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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 30 October 2023
TSMC CoWoS capacity crucial to the AI GPU race between AMD and Nvidia
The ban on exports to China has been upgraded, not only expanding the range of AI chip specifications but also not giving Chinese companies time to stock up. It is worth noting that...
Monday 30 October 2023
MediaTek expects up to 15% revenue growth in 4Q23
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Monday 30 October 2023
Himax, Nexchip team up for automotive display
Himax Technologies has signed a memorandum of understanding (MoU) for collaboration with Nexchip Semiconductor, a Chinese semiconductor foundry, to supply ICs for the automotive display...
Friday 27 October 2023
Heizo Takenaka: Transition takes years but Asia should soar on tailwind
The world finds itself in a period of profound transition, where global events are reshaping the geopolitical landscape and since it will take at least a decade to evolve, people...
Friday 27 October 2023
Global silicon wafer shipments to bounce back in 2024
SEMI predicts that global shipments of silicon wafers will decline by 14% in 2023, followed by a recovery in 2024, as demand for wafers and semiconductors recovers and inventory levels...
Friday 27 October 2023
Intel expects 4Q23 revenue to return to on-year growth
Intel is optimistic that for the first time in two years, fourth-quarter 2023 revenue will return to positive year-over-year growth, and that the PC market, which accounts for the...
Friday 27 October 2023
PCB equipment maker Tongtai partners with Sieb-Meyer for Thai expansion
Taiwanese PCB equipment manufacturer Tongtai Machine & Tool has signed a memorandum of understanding (MOU) with German controller solution provider Sieb-Meyer to establish a technical...
Friday 27 October 2023
Samsung plans to increase GAA lead with 1.4nm mass production in 2027
It's reported that Samsung Electronics is looking to widen its lead in Gate-All-Around (GAA) platform. The plan is to increase the number of nanosheets from three to four starting...
Friday 27 October 2023
Latest US sanctions drive China to review chiplet capabilities as the way forward
Following the US sanction updates against Chinese semiconductor development on October 17, which established Total Processing Performance and Performance Density as the new parameters...
Friday 27 October 2023
Denso doubles down on semiconductor business with US$3.3 billion investment
Leading automotive tier-1 supplier Denso announced on October 26 that it will invest about JPY500 billion (US$3.3 billion) in scaling up the semiconductor business. The company also...
Friday 27 October 2023
Innolux expedites non-display product development amid economic uncertainties
Panel manufacturing giant Innolux stated that it is accelerating the development of non-display products to better adapt to unfavorable market conditions. The current display industry...
Friday 27 October 2023
Semiconductor output value to increase at least 12% in 2024, says Etron chairman
The output value of the global semiconductor industry is anticipated to increase by 12-14% next year, according to Nicky Lu, chairman of memory IC design firm Etron Technology.
Friday 27 October 2023
MCU firm Holtek pushes back recovery timeline
Microcontroller (MCU) firm Holtek Semiconductor President Gordon Kao revealed that the company itself, its clients, and its distributors are continuing destocking, pushing back the...
Friday 27 October 2023
Qualcomm takes major step in AI ecosystem dominance
At its Snapdragon Summit 2023, Qualcomm presented its take on generative AI applications in edge computing devices, announcing collaborations with other major platforms, software...
Friday 27 October 2023
GlobalWafers' 8-inch SiC wafers made significant progress, scheduled for small volume production in 4Q24
Silicon wafer manufacturer GlobalWafers Co. announced on October 26 significant progress in its 8-inch Silicon Carbine (SiC) wafer production, which is expected to start small-volume...