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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 3 May 2024
Qualcomm, MediaTek unfazed by Huawei rebound
Leading handset chip vendors Qualcomm and MediaTek are unlikely to be alarmed by Huawei's fast rebound in China's smartphone market, according to industry sources.
Thursday 2 May 2024
AMD slides after AI chip forecast misses lofty estimates
Advanced Micro Devices Inc. shares declined as much as 8.1% after the chipmaker gave a disappointing forecast for artificial intelligence processors, a lucrative market now dominated...
Thursday 2 May 2024
Vedanta stays committed to semiconductor and display ventures, sparking speculation on intent
Despite setbacks, particularly the breakup with Foxconn, the debt-laden Vedanta Group is still keen on semiconductor and display forays, which was seen as a strategy to deal with...
Thursday 2 May 2024
Novatek sees OLED DDI orders for Apple increase in 2024
Novatek Microelectronics, a major Taiwanese IC design house, is anticipated to officially enter the supply of OLED Display Driver ICs (DDI) for the upcoming Apple iPhone 16 in 2024,...
Thursday 2 May 2024
SK Hynix says 2025 HBM production almost sold out
SK Hynix held a press conference on May 2 at its headquarters in Icheon, Gyeonggi Province, to reveal details of its investment plans for the M15X fab in Cheongju and the Yongin Semiconductor...
Thursday 2 May 2024
Qualcomm sees strong chip sales in Chinese smartphone market, anticipates continued diversification into automotive business
Qualcomm reported slightly stronger-than-expected results over the past quarter, and its upbeat outlook suggests an improvement in the mobile phone industry. Qualcomm also expects...
Thursday 2 May 2024
Samsung's 1Q24 revenue saw major boost, though semiconductor profits fell behind SK Hynix
In the first quarter of 2024, Samsung Electronics successfully turned a profit in its semiconductor business due to increased demand for AI-related memory. Coupled with the sales...
Thursday 2 May 2024
Chinese semiconductor firms raising prices on soaring precious metal costs
Many Chinese semiconductor firms have told customers they are raising prices due to rising costs of precious metals, such as gold and copper, according to industry sources.
Thursday 2 May 2024
Micron shipping critical memory for AI data centers
Micron Technology announced that it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128GB DDR5 RDIMM memory at speeds of up to...
Tuesday 30 April 2024
Taiwan economy grows at fastest pace since 2021 on chip boom
Taiwan's economy expanded at the fastest pace in almost three years as global demand for artificial intelligence-related technologies fueled a boom in exports.
Tuesday 30 April 2024
With iPhone sales weak, Chinese/South Korean smartphone and OLED manufacturers take advantage to increase capacity
Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize...
Tuesday 30 April 2024
Samsung beefing up power semiconductor capabilities for AI super cycle
Samsung Electronics has been ramping up its power semiconductor development team and is considering expanding its production capacity. This move aims to meet the anticipated surge...
Tuesday 30 April 2024
Notebook production in Vietnam ramping up
Notebook production in Vietnam has increased dramatically, making the country the second largest source of imports to the US behind China, according to government sources.
Tuesday 30 April 2024
NXP witnesses slower automotive chip sales, offers upbeat outlook
NXP experienced a slower automotive market and increased demand for industrial and mobile segments. The chipmaker gave a better outlook for the second quarter.
Tuesday 30 April 2024
Analog IC inventory returns to normal levels
Inventory adjustments for analog chips across all device applications have been completed, and shipments to specific customers and product lines have resumed their upward trajectory,...