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Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Thursday 19 October 2023
Foxconn, Nvidia team up to build AI factories
Hon Hai Technology Group (Foxconn) will play a significant role in the development of Nvidia's AI factories, according to Nvidia CEO Jensen Huang.
Wednesday 18 October 2023
US processor vendors brace for escalation of ban against Chinese chipmakers
Nvidia, AMD, and Intel are all bracing for the effects of the new US chip bans on their Chinese customers, according to industry sources.
Tuesday 17 October 2023
Renesas deepens edge AI deployment with strategic investment in EdgeCortix
Renesas Electronics is strengthening its collaboration with the Japanese IC design startup EdgeCortix through a strategic investment to develop edge artificial intelligence (AI) solutions,...
Monday 2 October 2023
How long could Huawei still rely on Arm IP licensing amid US chip bans and RISC-V rise?
For the SoftBank-backed Arm that just completed a blockbuster IPO in the US in mid-September, China is a critical market contributing a quarter of its annual revenues for fiscal 2023,...
Monday 2 October 2023
Applied Materials cuts into supply chain for Intel glass substrate technology
Applied Materials and its equipment and materials partners have entered the supply chain for Intel's recently announced glass substrates for advanced packaging, according to industry...
Tuesday 26 September 2023
TSMC to fab Nvidia next-gen AI chip, sources say
TSMC has grabbed orders for Nvidia's next-generation AI processor called B100, which requires the foundry's 3nm process fabrication, according to industry sources.
Tuesday 19 September 2023
Intel's China-specific AI chip in huge demand
Intel's China-specific version of its Habana Gaudi 2 AI processor has seen a sharp rise in demand, according to industry sources.
Thursday 14 September 2023
New iPhone processor an important step in commercializing 3nm process
The new iPhone processor, A17 Pro, represents a significant step forward in the commercialization of 3nm chip manufacturing technology, according to industry observers.
Wednesday 13 September 2023
Apple unveils iPhone 15 family
Apple has debuted the iPhone 15 Pro and iPhone 15 Pro Max, designed with aerospace-grade titanium that's strong yet lightweight to deliver Apple's lightest Pro models ever and iPhone...
Wednesday 13 September 2023
New SUV from Geely-affiliated Lynk uses 7nm-made Chinese auto chip
Geely-affiliated car vendor Lynk has launched a new SUV powered by what it describes as China's first homegrown 7nm-made automotive processor.
Friday 25 August 2023
ASE, KYEC brace for revenue decreases in 2023
OSATs ASE Technology and King Yuan Electronics (KYEC), both of which reportedly are in the supply chain for Nvidia's AI chips, are likely to experience revenue declines in 2023 despite...
Tuesday 8 August 2023
Micron launches memory expansion module portfolio to accelerate CXL 2.0 adoption
Micron Technology has announced sample availability of its CZ120 memory expansion modules to customers and partners.
Thursday 3 August 2023
Inventec develops processor IP in-house
Inventec has successfully developed its AI accelerator IP in-house and already has interest from two IC design house customers, according to industry sources. Tapeout is expected...
Friday 21 July 2023
Competition intensifying in stagnant Chinese smartphone market
Recent developments by Huawei in the Chinese 5G smartphone market have increased competition among processor suppliers and device manufacturers, according to industry sources.
Research Report Database
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