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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 21 February 2024
Just some Altman that I used to know: Microsoft cannot satisfy OpenAI's chip dreams
OpenAI's decision to design and manufacture its own chips has raised questions about the company's future relationship with Microsoft.
Wednesday 21 February 2024
Taiwan motor driver IC suppliers gearing up for heat dissipation boom
Taiwan-based motor driver IC suppliers are seeing a surge in demand for related motor driver chips as the need for heat dissipation in cloud servers and edge IT devices increases.
Wednesday 21 February 2024
Major IC design houses respond differently to ASIC demand
Taiwan's top three IC design firms, MediaTek, Novatek Microelectronics, and Realtek Semiconductor, have vast IP core portfolios to deliver customized chip services. However, with...
Wednesday 21 February 2024
Microsoft to team up with Intel and Qualcomm for AI PCs at Computex
With Windows 12 delayed until 2025, according to supply chain rumors, Microsoft will instead focus on an AI-centric update to Windows 11 in mid-2024. During this year's Computex Taipei,...
Tuesday 20 February 2024
Netherlands revoked ASML's China export licences fearing destructive Chinese weapons
The Dutch Trade Minister Geoffrey van Leeuwen expressed fears about China's intentions.
Tuesday 20 February 2024
India receives fab proposals from Tata and Tower Semiconductor
According to the Indian Express, Rajeev Chandrasekhar, the minister of state for electronics and IT of India, said the government received proposals from Tata Group and Tower...
Tuesday 20 February 2024
Taiwanese PMIC makers quietly proceeding with deployments in DDR5 applications
Business prospects for DDR5-related power management ICs (PMICs) have long been anticipated, yet significant momentum has yet to materialize. Despite this, optimism pervades the memory...
Tuesday 20 February 2024
Gelsinger's plans to turn Intel around with IDM2.0 and IFS
After leaving Intel for 12 years, former Chief Technology Officer Pat Gelsinger returned in mid-February 2021 to take over as Intel's eighth CEO. However, compared to his tenure from...
Tuesday 20 February 2024
Samsung solidifies leadership in the global DDI market despite prevailing headwinds
Samsung Electronics has emerged as an unrivaled leader in the global display driver IC (DDI) market despite weak end-user demand. In the third quarter of 2023, Samsung secured the...
Tuesday 20 February 2024
Arm, OpenAI, and Softbank showing interest in buying Graphcore
British AI chip startup Graphcore is rumored to be for sale, with the asking price estimated at US$500 million. Arm, SoftBank, and OpenAI are said to be among potential buyers.
Tuesday 20 February 2024
IC design house Macroblock expects recovery in 2024
Macroblock, an LED driver IC design house, is close to finishing recognizing losses from excess inventory and anticipates a business recovery in 2024.
Tuesday 20 February 2024
SDC gears up for 8G IT OLED panel production with Canon Tokki partnership, targeting big clients Apple, Dell, HP
In 2023, Samsung Display (SDC) made waves with its announcement of investing in an 8th-generation (8G) IT OLED panel production line. The company is gearing up to introduce the first...
Tuesday 20 February 2024
Intel rising: Intel squares up to TSMC, underestimates Samsung
Intel will hold its first Wafer Fabrication Services Conference (IFS Direct Connect 2024) in San Jose, California, on February 21.
Tuesday 20 February 2024
Adata expects low-priced inventory to buoy profitability in 2024
Adata Technology holds over NT$20 billion (US$636.4 million) in low-priced chip inventories, which may lift its operating earnings to a new high in 2024, according to the memory module...
Tuesday 20 February 2024
China firms cutting OLED DDI prices
Taiwan-based display driver IC (DDI) suppliers are seeing their quotes undercut by Chinese counterparts, with the pricing pressure even spreading to the basic OLED DDI field, according...