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Global supply chain: Key components
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IN THE NEWS
Tuesday 28 November 2023
GPU antitrust to challenge Nvidia
Nvidia should have been prepared for antitrust action concerning AI GPUs, according to sources at motherboard manufacturers.
Tuesday 28 November 2023
IC distributors find their niche as US targets China's AI chip industry
US export restrictions aimed at curbing China's development in advanced semiconductors have hit the field of AI. With huge untapped potential in the AI market, distributors in the...
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Tuesday 28 November 2023
Chinese foundries reportedly mulling price cuts
Speculation has emerged in the chipmaking sector that Chinese pure-play foundries, such as Huahong Group and Semiconductor Manufacturing International (SMIC), are contemplating price...
Tuesday 28 November 2023
Pace of recovery to vary for different semiconductor sectors and firms
The semiconductor industry is expected to rebound in 2024, but the pace of recovery will vary from sector to sector and company to company, according to industry sources.
Tuesday 28 November 2023
Intel aims to defend position with new AI PC processors
Intel's Meteor Lake "Core Ultra" CPUs, the first AI PC processing platform, are set to hit the market on December 14, with related supply chains anticipating a new rise in PC replacement...
Monday 27 November 2023
ST intros new QI-compliant evaluation boards
STMicroelectronics has introduced transmitter and receiver evaluation boards based on the company's STWLC38 and STWBC86 ICs, which facilitate the development of Qi-compliant wireless...
Monday 27 November 2023
Infineon sees automotive MCU, power semiconductor long-term contracts grow
Infineon said it has secured more long-term contracts for automotive semiconductors, including MCUs and power semiconductors. The company accounts for the largest share of the automotive...
Monday 27 November 2023
Semiconductors headed toward strong 2024
The global semiconductor industry will grow 3% sequentially in the fourth quarter, bringing the annual growth to 6% in the fourth quarter of 2023 and laying the foundation for the...
Monday 27 November 2023
Automotive electronics become key to survival for China's self-designed chips
Moore Silicon, a chip subsidiary of the Chinese state-owned electronics company TCL, is the latest dissolved in-house IC design team of a technology conglomerate in China after Oppo's...
Monday 27 November 2023
IC design houses grapple with unrelenting price-reduction pressures from customers and high raw material costs
While positive about their revenue performance returning to a growth track with high expectations for an economic upswing in 2024, most IC design houses in Taiwan continue to face...
Monday 27 November 2023
Challenges remain as system integrators self-developed chips against established IC design houses
As the AI era arrives, cloud service providers (CSP) have increasingly recognized the importance of high-performance computing (HPC) chips, and system integrators, hardware manufacturers,...
Monday 27 November 2023
Major suppliers preparing for fast-growing Wi-Fi 7 penetration rate in 2024
Although the overall networking IC sector is still in the inventory clearance phase and shipment momentum has not fully recovered, major platform operators are still intensifying...
Monday 27 November 2023
India gains EU support in strengthening chip supply chain alongside US and Japan backing
As India strives to establish its burgeoning semiconductor supply chain, it has secured backing from the European Union, adding to the support already received from the United States...
Monday 27 November 2023
Weekly news roundup: Micron and GlobalFoundries hit by US trade sanction shockwave and other top stories
These are the most-read articles during the week of November 20-24: