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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 6 October 2023
Taiwan III-V IC suppliers post mixed September results
Win Semiconductors' revenue dipped 1.5% sequentially in September, while revenue at fellow gallium arsenide (GaAs) foundry Advanced Wireless Semiconductor (AWSC) climbed 7.9% on month...
Friday 6 October 2023
WT Micro to post double-digit revenue growth in 4Q23
IC distributor WT Microelectronics (WT Micro) expects to post an 11% on-year revenue increase in the fourth quarter of 2023, buoyed by strong sales of AI-related products and emerging...
Friday 6 October 2023
Handset industry and SoC makers see smooth destocking
According to sources from handset distribution channels, smooth destocking indicates that restocking for the usual peak season will proceed as usual. While the momentum may not be...
Friday 6 October 2023
Taiwan III-V IC firms eyeing military drone PA opportunities
Taiwan-based III-V compound semiconductor companies are actively extending their niche-market product offerings, such as drone power amplifiers (PA), looking to capitalize on the...
Thursday 5 October 2023
South Korean's chip IP firm challenges Nvidia with cutting-edge NPU IP
South Korean semiconductor intellectual property (IP) firm Chips&Media is gearing up for the AI era with its latest semiconductor IP core, designed to capitalize on the burgeoning...
Thursday 5 October 2023
European Commission recommends risk assessment on advanced semiconductor and AI before the end of 2023
Following the publication of a Joint Communication on a European Economic Security Strategy by the European Commission in June, calling for the bloc to thoroughly assess economy risks...
Thursday 5 October 2023
Is Huawei using enigmatic strategy to drive the US into a dilemma?
Huawei unconventionally releasing its Mate 60 Pro 5G smartphone in late August witout prior notice garnered global attention, but during the subsequent official product launch event...
Thursday 5 October 2023
Intel to split FPGA business, eyeing IPO for the unit in three years
Intel has gone in the opposite direction for its FPGA business compared to its peers by announcing a plan to split off its programmable chip unit in 2024. Analysts cautioned the move...
Thursday 5 October 2023
DDR5 poised to become mainstream in 2024
Major semiconductor makers are increasing available capacity for DDR5 memory, which is set to become mainstream in 2024, according to sources at memory module houses.
Thursday 5 October 2023
Chip unicorns emerge in China's Yangtze River Delta
China-based GTA Semiconductor raised CNY13.5 billion (US$1.87 billion) in financing, the latest example of a chip unicorn emerging in China's Yangtze River Delta thanks to state funds...
Thursday 5 October 2023
EDA companies gearing up for 4nm RFIC designs
Electronic design automation (EDA) companies have sped up their development of 4nm radio-frequency IC (RFIC) designs.
Thursday 5 October 2023
Rising US-China tensions affect Taiwanese IC design firms
With tensions between the US and China escalating, Taiwan-based IC design houses are under increased pressure and are becoming more cautious about doing business with Chinese customers,...
Wednesday 4 October 2023
Taiwan wafer foundry industry, 2H 2023
Taiwan's wafer foundry industry is set to generate a total of only US$77.9 billion in revenue in 2023, falling 13% from a year ago, but will see the amount to rise in 2024.
Wednesday 4 October 2023
TSMC Kumamoto fab progress on schedule, reflecting Japan's efficiency
Several suppliers have received notification from TSMC to start installing equipment at its Kumamoto fab in October. The fab may even start mass production ahead of previous plans...
Wednesday 4 October 2023
Reshaping the semiconductor landscape - generative AI, customized chips, and memory outlook in 2024
In 2024, the semiconductor sector faces pivotal shifts as demand for silicon wafers varies and global equipment spending adapts. At the forefront of these changes are innovations...