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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 11 July 2023
Qualcomm, MediaTek conservative in placing wafer-start orders for 2H23
Top mobile SoC specialists Qualcomm and MediaTek have yet to release their views about market demand outlook for the second half of 2023, but they are taking a relatively conservative...
Tuesday 11 July 2023
Innolux strives for extremely large-scale commercial displays
Innolux has teamed up with a cinema operator, Century Asia, to develop an extra-large miniLED video wall in Taiwan, further solidifying its position in the commercial display marke...
Tuesday 11 July 2023
China's semiconductor talent supply faces structural imbalance
As the global semiconductor industry faces a shortage of talent, the latest survey has exposed an even more pronounced talent shortage in China's semiconductor manufacturing sector...
Tuesday 11 July 2023
Intel circumvents Nvidia dominance in LLM through alternative offerings
In recent years, with the widespread application of AI, the demand for underlying computing chips has increased. GPUs are more suitable for such tasks compared to traditional CPUs,...
Tuesday 11 July 2023
IC design houses seek to maintain stable profits in 2H23
The burden of excess inventory has been reduced for Taiwan-based IC design houses as a result of an injection of short lead-time orders, but they are hoping for consistent profitability...
Tuesday 11 July 2023
Handset sluggishness casts shadow over MediaTek sales prospects
MediaTek's near-term sales prospects are clouded by the continued sluggishness of handset sales, even though the chipmaker is meeting its second-quarter revenue forecast, according...
Tuesday 11 July 2023
China IC self-sufficiency push heaps pressure on Taiwanese firms operating in China
The United States has imposed export restrictions on key Chinese companies, including Huawei and ZTE, curbing their own development of semiconductors and access to outside supplies...
Tuesday 11 July 2023
Foxconn remains committed to expanding chip business in India
Foxconn Technology (Hon Hai Precision Technology) has announced that the joint ventures it set up with the Vedanta Group in India would become wholly owned by Vedanta, with Foxconn...
Monday 10 July 2023
Taiwan MCU manufacturers increase 32-bit product proportions
Since the beginning of 2023, the microcontroller (MCU) industry has continued to face low demand in the consumer electronics market, while companies in China have launched price wars...
Monday 10 July 2023
Short-supplied automotive IC is unlikely to become excess in the future
International IDMs have seen significant improvement in automotive IC supply recently, according to supply chain sources. In addition, automotive IC production capacity keeps growing...
Monday 10 July 2023
AMD's Lisa Su sees "AI-first chip designer"
To what extent can artificial intelligence (AI) support and assist in chip design? Following recent examples of AI-assisted chip design in both China and the United States, there...
Monday 10 July 2023
Fear of AI chip ban drives up Nvidia A800 prices in China
The Biden Administration's ban on the sale of high-end AI chips to China has driven the prices of Nvidia A800 chips to skyrocket in China.
Monday 10 July 2023
Naver and Samsung to launch lightweight AI semiconductor solution in 2H23
South Korean online platform Naver is working with Samsung Electronics to develop AI semiconductor solutions and AI model lightweight solutions as two main axes to improve the performance...
Monday 10 July 2023
FOPLP technology seen an alternative to FOWLP for automotive chipmakers
The ongoing trend of automotive electrification, intelligentization and connectivity are driving a significant increase in the quantity and cost of chips used in vehicles. The cost...
Monday 10 July 2023
Chinese IC designers step up shifting focus to automotive chips
Despite facing various regulatory restrictions from the US, the Chinese IC industry has not changed its goal of achieving semiconductor autonomy. In terms of IC design, many Chinese...