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Global supply chain: Key components
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IN THE NEWS
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Tuesday 4 February 2025
Samsung chairman's legal victory sparks speculation on upcoming meeting with Nvidia's Jensen Huang
Jae-Yong Lee, chairman of Samsung Electronics, has been acquitted in the second trial concerning an improper merger case, marking the resolution of years of legal uncertainty. With...
Tuesday 4 February 2025
Where do Nvidia and TSMC fit in Trump's 'Made in America' vision?
Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025, for a meeting with the US president. According to The...
Tuesday 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Tuesday 4 February 2025
AMD instinct MI400 spotted in patches: up to 8 XCDs on dual interposer dies with new Multimedia I/O Die
According to a February 2 report from VideoCardz, AMD is preparing to launch its next-generation Instinct MI400 AI accelerator with a revolutionary architecture. The design...
Monday 3 February 2025
OpenAI unveils plans for AI devices to rival smartphones
In a recent interview, OpenAI CEO Sam Altman unveiled plans to develop a generative AI-powered device aimed at replacing smartphones. Through this ChatGPT-optimized device, OpenAI...
Monday 3 February 2025
Cadence aims to strengthen its presence in India's growing data center sector
Cadence Design Systems has said that it recognizes India as a critical hub for innovation and data-driven growth and is committed to deepening its footprint in the region's data center...
Monday 3 February 2025
Taiwan vows to back 300+ Mexico-based domestic firms against Trump tariffs
Taiwan's Ministry of Economic Affairs (MOEA) announced on February 2, 2025, that it will engage in ongoing discussions with the US to protect mutual industrial and national interests,...
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025...
Friday 24 January 2025
Chinese panel makers expected to overtake South Korean rivals in smartphone AMOLED shipments in 2025
The smartphone panel experienced diverging trends across technologies. LCD panel prices declined by 10% over the year, rigid AMOLED panel prices rose by 10%, and flexible AMOLED panels...
Friday 24 January 2025
South Korea's system semiconductor market share set to drop to 1.6%—what's next?
The global IC design market is expanding rapidly, driven by the growth of AI. However, South Korea's system semiconductor sector, which currently holds a modest 2% market share, faces...
Friday 24 January 2025
Chinese chipmaker GigaDevice sees 5-fold profit hike in 2024
GigaDevice, a Chinese manufacturer of NOR flash memory and MCUs, recently disclosed its performance forecast for 2024. The company projects a net profit jump of over fivefold.
Friday 24 January 2025
Innolux general manager reflects on challenges and rebirth of panel industry through a poem
Zhu-Xiang Yang, general manager of Innolux, a major panel manufacturer in Taiwan, wrote a year-end reflection poem about the challenges and outlook for the panel industry:
Friday 24 January 2025
Trump's push to reshore Taiwan's semiconductor supply chain sparks talent drain concerns
The Trump 2.0 era is set to reshape global geopolitics and supply chains, with Taiwanese manufacturers closely monitoring US interest and exchange rate policies. Experts warn that...
Friday 24 January 2025
Major Chinese chipmakers show resilience amid US crackdown
A newly released semiconductor patent innovation ranking places ChangXin Memory Technologies (CXMT), Yangtze Memory Technologies (YMTC), and Semiconductor Manufacturing International...