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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 3 January 2024
Chinese chip firms' valuations outperform local market in 2023; equipment shines
China's semiconductor firms in the IC packaging & testing, equipment, foundry, and IC design industries performed much better than their IDM, materials, optoelectronics, and memory...
Wednesday 3 January 2024
Global semiconductor capacity to reach record 30 million wafers per month in 2024, SEMI says
Global semiconductor capacity is expected to increase by 6.4% in 2024 to top the 30 million wafers per month (wpm) mark for the first time after rising 5.5% to 29.6 wpm in 2023, according...
Wednesday 3 January 2024
China and Taiwan panel production cuts promise price rebound
Although prices in December 2023 continued to decline, Chinese and Taiwanese panel manufacturers plan to expand production cuts during the Lunar New Year period.
Wednesday 3 January 2024
As demand and supply stabilize, automotive PCB makers upbeat for 2024
With automobile functions becoming increasingly electronics-based, automotive components have been a rare outlier in the sluggish economy, in turn driving substantial growth in the...
Wednesday 3 January 2024
Chipmakers see end-market demand remain conservative
Consumer spending in Europe and the US was conservative at the end of 2023, prompting chipmakers to adopt a wait-and-see attitude about demand expectations.
Wednesday 3 January 2024
Japan, China surge into automotive SoC development
Japanese automakers, component suppliers, and their IC design service partners have reportedly formed an alliance to encourage the development of local automotive SoCs in Japan. Sources...
Wednesday 3 January 2024
Nvidia still leads the way for supply chain manufacturers in 2024
After being the focus of 2023, Nvidia will continue to be a pillar behind the PC and server industries in 2024. The company's upcoming product launches at CES 2024 are rumored to...
Tuesday 2 January 2024
Dutch chip equipment supplier BE Semiconductor Industries sees soaring 2023 valuation driven by advanced packaging
Marking the beginning of 2024, DIGITIMES Asia compiled the list of the top 100 semiconductor companies based on their market values in dollar terms at the end of 2023. The median...
Tuesday 2 January 2024
Hanmi Semiconductor in exclusive talks with Samsung for HBM process equipment supply
With the emergence of AI, the demand for High Bandwidth Memory (HBM) has surged, casting a spotlight on its intricate supply chain.
Tuesday 2 January 2024
From price plunge to selective hikes: the shifting landscape of semiconductor pricing
In the past 18 months, semiconductor prices have faced a comprehensive decline due to weakened market demand, with the downward pricing pressure now shifting to upstream foundry houses...
Tuesday 2 January 2024
Intel's outsourcing was a ruse from the start, says former TSMC vice chairman
In 1989, Intel initially contracted TSMC to manufacture its products. F.C. Tseng, former vice chairman of TSMC, stated at a public event in Taiwan, "I knew this was Intel's conspiracy...
Tuesday 2 January 2024
Synopsys expects its 'chip GPT' to be critical in developing Indian semiconductor talent
In November 2023, chip design software maker Synopsys announced the introduction of its Gen AI solution. This development made Synopsys the first company to implement Gen AI in the...
Tuesday 2 January 2024
With Intel and AMD joining AI chip race, Nvidia takes one step ahead
With the rapid development of generative AI and large language model (LLM) applications, the data center AI chip market size will also leap upward in 2023. While competitors AMD and...
Tuesday 2 January 2024
2023 sees Nvidia reign as top chip company by market cap, Broadcom surpasses TSMC to claim second place
Over the past year, the global semiconductor industry has experienced lackluster demands in the downstream electronics sector. AI and geopolitical uncertainties have been driving...
Tuesday 2 January 2024
Following the automotive supply chain, IC distributors venture into ASEAN and Mexico
As regulators in the semiconductor supply chain, IC distributors have observed the upstream and downstream outlooks for 2024. They pointed out that there are uncertainties in the...