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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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...
Tuesday 2 January 2024
Weekly news roundup: Three major chip equipment makers set up R&D centers in Taiwan and other top stories
These are the most-read DIGITIMES Asia stories during the last week of 2023 (Dec 25-Dec 29):
Friday 29 December 2023
Samsung and SK Hynix could benefit from US investigation into semiconductor supply chain
The US Department of Commerce (DOC) has announced an investigation into the semiconductor supply chain and the national defense industrial base. An analysis by the South Korean securities...
Friday 29 December 2023
Semiconductor industry caught between two superpowers and AI
When reviewing the semiconductor industry in 2023, the complex US-China tech war has become an unavoidable topic for the industry's development. Over the past few years, the Biden...
Friday 29 December 2023
ASML's High-NA EUV technology: Shaping the future of sub-2nm chips as US pushes ahead in semiconductor race
At the close of 2023, it's reported that TSMC and Samsung will delay the mass production of 4nm chips at their new fabs in the US from 2024 to 2025, posing a challenge to the Biden...