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NEWS TAGGED CHIPS + COMPONENTS
Tuesday 22 October 2024
Nvidia reportedly to co-develop custom chip tailored for India with Indian partners
Nvidia CEO Jensen Huang is set to visit India later this week, where the GPU and AI chip design company reportedly plans to co-develop a chip, capitalizing on the country's abundant...
Tuesday 22 October 2024
China's first 3nm SoC by Xiaomi marks a seven-year gap since its last launch, likely manufactured by TSMC
Xiaomi's self-developed 3nm chip has begun taping out, marking the first 3nm mobile SoC launched by a Chinese company, with TSMC anticipated as the manufacturer. However, neither...
Tuesday 22 October 2024
SiC prices plunge as Chinese capacity soars, reshaping semiconductor landscape
Silicon carbide (SiC) once thrived amid substrate shortages. However, 2024 saw a significant shift where Chinese manufacturers dramatically ramp up production, resulting in a collapse...
Tuesday 22 October 2024
The real picture of SiC substrate oversupply according to Latentek
The silicon carbide (SiC) substrate market appears to be oversupplied, but it takes more than just comparing production capacity and actual demand to understand the real picture,...
Tuesday 22 October 2024
PCB makers await auto, LEO satellite demand amid consumer electronics slump
Although AI has become a major highlight for consumer electronics vendors in 2024 after more than two years of sluggish market performance, actual sales numbers have yet to reflect...
Tuesday 22 October 2024
MediaTek to embrace strong 4Q24
As Oppo launches its new model ahead of schedule, and other Chinese brands introduce new models, MediaTek is expected to report strong results for the fourth quarter of 2024, according...
Tuesday 22 October 2024
SK Hynix prioritizes HBM, scales back CIS and foundry operations
SK Hynix is reducing its CIS and wafer foundry operations to prioritize high-margin HBM and AI memory products. It is also expanding into emerging technologies, including Compute...
Tuesday 22 October 2024
JASM's first fab to run on 100% renewable energy upon launch; second fab construction to begin by end of 2024
In mid-October, Yuichi Horita, president of JASM, TSMC's subsidiary in Japan, announced that the fab will operate on 100% renewable energy upon its launch, setting a precedent ahead...
Tuesday 22 October 2024
Rapidus estimates economic impact of JPY19 trillion in Hokkaido
Rapidus, the Japanese semiconductor manufacturer aiming for mass production of 2-nanometer (nm) chips, is making significant progress on its first factory located in Chitose, Hokkaido...
Tuesday 22 October 2024
Xiaomi-developed 3nm SoC speculation persists
At a public event in China, Jianguo Tang, the chief economist at the Beijing Municipal Bureau of Economy and Information Technology, inadvertently declared that Xiaomi's self-developed...
Monday 21 October 2024
Intel CEO sets the stage: Will wafer foundry opportunities open up through Lisa Su?
Although ASML, the top Dutch semiconductor equipment supplier, reported a sharp decline in new orders, leading AI chipmakers continue to launch innovative products and strengthen...
Monday 21 October 2024
Rayzher set for revenue surge in 2025 boosted by Japanese subsidiary
Rayzher Industrial, one of Taiwan's top trio of semiconductor gas secondary piping engineering companies, anticipates revenue will increase in 2025 as its Japanese subsidiary begins...
Monday 21 October 2024
Current and former ministers of South Korea's MOTIE warn of semiconductor industry crisis in 5 years
Former South Korean ministers recently gathered to assess the challenges facing the country's semiconductor industry. They cautioned that while South Korea currently leads globally...
Monday 21 October 2024
Samsung's repeated HBM3E certification delays spark Nvidia tension rumors
Samsung Electronics has been unable to obtain Nvidia's certification for its fifth-generation high-bandwidth memory, the HBM3E, for almost a year. This has led to speculation about...
Monday 21 October 2024
China's new capital stimulus for chip and tech sectors sparks overcapacity concerns
China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply...