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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 24 September 2024
Global semiconductor sales hit US$162.1 billion in 2Q24; Nvidia shines
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
Tuesday 24 September 2024
IC design houses pin hopes on short lead-time orders amid tepid PC chip demand
IC design firms report a sharp slowdown in PC shipments in the third quarter of 2024, following a surge in the second quarter. While the decline is not drastic, the usually robust...
Tuesday 24 September 2024
Huawei acknowledges chip manufacturing limitations in pursuit of advanced computing solutions
Huawei's rotating chairman, Zhijun Xu, has publicly recognized for the first time that China's limited chip manufacturing capabilities hinder the company's ability to develop advanced...
Tuesday 24 September 2024
Vietnam unveils semiconductor policy for 2050
Vietnam has unveiled its semiconductor roadmap for 2025-2050, aiming to establish three fabs, 20 integrated circuit (IC) backend houses, and 300 IC design houses as part of its goal...
Tuesday 24 September 2024
Intel's AI PC processor sees significant global adoption, emphasizing software ecosystem
Intel reports significant global adoption of its AI PC processor, highlighting its robust software ecosystem and hardware performance, including the recent Lunar Lake processor. CyberLink...
Tuesday 24 September 2024
China automakers demand price cuts for SiC modules
China's automobile manufacturers are reportedly asking silicon carbide (SiC) module vendors to cut prices by as much as 30% amid growing supply, according to industry sources.
Tuesday 24 September 2024
Qualcomm's Intel takeover ambition: why Taiwan suppliers consider it a disaster
In response to speculation that Qualcomm is approaching Intel about a possible takeover, industry sources in Taiwan believe the merger would be disastrous since it undervalues Intel...
Monday 23 September 2024
Recycling technology for substrates and circuit boards breathes new life into electronic waste
Electronic waste and its associated pollution are becoming increasingly threatening on a global scale. With the continued development of various new application areas including robots,...
Monday 23 September 2024
Skyworth sells stake in LG Display's Guangzhou LCD factory amid panel industry consolidation
Skyworth Group, through a subsidiary, has sold its stake in LG Display's LCD factory in Guangzhou, paving the way for both companies' strategic adjustments as the highly competitive...
Monday 23 September 2024
Qualcomm's rumored Intel acquisition faces antitrust, financing, and other hurdles
As Intel strives to improve its financial performance, rumors of a potential acquisition by Qualcomm—likely a partial takeover—have surfaced. However, the success of such...
Monday 23 September 2024
Speculation mounts over potential discontinuation of Nvidia's H20 chip as US export review approaches
As the US's annual review of export control approaches, speculation is mounting in the Chinese market regarding the potential discontinuation of Nvidia's H20 chip, a specialized version...
Friday 20 September 2024
Marvell co-founder Sehat Sutardja has died as industry mourns semiconductor visionary
Marvell Technology, a US-based chip manufacturer, recently issued a statement expressing sorrow over the passing of Dr. Sehat Sutardja, one of its co-founders.
Friday 20 September 2024
Foreign tech firms bolster patent protections in Taiwan's semiconductor sector amid high-stake legal battles
Foreign companies operating in Taiwan, especially those in the semiconductor industry, have successfully established robust legal protections for their intellectual property. This...
Friday 20 September 2024
Network chipmakers perceive inadequate demand visibility from China
China's telecom infrastructure tenders are not being implemented with enthusiasm, resulting in limited visibility for network chip orders from the sector, according to industry sou...
Thursday 19 September 2024
Intel Foundry spinoff improbable: 3 lessons from supply chain industry
Intel CEO Pat Gelsinger has unveiled the company's first major transformation strategy in over four decades, including the much-anticipated decision on whether Intel Foundry will...