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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 28 August 2023
III-V semiconductor players see increased orders for niche applications
Against modest demand for compound semiconductors used in mobile phone power amplifiers (PA), there is still stable demand for defense and other niche applications, and Taiwan's major...
Monday 28 August 2023
China GPU firms aim at AI chip orders in the long term
Despite Nvidia's whooping 90% share in the high-end AI GPU sector, China-based GPU chip makers are still keen on contracting their customers frequently to improve their products,...
Monday 28 August 2023
Qualcomm, MediaTek push forward with edge AI to revitalize struggling smartphone market
After Qualcomm collaborated with Meta for on-device AI applications, MediaTek quickly followed suit, implying an intensifying competition between the mobile SoC giants amid a weak...
Monday 28 August 2023
Weekly news roundup: Japan's most likely export control to China and other top stories
These are the most-read news stories in the week of August 21-25, 2023 on DIGITIMES Asia website:
Friday 25 August 2023
Volkswagen purchases strategically important semiconductors directly from manufacturers
Carmaker Volkswagen has taken a new strategy to secure semiconductors. The company said it will purchase strategically important semiconductors directly from manufacturers. The move...
Friday 25 August 2023
Montage, H3C team up for CXL storage technology
Montage Technology, a Chinese manufacturer of memory interface devices and PCIe retimer chips, is collaborating with H3C, a Tsinghua Unigroup-affiliated company, to promote Compute...
Friday 25 August 2023
IC distributor ANStek to see sales hit bottom in 3Q or early 4Q
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, expects its revenue to hit bottom for 2023 in the third or early fourth quarter...
Friday 25 August 2023
Taiwan boosts tech budget by 18% for AI and IC research needs
Taiwan's Executive Yuan approved the central government budget for FY2024 and will submit it to the Legislative Yuan for review. A total of NT$561.2 billion (US$17.62 billion) is...
Friday 25 August 2023
Samsung's next step after getting first customer for Taylor TX fab
Samsung Electronics, having obtained its first customer for its Taylor, Texas fab, is expected to increase its business in semiconductor foundry services. However, the competition...
Friday 25 August 2023
SiFive shares views on Chinese market and the era of vertical semiconductor
The open-standard instruction set architecture (ISA) RISC-V has been integral to China's IC design development as it pursues greater autonomy. The currently ongoing RISC-V Summit...
Friday 25 August 2023
ASE, KYEC brace for revenue decreases in 2023
OSATs ASE Technology and King Yuan Electronics (KYEC), both of which reportedly are in the supply chain for Nvidia's AI chips, are likely to experience revenue declines in 2023 despite...
Friday 25 August 2023
MediaTek leverages Meta LLM to enhance on-device generative AI in edge devices
MediaTek has announced that it is working closely with Llama 2, the next-generation open-source large language model (LLM) developed by Meta. Using Meta's LLM along with MediaTek's...
Friday 25 August 2023
Few Taiwanese IC design firms currently benefit from cloud AI trend
Only a few Taiwanese IC design firms are reaping the benefits from the current cloud AI trend driven by the rise of generative AI, according to industry sources.
Friday 25 August 2023
Silicon Optronics looks to BSI sensors for profit growth
CMOS image sensor (CIS) supplier Silicon Optronics (SOI) has observed that customer inventory correction have gone on longer than anticipated in 2023 and plans to place a greater...
Friday 25 August 2023
IC design houses to see PC replacement drive demand in 2024
Taiwan-based IC design houses are optimistic about demand from a new surge of PC replacements anticipated for 2024, driven by replacements for PCs bought during the pandemic and Microsoft's...