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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 11 July 2024
GlobalFoundries advances SiPh tech amid data center interconnectivity demand optimism
GlobalFoundries (GF) is optimistic that silicon photonics (SiPh) will become a key growth area for the future data center market. In a recent interview with All About Circuits, Vikas...
Thursday 11 July 2024
MediaTek 2Q24 performance meets expectations, eyeing boost from Dimensity 9400
MediaTek has shown remarkable resilience in the typically slow second quarter, with revenue steady compared to the previous three months. This performance suggests the company has...
Thursday 11 July 2024
L&T acquires Indian IC design startup
Larsen & Toubro bought an IC design startup to enhance its IP and engineering capabilities in the semiconductor sector in a series of investments in and acquisitions of India-based...
Thursday 11 July 2024
AMOLED phone shipments outnumber LCD ones, heaping pressure on Taiwanese panel supply chain
AMOLED has overtaken LCD as the mainstream screen technology for mobile phones, heaping pressure on Taiwanese panel makers who specialize in the latter, according to industry sourc...
Thursday 11 July 2024
AI to boost chip component demand, say IC distributors
IC distributors are optimistic about AI-related chip and component demand, predicting a stronger second half of the year than the first. According to industry sources, consumer products,...
Wednesday 10 July 2024
Alternative to Nvidia: expert highlights gaps in China's domestic AI chip ecosystem
The US government's export ban on Nvidia's high-end AI chips has spurred efforts in China to produce domestic AI chips to meet the burgeoning demand in the country's AI sector.
Wednesday 10 July 2024
Silicon Motion expects 2Q24 sales to beat guidance
Silicon Motion Technology, a manufacturer of NAND flash controllers for solid-state storage devices, has announced that based on preliminary second-quarter financial results, sequential...
Wednesday 10 July 2024
Semiconductor manufacturing equipment growth to set new high in 2025: SEMI
Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to set a new industry record, reaching $109 billion in 2024, growing 3.4%...
Wednesday 10 July 2024
Parade expects growing revenue from increasing adoption of AI PCs
Given the mixed but generally favorable views on Copilot+ PCs, PC vendors are optimistic about the upcoming peak season. This is positive news for IC design companies like Parade...
Wednesday 10 July 2024
Samsung reportedly adopts Mo in 3D NAND, to reshape memory industry
Samsung Electronics is reportedly adopting Molybdenum (Mo) for the metal wiring process in its ninth-generation 3D NAND (V9 NAND) technology.
Wednesday 10 July 2024
AUO and Innolux show 2Q24 revenue growth with uncertainties in third quarter
Although the two major panel manufacturers saw slight declines in revenue in June 2024, the second quarter was overall quite fruitful due to rising panel prices.
Wednesday 10 July 2024
US to invest up to US$1.6 billion to award domestic semiconductor advanced packaging R&D efforts
On July 9, the US Department of Commerce issued a Notice...
Wednesday 10 July 2024
Surging TSMC 2nm demand to spark chip investment race in 2025
According to Bloomberg citing UBS forecasts, Taiwan Semiconductor Manufacturing Company (TSMC) could spend up to US$37 billion in capex in 2025, marking a 15.6%...
Tuesday 9 July 2024
Texas bolsters Indo-Pacific semiconductor ties with US1.4 billion incentives
Texas Governor Greg Abbott is visiting Taiwan to strengthen bilateral ties in critical industries and attract semiconductor companies to set up plants in his state.
Tuesday 9 July 2024
Arm focusing on four major AI applications, but competition from in-house developed ICs rising, says DIGITIMES Research
In the keynote speech at Computex 2024, Arm revealed its focus on four major AI application areas: mobile phones, PCs, automobiles, and the cloud.