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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 3 June 2024
Huawei's Ascend AI GPU series gaining traction, Nvidia facing uphill battle in China market
While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific...
Monday 3 June 2024
Weekly news roundup: Russia to begin production of 350nm chips using self-developed EUV lithography machines in 2024
These are the most-read DIGITIMES Asia stories in the week of May 27 – May 31.
Monday 3 June 2024
PCB maker Unimicron expects to benefit from 5G AI, and HPC in 2H24
Leading Taiwanese PCB manufacturer Unimicron held its shareholders' meeting.
Monday 3 June 2024
Nvidia dominates AI-driven data center processor market, Google rises to third place with custom TPUs
Driven by the generative AI boom, Nvidia has solidified its dominance, capturing over half of the data center processor market. Its market share sits between 58% and 70%, depending...
Monday 3 June 2024
Nvidia's Jensen Huang discloses next-gen Rubin platform and physical AI vision at NTU keynote
Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jensen Huang is...
Friday 31 May 2024
STMicro to build EUR5 billion plant in Italy with EU Chips Act aid
STMicroelectronics NV said it plans to spend €5 billion ($5.4 billion) on a manufacturing plant for chips and packaging in Catania, Italy in a multi-year project that's being...
Friday 31 May 2024
South Korea's chip stockpiles shrink at fastest pace in 10 years
South Korea's semiconductor inventories dwindled by the most since 2014, underscoring the pace at which demand is outstripping supply as customers rev up their purchases of devices...
Friday 31 May 2024
New economic minister: Stable power supply essential to keep semiconductor and AI sectors in Taiwan
If Taiwan does not have enough power supply, the semiconductor and Artificial Intelligence (AI) industries will not stay in Taiwan, commented Kuo Jyh-Huei, the new minister of economic...
Friday 31 May 2024
Taiwan M&A deals and transactions expected to hit new high in 2024, according to MAPECT
As Taiwan M&A and Private Equity Council (MAPECT) commemorates its 10-year anniversary with the release of the 2024 Taiwan M&A Whitepaper on May 29.
Friday 31 May 2024
Skymizer unveils 'EdgeThought' AI ASIC chip IP, enabling Llama3 and Mistral models at the edge
Skymizer, a prominent Taiwan-based AI system software provider known for its compiler optimization solutions, has announced the release of EdgeThought, its new software-hardware co-design...
Friday 31 May 2024
Nvidia CEO engages significant Taiwanese CEOs to promote local AI supply chain
Nvidia CEO Jensen Huang revealed two months ago, at a dinner party for Taiwanese partners in Silicon Valley, that he considers himself Taiwan's ambassador. Taiwan is positioned as...
Friday 31 May 2024
With Nvidia taking lion's share of market profits, Intel's finances have struggled amidst AI boom
NVIDIA's latest financial report for the first quarter of fiscal year 2025 (February to April 2024) revealed record-breaking revenue for its data center division. Following a record-setting...
Friday 31 May 2024
IC distributor Supreme upbeat about 2Q24
Supreme Electronics, which mostly sells memory chips, is optimistic about its operations in the second quarter of 2024, noting a seasonal increase in demand for handsets and PCs,...
Friday 31 May 2024
AUO business transformation seeks to lower regular panel sales to 70% of overall revenue
AUO is transforming its business structure, aiming to lower regular display panel sales to below 70% of overall company revenue in 2025, according to company chairman Paul Peng.
Friday 31 May 2024
Chinese CIS suppliers expand presence in high-end smartphone market
The Chinese semiconductor industry, including the CMOS Image Sensor (CIS) segment, is finding more room for development in the domestic market with the sudden rise of the Chinese...