To raise network standards for the general public, governments around the world have been increasing their budgets for network infrastructure since 2023. Telecom operators, the networking...
China's telecom infrastructure tenders are not being implemented with enthusiasm, resulting in limited visibility for network chip orders from the sector, according to industry sou...
After more than a year of insight into AI models and hardware, the market has a better understanding of the upcoming bottlenecks facing cloud-based generative AI: high bandwidth memory...
Broadcom stated that the demand for AI networking products and customized accelerators from hyperscale customers is quite strong. For the second quarter of the fiscal year 2024 (ended...
Marvell Technology's outlook indicates that inventory adjustments for network chips may take longer than expected, possibly lasting through the first half of 2024, according to industry...
Broadcom and Marvell continue to operate on extended delivery schedules, even though the chip shortage has largely been addressed. Despite the alleviation of the supply-demand imbalance...
TSMC and its ecosystem partners in Taiwan, especially silicon IP and IC design services providers, remain able to embrace revenue gains for the fourth quarter and 2023, while most...
Playing a follower role in the 2G era, China-based IC designers achieved some breakthroughs in the 3G era and enhanced their presence further in the 4G sector before realizing certain...
Network device manufacturers continue to enjoy strong demand with clear order visibility through the third quarter of 2023, according to industry sources.
Some network IC suppliers have seen lead times shorten from over 50 weeks to 30 weeks, indicating that the chip shortage is easing, according to sources at network device manufactu...
Wi-Fi and other network chip demand will remain strong in the second half of 2022 despite the weakness in demand for consumer electronics applications, according to Realtek Semicon...
Taiwan-based network device makers remain optimistic about their business prospects for the second half of 2022, citing demand for broadband upgrades, particularly in North and Latin...
Delivery lead times for network chips are still as long as 52 weeks, but supply volume has significantly increased. Shortages will continue to improve in the second half of 2022,...
