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Global supply chain: Key components
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Friday 15 September 2023
IC design houses aware their Chinese customers look to adopt homegrown chips
IC design firms are aware of a rising pattern of Chinese clients shifting orders to domestic competitors in favor of homegrown chips, according to industry sources in Taiwan.
Friday 15 September 2023
Gaming remains key to flagship mobile phone SoC competitiveness
Gaming continues to be one of the key competitive points of flagship smartphone SoC design in 2023, rather than generative AI as previously emphasized, according to sources.
Friday 15 September 2023
WT Micro to acquire Future Electronics for US$3.8 billion
Taiwanese IC distributor WT Microelectronics has entered into a definitive agreement to acquire all of Future Electronics' shares in an all-cash transaction valued at US$3.8 billion,...
Thursday 14 September 2023
Are SiC quotes going down?
Before 2022, one 6-inch SiC wafer without epitaxy produced by European and US foundries cost about US$1,000. While the quote has stayed at the same level for several years, it might...
Thursday 14 September 2023
Tech industry key conversation (part 2): DIGITIMES founder Colley Hwang vs. Avnet CEO Phil Gallagher
In Part 1, Gallagher mentioned that it will take two to three quarters to address the supply chain inventory issues. However,...
Thursday 14 September 2023
Global fab equipment spending to return to growth in 2024
In 2023, global spending on fab equipment for front-end facilities is projected to decrease by 15% before rebounding with a 15% year-over-year increase in 2024, according to a recent...
Thursday 14 September 2023
Maxeda Technology: utilizing AI technology to optimize chip layout design, enhancing chip design efficiency and performance
With the rapid development of various digital innovations such as Generative AI, the demand for high-performance chips in the market has surged dramatically, leading to increased...
Thursday 14 September 2023
Megawin's strategy for a renewable future: industrial control and automotive MCUs
As demand for consumer electronics remains sluggish, microcontroller unit (MCU) manufacturers have branched out to applications in the industrial control and automotive sectors, with...
Thursday 14 September 2023
ASE, USI manufacture S9 SiP for new Apple Watch
The new S9 system-in-package (SiP) that powers the just-unveiled Apple Watch is manufactured by Advanced Semiconductor Engineering (ASE) and Universal Scientific Industrial (USI),...
Thursday 14 September 2023
iPhone 15 to drive up flexible AMOLED prices
Despite the ongoing slump in the smartphone market, shipments of display panels are showing signs of steady recovery. Industry insiders are also eyeing a potential price hike, especially...
Thursday 14 September 2023
New iPhone processor an important step in commercializing 3nm process
The new iPhone processor, A17 Pro, represents a significant step forward in the commercialization of 3nm chip manufacturing technology, according to industry observers.
Thursday 14 September 2023
Arm to dominate automotive IC architecture for next 10 years
Arm's chip architecture is anticipated to maintain its lead in the automotive IC market over the next 10 years, industry sources believe.
Thursday 14 September 2023
TSMC to fulfill more 3nm order commitments in 2024
TSMC has deployed 3nm process technology to mass production with Apple as its first customer, and is gearing up to execute more orders for 3nm chips from other key customers in 2024,...
Thursday 14 September 2023
Taiwan PCB suppliers develop low-carbon materials, eyeing RE100 opportunities
The highlight of Apple's 2023 Autumn Product Launch event was the announcement that Apple Watch has achieved 100% "carbon neutrality," surpassing the carbon neutrality goal set by...
Wednesday 13 September 2023
What to know about Arm's feud with Qualcomm ahead of its IPO
Arm Holdings Ltd. launched a risky legal brawl with Qualcomm Inc. a year ago that looms over the British chip company as it goes public this week.