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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 2 November 2023
Equipment supplier Contrel secures orders for microLED, panel-level packaging
Contrel Technology, an LCD equipment specialist, has received orders for microLED and panel-level packaging from Taiwan's top-two panel makers, AUO and Innolux, which will drive revenue...
Thursday 2 November 2023
Generative AI to reignite mobile phone growth says MediaTek CTO
Generative AI is expected to play a major role in the revival of mobile phone growth and may also create a paradigm shift, according to Kevin Jou, CTO of MediaTek.
Thursday 2 November 2023
AI chip vendors expect little impact from fresh US chip ban on China
The market believes escalating restrictions imposed by the US on AI chip shipments to China will detrimentally affect US chip vendors Advanced Micro Devices (AMD), Intel, and Nvidia;...
Wednesday 1 November 2023
Apple's M3 chip: Memory bandwidth shrinks, but capacity upgrades soar
Apple's latest M3 chip is a 3nm marvel that promises to further enhance processing speed, efficiency, and endurance. However, one notable change is the decrease in memory bandwidth,...
Wednesday 1 November 2023
Naver, Intel team up to replace Nvidia GPUs with CPUs for AI inference
Naver, a well-known South Korean AI company, has reportedly teamed up with Intel to develop solutions that can replace Nvidia's AI accelerators, which are essential components for...
Wednesday 1 November 2023
UMC launches 3D IC project in collaboration with partners
United Microelectronics (UMC) has launched a wafer-to-wafer (W2W) 3D IC project with partners including Advanced Semiconductor Engineering, Cadence, Faraday Technology, and Winbond...
Wednesday 1 November 2023
India EPC giant L&T to venture into IC design
As India is looking to develop a local semiconductor ecosystem, India-based EPC giant Larsen & Toubro (L&T) announced a plan to venture into IC design based on its capabilities...
Wednesday 1 November 2023
Holtek expects channel inventory correction to continue for two more quarters
MCU maker Holtek Semiconductor expects inventory correction in the distribution channel to last for another two quarters, while market demand in the fourth quarter of 2023 is unlikely...
Wednesday 1 November 2023
AMD expects MI300 to break sales record
AMD's latest financial results reflect a stabilizing PC market and a surging demand for AI chips. The company has also confirmed that it will deliver its MI300 series in the coming...
Tuesday 31 October 2023
Samsung reduces reliance on China as LCD TV panel prices stabilize
In response to the continuous increase in LCD TV panel prices since 2023, end-user companies such as Samsung Electronics have reduced their panel procurement volumes to increase their...
Tuesday 31 October 2023
South Korean AI startup Moreh partners with AMD to revolutionize cost-effective AI solutions
South Korean AI infrastructure solutions provider Moreh has secured investment from Advanced Micro Devices (AMD) and is now a strategic partner for the tech giant. The collaboration...
Tuesday 31 October 2023
Government incentives for developing semiconductor industry (1): applicable stages and effects
During the reorganization of global supply chains, opportunities are being created for countries that are semiconductor markets in which system manufacturers are based. Semiconductors,...
Tuesday 31 October 2023
Apple boasts M3 chip speed, but supply chain partners not seeing 'scary fast' orders
Apple Inc. launched its latest Mac products on the eve of Halloween at an event called "Scary Fast," emphasizing the speed of the processor being scary fast with the 3nm system on...
Tuesday 31 October 2023
TSMC fab investments buoying STSP revenue
TSMC has become the primary revenue backer of the Southern Taiwan Science Park (STSP), as it is for the Hsinchu Science Park (HSP), which is nearly saturated with land, according...
Tuesday 31 October 2023
Chinese foundry gearing up for automotive IC boom
Nexchip Semiconductor, a Chinese mature-node IC foundry, has stepped up its deployment in the automotive IC sector with the opening of a new fab in Hefei specializing in manufacturing...