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Global supply chain: Key components
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IN THE NEWS
Friday 16 June 2023
AMD backend partners gearing up for new processors
TSMC, ASE Technology and Tongfu Microelectronics (TFME), as well as test interface specialists WinWay Technology and Chunghwa Precision Test Tech (CHPT) are all gearing up for shipments...
Thursday 15 June 2023
IC design houses uncertain about 3Q23 outlook
Many IC design firms have already seen their customers place orders in advance and are on track to report brisk sales results for the second quarter of 2023. However, the fabless...
Thursday 15 June 2023
TSMC rumored to be one of Arm's anchor investors
According to Reuters, citing sources, silicon IP vendor Arm is in talk with at least ten companies to bring one or more anchor investors in Arm's initial public offering...
Thursday 15 June 2023
Thailand to be key Southeast Asian server production hub
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Thursday 15 June 2023
Renesas to showcase AI solutions based on Reality AI technologies
Advanced semiconductor solutions provider Renesas Electronics Corporation released an update on its progress in providing artificial intelligence (AI) and tiny machine learning (TinyML)...
Thursday 15 June 2023
ByteDance alone ordered US$1 billion worth of Nvidia GPUs in 2023
China's three major internet companies, Baidu, Alibaba, and Tencent, along with ByteDance, are sparing no expense in purchasing Nvidia's AI GPUs. According to Chinese media reports,...
Thursday 15 June 2023
India's imports of semiconductor manufacturing equipment surged in the past year
Despite a low base, India's imports of chipmaking equipment grew by almost 8-fold year-on-year in the past fiscal year, implying importers have begun developing a local semiconductor...
Thursday 15 June 2023
3D DRAM to see clear development direction in next 2-3 years
Samsung Electronics and SK Hynix have revealed the latest development trends for advanced logic chips technology and memory products at recent technology symposiums, with the former...
Thursday 15 June 2023
Taiwanese semiconductor, LCD equipment firms seek collaborative efforts
A sort of alliance is brewing among Taiwanese semiconductor and LCD equipment manufacturers, and the realization of such partnership will help related makers expand sales and services...
Thursday 15 June 2023
Standardization: the one hurdle in the way of 6G deployment in 2029
At the Next Generation Communications Technology Summit on June 14, mobile industry leaders Apple and MediaTek projected a mid-2029 commercial rollout for 6G technology. The tech...
Thursday 15 June 2023
High-end handset AP demand unlikely to pick up until 2024
High-end handset application processor (AP) demand is unlikely to pick up until next year, and it will return to a normal growth track in 2024-2025, according to sources at backend...
Thursday 15 June 2023
Slowing cloud infrastructure spending may hamper Nvidia and AMD
Despite the heated competition between Nvidia and AMD following the latter's latest offering of MI300X, the global data center market has slowed as enterprises tighten their belts.
Wednesday 14 June 2023
GCE expects significant growth in AI server boards, eyes robust performance in 2023
Taiwan-based PCB maker Gold Circuit Electronics (GCE) expects its AI server boards' share in overall server board shipments to rise from a low single-digit percentage in the first...
Wednesday 14 June 2023
AMD faces path dependency struggle as it challenges Nvidia with MI300X AI GPU
Advanced Micro Devices Inc. (AMD) on June 13 revealed its most-advanced GPU for artificial intelligence (AI), the MI300X, trying to get a bigger bite of the pie of the GPU market...
Wednesday 14 June 2023
Global 300mm fab equipment spending to resume growth track in 2024
Global 300mm fab equipment spending for front-end facilities next year is expected to begin a growth streak to a US$119 billion record high in 2026, following a decline in 2023, according...