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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 21 May 2024
Niche memory specialists upbeat about network device upgrades
Etron Technology and other niche-market memory specialists are optimistic about the demand for network device upgrades in the second half of 2024.
Tuesday 21 May 2024
AI PC race between Qualcomm, Apple, and MediaTek
In the upcoming wave of the AI PC boom, many believe that the biggest winners will be the processor vendors. In addition to Intel and AMD, companies from the Arm camp such as Qualcomm...
Tuesday 21 May 2024
Astera Labs steps up investment in Taiwan
US-based Astera Labs, which specializes in high-speed connectivity chips, has stepped up its investment in Taiwan to strengthen collaboration with local server ODMs.
Tuesday 21 May 2024
AUO goes beyond panels
In an effort to position itself as more than a panel company by 2025, AUO has increased its deployment of non-display business operations, according to company chairman Paul Peng.
Tuesday 21 May 2024
Demand divided for smartphone specs in 2024; flagship models to stand out
AI-driven growth will propel flagship mobile phones to a singular position in 2024, despite a fragmented demand for mobile phone specifications, according to market sources.
Tuesday 21 May 2024
Mobile AMOLED panel prices rise in May, while LCD prices slide
As demand in the mobile phone market recovers, panel makers have seen related AMOLED panel prices increase slightly in May, while prices for mobile LCD panels continue to fall.
Tuesday 21 May 2024
Wi-Fi 7 inventories rising in anticipation of momentum in 2H24
Even though Taiwan-based IC design firms expect Wi-Fi 7 penetration rates to remain in the single digits in 2024, multiple sources in the semiconductor supply chain note that manufacturers...
Tuesday 21 May 2024
Samsung S25 likely to use Qualcomm chips despite rumors of 3nm Exynos, say market sources
There have been reports that Samsung Electronics' 3nm manufacturing process is ready and will be used on its newest Exynos flagship processor platform, which is expected to be released...
Tuesday 21 May 2024
Lead times for Nvidia chips shortened
Delivery lead times for Nvidia's AI chips have been greatly reduced, but demand remains high, according to industry sources.
Monday 20 May 2024
Synopsys and Samsung collaborate on 3nm GAA mobile SoC design for 2025 Galaxy smartphones
EDA giant Synopsys has completed the tape-out of a high-performance mobile SoC design using Samsung Electronics' 3nm GAA (Gate-All-Around) wafer foundry process. This chip is set...
Monday 20 May 2024
Qualcomm confirms license to sell to Huawei has been revoked; patent licensing business unaffected
The US Department of Commerce (DOC) recently reported it has revoked Intel and Qualcomm's licenses to sell notebook and smartphone chips to Huawei.
Monday 20 May 2024
Weekly news roundup: Chinese semiconductor companies rally in full force to boost Huawei chips
These are the most-read DIGITIMES Asia stories in the week of May 13 – May 17.
Monday 20 May 2024
Sharp to close world's first 10G LCD panel fab by September, spurring major customers to reassess supply partnerships
The world's first 10th-generation LCD panel factory, located in Japan's Sakai and operated by Sharp subsidiary Sakai Display Products (SDP), is set to cease production by September...
Monday 20 May 2024
Japanese initiative helps semiconductor material startups cross Death Valley
The Japanese government has introduced a Strategic Startup Promotion Plan (SIP) to address the challenges facing material and pharmaceutical startups.
Friday 17 May 2024
AI PC will become an obsolete term soon, predicts tech titans at pre-Computex 2024 event
The age of Artificial Intelligence (AI) at the edge is here, companies cannot wait to showcase their solutions and AI PC products at Computex 2024, which will be hosted from June...