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Global supply chain: Key components
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Tuesday 26 September 2023
With frequent layoffs at US semiconductor companies, could chip talents be returning to Taiwanese companies?
With the global semiconductor industry downturn still not entirely over, US-based companies that previously aggressively hired worldwide have all shifted to initiating workforce adjustments...
Tuesday 26 September 2023
800G will go mainstream, but when? Taiwanese component suppliers differ in observations
Thanks to the AI boom and the momentum of data center upgrades driven by the US infrastructure initiatives, optical communication companies believe that silicon photonics (SiPh) technology...
Tuesday 26 September 2023
Niching sees clear order visibility for heat sinks
Niching Industrial, a distributor of IC packaging materials, sees clear order visibility for heat sinks thanks to brisk demand for midrange and high-end logic IC packaging.
Tuesday 26 September 2023
PCB market sees hope with AI and automotive applications
Amid the global consumer market slump in the first half of 2023, two end-use applications notably bucked the trend: the automotive sector saw a boost in relevant supply chains as...
Tuesday 26 September 2023
Huawei autumn launch features new chips and in-house wireless technology StarLight
Huawei's autumn launch features not only new consumer devices but also a wide array of chips, like the 9000S processor chip for Mate 60 RS, A2 for its True Wireless Stereo earbuds,...
Tuesday 26 September 2023
Huawei makes low-key launch with Mate 60 RS smartphone
Huawei conducted its autumn product launch on September 25. Several new Huawei products, including HarmonyOS, smart watches, smart displays, Bluetooth headsets, smart glasses, and...
Tuesday 26 September 2023
Could the Android camp pick up sales momentum kicked off by the iPhone 15 series?
With the iPhone 15 series officially going on sale last week, the industry is closely watching its sales performance. Sources familiar with the smartphone chip industry said that...
Tuesday 26 September 2023
TSMC to fab Nvidia next-gen AI chip, sources say
TSMC has grabbed orders for Nvidia's next-generation AI processor called B100, which requires the foundry's 3nm process fabrication, according to industry sources.
Monday 25 September 2023
Taiwan USB interface suppliers concerned more about Type-C adoption in notebooks than iPhones
The iPhone 15 series has officially adopted the USB Type-C interface in compliance with EU policies, which is widely believed to benefit Taiwan's high-speed transmission interface...
Monday 25 September 2023
US restricts legacy chip production for quantum in China, but is it too late?
The US Department of Commerce announced the final rule implementing the national security guardrails of the bipartisan CHIPS and Science Act on September 22, classifying quantum chip...
Friday 22 September 2023
Huawei's new chip powering sales surge shown to have 5G support
Huawei Technologies Co.'s Kirin 9000s processor supports 5G wireless speeds, TechInsights said, dispelling some of the mystery around the Chinese company's latest devices.
Friday 22 September 2023
Broadcom falls on report of Google weighing making AI chips
Broadcom Inc. shares fell following a report that Alphabet Inc.'s Google is considering dropping the company as a supplier of artificial intelligence chips as soon as 2027.
Friday 22 September 2023
China smartphone AP shipments rise sequentially in 2Q23 and 3Q23, says DIGITIMES Research
Second-quarter 2023 smartphone application processor (AP) shipments to China-based brand vendors amounted to 132 million units, growing 10% from the prior quarter but plunging 33.4%...
Friday 22 September 2023
Why is South Korean chip design sector lagging behind?
South Korea's competitiveness in the IC design industry is relatively low, trailing behind that of the United States, Taiwan, and even mainland China. Since 2023, most industry players...
Friday 22 September 2023
Rapidus proposes "Hokkaido Silicon Valley" but faces water and energy infrastructure needs

Japanese semiconductor manufacturer Rapidus, which aims to mass-produce 2nm chips, has decided to set up a factory in Chitose City, Hokkaido...