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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 20 July 2023
Wus Printed Circuit conservative about 2H23 prospects
PCB manufacturer Wus Printed Circuit has expressed caution regarding its operations in the second half of this year, but sees potential growth in AI server demand.
Thursday 20 July 2023
MicroBT launches cryptomining machines with 3nm ASIC
MicroBT has released its 3nm ASIC miners, but supply is limited probably due to insufficient yield rates at its IC foundry partner, according to industry sources.
Thursday 20 July 2023
TV vendors purchasing LCD panels aggressively in 3Q22
Branded TV vendors have recently stepped up their procurements of LCD panels amid a growing concern that panel prices will likely continue to rise due to the approach of the traditional...
Thursday 20 July 2023
Rising EV penetration to boost automotive PCB demand
As electric vehicles (EV) gain market share, demand for automotive PCBs is expected to surge, according to industry sources.
Thursday 20 July 2023
IC inspection labs see demand visibility extended to 2024
IC analysis and inspection labs have seen demand visibility from system device vendors and IP design service providers extended to 2024, attributed to increased R&D investment...
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.