSMC to boost its overall production capacity for CoWoS packaging to 60,000 wafers per month in 2025, with a projected increase to 70,000-80,000...
Thursday 15 August 2024
Phison sees enterprise SSD sales boost
Phison Electronics saw enterprise SSD sales expand as a proportion of overall revenue to 14% in the second quarter of 2024 from 5% in the previous quarter.
Thursday 15 August 2024
Cloud GPU growth to stabilize in 2025 after rapid increase
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
Thursday 15 August 2024
Foxconn discusses progress of 3+3 strategy, anticipates returns on semiconductor investments by late 2024
Foxconn held an earnings call on August 14, where it discussed the progress of its 3+3 development strategy.
Thursday 15 August 2024
TPK reports strong 2Q24 growth, aims for breakeven in 2024 driven by energy storage systems
TPK, a leading panel manufacturer, reported a substantial improvement in its financial performance for the second quarter of 2024. The company narrowed its core business losses to...
Thursday 15 August 2024
DIGITIMES Research forecasts exponential AI chip market growth in special report
DIGITIMES Research released a special report on AI chips on August 14, highlighting the rapid development of the semiconductor market driven by generative AI.
Thursday 15 August 2024
AI may shake up PC and mobile SoC competition
DIGITIMES Research has issued its latest authoritative special report on AI chips, offering an in-depth analysis of various aspects of AI chips.
Thursday 15 August 2024
Foreign auto chipmakers gain less from Chinese EV growth
China's self-sufficiency push for ICs has limited the ability of multinational automotive IC integrated device manufacturers (IDM) and fabless chipmakers to secure orders from the...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Wednesday 14 August 2024
Intel, pinched by losses, sells stake in chip designer Arm
Intel Corp., which is slashing jobs and expenses in a bid to turn around the business, sold its holdings in chip technology creator Arm Holdings Plc during the second quarter.
Wednesday 14 August 2024
Polarizer panel companies focus on high-value products amid weak pull-ins for 2H24
The panel industry experienced strong demand in the first half of 2024 due to early pull-ins by end-product manufacturers. However, as end market performance fell short of expectations,...
Tuesday 13 August 2024
Taiwan stands firm to keep advanced semiconductor R&D despite US pressure
In addition to Republican Presidential Candidate Donald Trump demanding Taiwan to "give back" more for its safety amid the geopolitical uncertainties, the United States has reportedly...