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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 22 May 2023
Talent pool of Oppo's disbanded IC design arm attractive to Chinese peers
Since Oppo IC design arm Zeku Technology was disbanded on May 12, its huge talent pool has immediately become a hot target for midrange and high-end talent sought by Chinese IC design...
Monday 22 May 2023
Challenges and progress of Chinese CPU vendors
As cloud computing, edge computing, and AI large models continue to penetrate the market, the progress of CPU vendors has drawn attention. Faced with technological barriers and mature...
Monday 22 May 2023
From "semiconductors are national power" to "AI is national power"
I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service...
Monday 22 May 2023
Chinese EDA champion Empyrean can now "fully support" 7nm; sees 1Q23 sales growth
On May 19th, Chinese EDA company Empyrean Technology held its 2022 annual shareholders' meeting.
Friday 19 May 2023
With semiconductor recovery schedule unclear, Samsung rumored to delay investment in 4nm production
With the semiconductor demand recovery timing uncertain, iti s rumored that Samsung Electronics will adjust its schedule and postpone its investment to add a production line at its...
Friday 19 May 2023
Korean AI chip startups face losses in 2022 despite ChatGPT momentum
Although the artificial intelligence (AI) market, including chatbot technologies like ChatGPT, is gradually expanding and expected to drive growth in the IC design industry, South...
Friday 19 May 2023
Sony considers spin-off of financial subsidiary and focuses on semiconductor and entertainment businesses
Sony Group has announced its plans to concentrate its resources on its semiconductor and entertainment businesses, making it challenging to allocate sufficient investment to all areas...
Friday 19 May 2023
Driver IC demand for EPD apps unlikely to pick up until end-2023
Driver IC demand for electrophoretic display (EPD) and electronic shelf labels (ESL) applications is unlikely to pick up until the end of this year, according to sources at IC design...
Friday 19 May 2023
Analog Devices to expand Ireland site with new semiconductor R&D and manufacturing facility
Analog Devices has announced a new EUR630 million (US$678.4 million) investment at its European regional headquarters in Limerick, Ireland. The funds will be used to build a new 45,000-square-foot...
Friday 19 May 2023
Chipmakers see replenishment demand for gaming devices
Although most Taiwan-based IC design houses are conservative about their business prospects for the second half of 2023, they have landed rush chip orders for gaming device applications,...
Friday 19 May 2023
Automotive PCB maker Dynamic accelerates new plant construction in Thailand
Taiwan-based automotive PCB maker Dynamic Electronics has accelerated the construction of its new plant in Thailand, which is scheduled to open in the fourth quarter of 2024.
Friday 19 May 2023
MediaTek struggles to grow mobile SoC biz
MediaTek is facing barriers in its efforts to expand its mobile SoC business, according to industry sources.
Friday 19 May 2023
Nvidia sees AI GPU orders ramp up
Nvidia has seen a ramp-up in orders for its A100 and H100 AI GPUs, leading to an increase in wafer starts at TSMC, according to market sources.
Thursday 18 May 2023
SEMI report points to moderating industry contraction in 2Q23
SEMI, in collaboration with TechInsights, stated in a recent report that the present global semiconductor manufacturing industry contraction is expected to moderate in the second...
Thursday 18 May 2023
Inventory of South Korean semiconductor suppliers soared US$15 billion on stagnant end demand
As the global economy remains in a trough, unsold semiconductor inventory of Samsung Electronics, SK Hynix, and DB HiTek hit nearly KRW50 trillion (US$37.5 billion) in total in end-1Q23,...