Summary of Tech Supply Chain News!

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TSMC to double CoWoS capacity in 2025; Nvidia will use 60%

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Drone developer Thunder Tiger eyes strategic tie with NextVision

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HBM memory supply to scale in 2025

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China solar energy market remains plagued by low prices

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Despite start of new AI server shipments, server ODMs see gross margins fall

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Server component providers welcome new era with Nvidia GB200 mass production

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PCB and CCL firms gearing up for AI server boom

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GB200 peripheral chip suppliers delighted with Blackwell cooling issues addressed

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First Dimensity 9400 AI mobile phone debut; Vivo expects X200 sales to treble

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Home Tech Semiconductors

Qualcomm, MediaTek to post strong earnings in 2021

Cage Chao, Taipei; Steve Shen, DIGITIMES Asia Wednesday 9 December 2020 0

Both Qualcomm and MediaTek are on track to post strong earnings and high gross margins in 2021 on robust demand for 5G mobile solutions from the smartphone sector, according to industry sources.

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SK Hynix starts mass production of world's first 321-high NAND

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