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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 13 September 2023
TSMC to invest in Arm and Intel subsidiary IMS Nanofabrication
TSMC's board of director has approved plans to invest up to US$100 million in Arm, based on Arm's IPO share price. Separately, the board approved the purchase of a minority stake...
Tuesday 12 September 2023
Tech industry key conversation (Part 1): DIGITIMES founder Colley Hwang vs. Avnet CEO Phil Gallagher
In 2023, the world went through a "major shortage" in the semiconductor industry chain. However, though the economic situation quickly corrected, uncertainties such as inflation and...
Tuesday 12 September 2023
Vietnam's journey in the semiconductor industry
Amid the global supply chain realignment, Vietnam has emerged as a new link in the value chain for electronics manufacturing, inspiring some to imagine Vietnam's intention to develop...
Tuesday 12 September 2023
Quantum startup IonQ seeks scale-up and control solutions in Taiwan to overcome challenges
Quantum computing, often considered the next frontier in computing technology, has garnered immense attention in recent years. While giants like Google and IBM have made significant...
Tuesday 12 September 2023
Inventec and Renesas to jointly develop PoC for automotive gateways
Inventec and Renesas Electronics have agreed to jointly design automotive-grade gateway solutions for the rapidly-growing electric vehicle (EV) market, according to the company. A...
Tuesday 12 September 2023
AI and HPC chips boost the verification and analysis business
Driven by the AI frenzy, high-performance computing (HPC) chips are becoming pivotal in the semiconductor landscape, spotlighting advanced packaging technologies like CoWoS. Heat...
Tuesday 12 September 2023
MediaTek sees August revenue hit 5-month high
MediaTek has reported August revenue climbed about 33% sequentially to a five-month high of NT$42.26 billion (US$1.32 billion).
Tuesday 12 September 2023
Taiwan's ITRI unveils upcoming R&D focuses as the country seeks to fill semiconductor tech gap
Taiwan's Industrial Technology Research Institute (ITRI), which receives subsidies from the Ministry of Economic Affairs, is scheduled to spend up to NT$25.5 billion in 2024, an increase...
Tuesday 12 September 2023
DDI suppliers brace for slow 3Q23
Taiwan-based display driver IC (DDI) suppliers are bracing for a lackluster third quarter, with many reporting August revenue that was roughly comparable to the previous month, according...
Tuesday 12 September 2023
MCU suppliers see customers remain cautious
Taiwan-based MCU suppliers continue to see customers place short lead-time orders and stay cautious about placing more regular and longer-term ones, according to industry sources.
Tuesday 12 September 2023
Next US export ban against China could target advanced packaging
In light of the fact that Chinese foundries can still obtain used equipment and consumables for process technology upgrades despite the US ban, the US could target advanced packaging...
Tuesday 12 September 2023
Apple extends modem deal with Qualcomm, highlighting challenges in building in-house alternatives
Despite years of development for in-house modem chips, Apple agreed to extend its procurement agreement to source them from Qualcomm by three years, showing how challenging it is...
Tuesday 12 September 2023
Will Taiwan IC design houses gain from China iPhone ban?
The extent and impact of China's prohibition on the use of iPhones in the public sector remain unclear. It will certainly negatively impact iPhone sales in China, but Taiwanese IC...
Monday 11 September 2023
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research
The global foundry industry is expected to see its combined revenues return to growth in 2024, but chip demand is still estimated to be influenced by uncertainties in the consumer...
Monday 11 September 2023
Rise of China's second-tier NEV companies creates new opportunities for MCU makers
China-based new energy vehicle (NEV) manufacturers have scaled up in the past years, driving the semiconductor market growth. The automotive-grade MCU market has also expanded.