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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Friday 1 March 2024
Democrats demand stronger labor protections in US chips push
Congressional Democrats demanded in a letter Thursday that the Biden administration add more labor protections to its initiative aimed at boosting US semiconductor production.
Friday 1 March 2024
Intel launches Altera as new standalone FPGA company
Intel has announced the official launch of Altera, its new standalone FPGA company.
Friday 1 March 2024
2024 Industry Outlook (3): Using economic data to assess industry directions in Taiwan and China
In 2023, Taiwan's exports declined by 9.8%, which is of course related to the weakening of electronics exports, but with a total export value of US$432.5 billion, a trade surplus...
Friday 1 March 2024
Raydium to see OLED DDI, automotive TDDI drive growth in 2024
Display driver IC (DDI) specialist Raydium Semiconductor expects OLED DDIs and automotive TDDIs to be the company's growth drivers in 2024.
Friday 1 March 2024
Cloud companies recruiting semiconductor talent; increased opportunities for India and Taiwan
In recent years, major US-based cloud companies have initiated projects to develop chips in-house. Besides outsourcing to external IC design houses, internal demand for semiconductor...
Friday 1 March 2024
WTO talks run late: no agreement on extending zero tariffs for digital trade, including IC design
During an extended WTO meeting, developed and developing members at WTO still could not agree on digital trade that may impact global IC design data transfers.
Thursday 29 February 2024
800G demand fueled by high-speed computing drives silicon photonics trend
Benefiting from the explosion of demand for AI and cloud applications, cloud server construction and the need for higher bandwidth transmission have accelerated the upgrading of high-speed...
Thursday 29 February 2024
Qualcomm eyes US$1b annual investment thrust in India amid ongoing chipmakers talk
Qualcomm, the US-based semiconductor giant, is strategically shifting its focus for the next five years to amplify its presence in India.
Thursday 29 February 2024
South Korean government join forces with corporations, aiming to create 'South Korea's Nvidia'
With the US, China, and Japan all actively developing semiconductors, the pressure is starting to build for South Korea. In response, the South Korean government is strengthening...
Thursday 29 February 2024
Japanese mature-process semiconductor equipment makers thrive amid US-China chip war
While many Japanese industrial equipment makers grapple with the economic downturn in China, the semiconductor equipment sector has shown s completely different performance. US-led...
Thursday 29 February 2024
TSMC appoints two executives as Co-COOs, passing the baton on
Taiwan Semiconductor Manufacturing Company (TSMC) Board of Directors held a special meeting on February 29 and approved the appointment of Senior Vice President of R&D Y.J. Mii...
Thursday 29 February 2024
'I'll see your 8-layer HBM3E and raise you 36GB 12-layer HBM3E' Samsung tells Micron
Samsung is engaged in fierce HBM competition with Micron.
Thursday 29 February 2024
Taiwan's transformation into global semiconductor leadership and future challenges
In university, I studied electrical engineering, and at that time, semiconductors were an emerging field. The electronics courses we took still taught vacuum tubes. It wasn't until...
Thursday 29 February 2024
Growing AI demand propels PCB industry forward
Taiwan-based PCB industry players, such as PCB drill bit maker Topoint Technology and copper clad laminate (CCL) maker ITEQ, are already seeing the benefits from AI demand and expect...