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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 23 February 2024
Foxconn adopts the 'system foundry' business model
Hon Hai Technology (Foxconn) is transitioning to a "solutions" provider rather than an electronics and semiconductor manufacturer. The firm said it is moving toward a "system foundry"...
Friday 23 February 2024
AI to drive touchpad and fingerprint recognition growth, says Elan
Leading touch microcontroller maker Elan Microelectronics is reporting year-on-year increases in revenue and profits for the fourth quarter of 2023 due to inventory destocking and...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Thursday 22 February 2024
SDC and BOE submitted different price quotes for iPhone SE 4's OLED panel supply
Recent reports speculated that Apple might introduce its latest budget model, the iPhone SE 4, in 2025. It'll be equipped with the iPhone 14 OLED panel. Because the iPhone 14 OLED...
Thursday 22 February 2024
Fitipower expects AI to boost peripheral IC demand
IC design house Fitipower Integrated Technology anticipates that demand for peripheral ICs including display driver ICs and power management chips will be driven by AI and HPC device...
Thursday 22 February 2024
MCU suppliers see inventory pressure lessen; demand recovery remains essential
Inventory concerns that previously plagued Taiwanese MCU makers have gradually subsided over the last two quarters, but industry sources say the key question now is whether demand...
Thursday 22 February 2024
MCU firm Holtek expands presence in India
Holtek Semiconductor, a Taiwan-based MCU specialist, anticipates a 50% increase in revenue from the Indian market in 2024 and plans to expand its operations in the country.
Thursday 22 February 2024
Want to beat TSMC? Colley Hwang: competitors must get three wins
At a forum held during the Taipei International Book Exhibition 2024, DIGITIMES President Colley Hwang, a senior semiconductor industry expert, imparted a million-dollar information...
Thursday 22 February 2024
Smartphone companies accelerate SoC purchases
According to sources at IC design houses, mobile phone manufacturers, such as Samsung Electronics, are reportedly increasing their SoC procurements to build up inventory as the AI...
Thursday 22 February 2024
Air cooling solutions for datacenter servers
DIGITIMES Research expects 3D VC to become mainstream air cooling solutions for servers in 2024-2025.
Thursday 22 February 2024
US to see rising investments in chip ecosystem despite project delays
Despite delays in grants offered by the US government and weak demands for end products that hurt global semiconductor firms, US states are likely to benefit from the onshoring chip...
Thursday 22 February 2024
Server ODMs cautiously optimistic about 2024, even as upstream voices disagree
Leading server baseboard management controller (BMC) supplier Aspeed predicts a single-digit slide in server shipments for 2024, in contrast with forecasts from numerous server ODMs...
Thursday 22 February 2024
Vietnam to roll out chip incentive policy by mid-2024
The government of Vietnam decided to ramp up support for the semiconductor industry and announced plans to roll out a series of tax incentives and set up investment funds by mid-2024...
Thursday 22 February 2024
MediaTek puts focus on satellite, 6G, and GenAI
MediaTek will showcase chip products focusing on satellite communications, 6G, and generative AI (GenAI) at the upcoming Mobile World Congress (MWC) in Barcelona, Spain.
Thursday 22 February 2024
Nvidia reports 580% growth in profits, becomes the second-largest chip firm after TSMC
Nvidia, an indicator and beneficiary of the generative AI trend, achieved remarkable performance with a surge in sales and profits, boasting over 200-800% growth rates. Nvidia has...