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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 22 December 2023
Emerging device applications bring new ASIC and IP core opportunities
Emerging AI computing and high-speed transmission applications are opening up new ASIC and IP core business opportunities for IC design service providers, according to industry sou...
Friday 22 December 2023
AI PCs to generate value on par with AI servers, say IC substrate makers
Although the current hot topic is the adoption of AI into PCs, true AI PCs remain a dream, with only Intel's Core Ultra processors, codenamed Meteor Lake, coming close.
Friday 22 December 2023
Intel CEO Pat Gelsinger charts a course of tech leadership amidst quantum and AI advancements
Intel CEO Pat Gelsinger recently outlined his vision for Intel's continued leadership in the semiconductor industry when speaking at the Massachusetts Institute of Technology (MIT),...
Friday 22 December 2023
Taiwan compound semiconductor firms unfazed by Luxshare buyout of Qorvo backend fabs in China
Luxshare Precision Industry's impending acquisition of Qorvo's backend fabs in China is unlikely to have a significant impact on Taiwan-based compound semiconductor firms, according...
Friday 22 December 2023
More Chinese device assemblers, IC design firms enter backend
Many Chinese device assemblers and IC design houses are investing in the backend sector or building their own packaging and testing lines, indicating a trend toward vertical integration,...
Thursday 21 December 2023
Taiwan's top display panel makers hold positive outlook for 2024
Taiwan's leading display panel manufacturers, AU Optronics (AUO) and Innolux are more optimistic about 2024. AUO chairman Paul Peng anticipates moderate industry growth, while Innolux...
Thursday 21 December 2023
Japanese semiconductor equipment and material giants facing emerging challenges
As Japan is trying to rebuild its leadership in the chipmaking industry, its semiconductor equipment and material industries enjoy advantages. Still, challenges remain as Japan sees...
Thursday 21 December 2023
China customers complain about having to wait 1 year to get Nvidia GPUs
Under the US export restriction of AI chips, Large Language Model (LLM) computing service providers in China noted that they must wait over 1 year to lay their hands on Nvidia's AI...
Thursday 21 December 2023
Qualcomm likely to control 80% of GenAI smartphone chip market
A recent report by Counterpoint Research predicts that Qualcomm will acquire more than 80% of the generative AI (GenAI) smartphone chip market over the next two years, while MediaTek...
Thursday 21 December 2023
Topco expects double-digit revenue growth in 2024
Topco Technologies, which distributes silicone materials for Japan-based Shin-Etsu Chemical, aims for a double-digit revenue rise in 2024.
Thursday 21 December 2023
PCB makers expect demand slowdown to end soon
The ​​Taiwan Printed Circuit Association (TPCA) noted that multiple indexes are pointing to the end of electronics components' slowdown after a year of inventory correction...
Thursday 21 December 2023
Automotive DDI competition intensifies
Alongside the intensifying competition for electric vehicles (EV) in China, the market for automotive display driver ICs (DDI) is becoming more competitive, according to industry...
Thursday 21 December 2023
Taiwan's electronics export orders rebounded in November, ending 12 consecutive months of annualized decline
Taiwan's export orders for electronics products surged by 3.5% year-on-year to reach $17.8 billion in November, driven by increased orders received by IC design houses and chip channel...
Wednesday 20 December 2023
Taiwan unveils next-gen chip design initiative for tech autonomy beyond 2026
In response to the technological needs anticipated after 2026, Taiwan's National Science and Technology Council (NSTC) has unveiled the "Key Emerging Chip Design and Development Program."...
Wednesday 20 December 2023
Vietnam sees strong chip manufacturing presence in North and IC design in South, says DIGITIMES Research
Due to its proximity to China, Vietnam has become a new semiconductor manufacturing "friendshoring" location for the US. DIGITIMES Research finds that Vietnam's semiconductor industry...