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Friday 22 December 2023
More Chinese device assemblers, IC design firms enter backend
Many Chinese device assemblers and IC design houses are investing in the backend sector or building their own packaging and testing lines, indicating a trend toward vertical integration,...
Thursday 21 December 2023
Automotive DDI competition intensifies
Alongside the intensifying competition for electric vehicles (EV) in China, the market for automotive display driver ICs (DDI) is becoming more competitive, according to industry...
Friday 15 December 2023
Ams-Osram bullish about automotive chip demand
The automotive business is flourishing, according to Ams-Osram, thanks to the rapid development of China's electric vehicle (EV) sector.
Friday 15 December 2023
Chinese CIS suppliers mull raising prices
Chinese CMOS image sensor makers are considering raising their prices to follow in the footsteps of Samsung Electronics, which has informed customers of a price hike in the first...
Thursday 14 December 2023
Xiaomi and Huawei's latest spat points to heated competition in China's foldables space
As 2024 is shaping up to be a crucial year for foldable smartphones, the competition between Chinese brands has grown increasingly vitriolic as Xiaomi and Huawei recently engaged...
Thursday 14 December 2023
TSMC lands rush orders for Nvidia China-bound processors
Nvidia has placed orders with TSMC for its China-bound AI processors that necessitate SHR (Super Hot Run). The commencement of fulfillment is planned for the first quarter of 2024,...
Friday 8 December 2023
Nvidia sees Huawei as a formidable competitor, but questions remain about the Chinese vendor's chip progress
Nvidia CEO Jensen Huang has described Huawei as a formidable rival to his company in the Chinese market, despite the fact that many in the semiconductor industry are wondering how...
Thursday 7 December 2023
Will lithium carbonate cost slump cut EV prices?
Battery-grade lithium carbonate prices have dropped from CNY600,000 (US$84,363) per tonne in November 2022 to the current value of CNY150,000, a decline of over 70%. Since batteries...
Tuesday 5 December 2023
PC market growth unlikely to top 10% in 2024, say IC design houses
The global PC market's growth in 2024 may not be as rapid as many terminal device manufacturers anticipate - a 10% increase, according to sources at IC design houses.
Tuesday 5 December 2023
Battery industry to see exits, major players grow larger in 1H24
As battery cell prices slide following declining demand in the automotive and energy storage markets, some players have already dropped out of the increasingly heated competition...
Tuesday 5 December 2023
MOSFET suppliers remain cautious
Despite a slight rebound in the PC industry, Taiwan-based MOSFET suppliers remain cautious about near-term demand expectations.
Friday 1 December 2023
Can AI boost PC industry recovery in 2024?
Everyone in the PC industry is talking about AI PCs, but what defines an AI PC? Opinions differ on this question. For HP CEO Enrique Lores, AI PCs will allow users to run originally...
Friday 1 December 2023
MCU demand for home appliances picking up
Microcontroller unit (MCU) demand for home appliances has started picking up, with prices rising as well, according to MCU suppliers in China and Taiwan.
Thursday 30 November 2023
Dell denies pulling supply chain from China
Dell Senior Global VP Shirley Wu clarified rumors that Dell is "withdrawing its supply chain from China" and is carrying out "de-Sinicization." In China, Dell underwent the most severe...
Friday 24 November 2023
China-based two-wheeler EV makers eye overseas opportunities amid fierce competition at home
With zero-emission vehicles becoming an increasing trend, the electric vehicle (EV) market has seen an increasing number of new entrants seeking to electrify everything from two-wheelers...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research