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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 20 July 2023
Long lead time for US network chip giants opens the door to Taiwan-based competitors
Broadcom and Marvell continue to operate on extended delivery schedules, even though the chip shortage has largely been addressed. Despite the alleviation of the supply-demand imbalance...
Thursday 20 July 2023
Ethernet IC demand rising rapidly
Demand for Ethernet ICs has been increasing rapidly in line with relentless updates of various Internet devices and applications, driving more suppliers, including Taiwan-based IC...
Thursday 20 July 2023
System vendors seeking collaboration with ASIC design companies
System device vendors are pursuing collaboration with ASIC design companies in anticipation of a surge in chip demand for artificial intelligence (AI) servers and related edge device...
Thursday 20 July 2023
AMD relies on its Taiwan supply chain, says CEO
AMD CEO Lisa Su stated during a press conference in Taipei on July 19 that the company is heavily reliant on its Taiwan supply chain. AMD will continue to rely on TSMC and other important...
Thursday 20 July 2023
Cloud service providers perceive AMD's AI chip as alternative to Nvidia, say sources
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...
Wednesday 19 July 2023
RAMP-C program on Intel 18A adds 2 strategic defense industrial base customers
According to Intel, Boeing and Northrop Grumman have joined phase two of the Department of Defense's RAMP-C program, which aims to facilitate a leading-edge US foundry ecosystem on...
Wednesday 19 July 2023
US and Europe take different approaches when addressing China's compound semiconductor strategy
China has always hoped that, through compound semiconductors like silicon carbide (SiC) and gallium nitride (GaN), it can leapfrog Europe, the US, Japan, and Korea and break their...
Wednesday 19 July 2023
Qualcomm works with Meta to enable on-device AI apps using Llama 2
Qualcomm Technologies has announced it is collaborating with Meta to optimize the on-device execution of Meta's Llama 2 large language models without relying on cloud services alone...
Wednesday 19 July 2023
Stellantis implements semiconductor strategy to secure long-term supply
Carmaker Stellantis announced a multifaceted strategy on July 18 to mitigate the risk of chip shortages. The company has secured EUR10 billion (US$11.2 billion) of semiconductor purchases...
Wednesday 19 July 2023
Airoha, MediaTek team up for AI and network chip solutions
Taiwan-based IC design house Airoha Technology has said it is working with parent company MediaTek to enhance their AI and network IC solutions.
Wednesday 19 July 2023
Chinese panel makers see operations improve
Many Chinese panel makers have experienced an improvement in sales since the second quarter of this year, buoyed by an over 20% increase in LCD TV panel prices in recent months, according...
Wednesday 19 July 2023
AUO eyeing diverse market segments for micoLED displays
Panel maker AU Optronics (AUO) is entering volume production for its microLED products this year, eyeing a wide range of market segments, including wearable devices and automotive...
Wednesday 19 July 2023
Network IC and custom ASIC demand promising
The outlook for network IC and custom ASIC demand is promising, thanks to advancements in 5G, AIoT, and Wi-Fi technologies, according to sources at backend houses.
Wednesday 19 July 2023
China-based GPU suppliers eyeing AI opportunities
As the AI age comes, leading to high demand for computing power, GPU suppliers have experienced a boom. China-based GPU startups are trying to catch up and seek expansion to capitalize...
Tuesday 18 July 2023
TechInsights: Samsung's 3nm GAA process identified in a crypto-mining ASIC designed by China startup MicroBT
Semiconductor industry research firm TechInsights said it has found that Samsung's 3nm GAA (gate-all-around) process has been incorporated into the crypto miner ASIC (Whatsminer...