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Global supply chain: Key components
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Wednesday 16 October 2024
Chinese CIS firms gain flagship smartphone market share
OmniVision and other Chinese CMOS image sensor (CIS) makers have expanded their foothold in the premium smartphone-use camera segment, mounting strong challenges for market leader...
Tuesday 15 October 2024
US weighs capping exports of AI chips from Nvidia and AMD to some countries
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the...
Tuesday 15 October 2024
Chinese smartphone makers gear up for October launches with new flagship Android SoCs
Following MediaTek's launch of the Dimensity 9400 platform, Vivo and Oppo are set to roll out their X200 and Find X8 models, respectively, this week. In response to Qualcomm's upcoming...
Tuesday 15 October 2024
MCU industry relies on short-term orders amid sluggish consumer electronics demand in 4Q24
China's sluggish economic recovery continues to affect the consumer electronics market, with microcontroller unit (MCU) industry insiders reporting that significant signs of demand...
Tuesday 15 October 2024
Taiwan fan motor driver IC firms see promising demand for AI servers
The demand for cloud AI server development persists, with Nvidia's premium HPC chips propelling the complete advanced process manufacturing supply chain. Alongside substantial orders...
Tuesday 15 October 2024
Force Mos Technology expects weak consumer market to persist despite US rate hike
Power semiconductor supplier Force Mos Technology expects a weak consumer market to persist despite a rate hike by the US Federal Reserve. The company plans to navigate this challenging...
Tuesday 15 October 2024
IC distributor Macnica Anstek sees end-market demand pick up
Taiwan-based IC distributor Macnica Anstek has experienced a significant increase in order and shipment volume for its main distribution lines, driving sales performance in the third...
Tuesday 15 October 2024
Trade-in policy successfully boosts TV Sales in China during National Day Holiday
Although TV sales in China have been sluggish for a while, the recent government initiative of the trade-in subsidy program has sparked a wave of consumer activity during the 2024...
Tuesday 15 October 2024
Small and medium-sized panel makers outperform in 3Q24, HannStar sees 50%+ revenue growth
Large-sized panel manufacturers faced challenges in the third quarter of 2024 due to early pull-in from clients in the first half of the year. However, small and medium-sized panel...
Tuesday 15 October 2024
Taiwan PCB firms upbeat about demand for high-end, emerging device applications
Major players in the PCB industry are further consolidating their lead over their competition as recent data from the market research firm N.T. Information indicates that Taiwanese...
Tuesday 15 October 2024
High-speed chip makers face hurdles as AI drives data center connectivity
The advancement of generative AI hinges on enhancing the scale and refinement of current AI models, according to recent statements from numerous AI industry leaders. These improvements...
Monday 14 October 2024
Countering China's asymmetric strategy from demand side of supply chain resilience
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously...
Monday 14 October 2024
China's push for chip tool independence faces talent shortage, innovation choke points
China's semiconductor equipment industry is grappling with a crisis of involution, fueled by geopolitical tensions and domestic pressures.
Monday 14 October 2024
Habana concludes interim AI battle as Intel's Falcon Shores takes center stage
Despite challenges on multiple fronts, Intel remains committed to investing in the AI race. As part of its "next phase transformation," the company's upcoming Falcon Shores GPU is...
Monday 14 October 2024
Hycon merger with SiS to boost revenue and gross margin in 2025
Microcontroller unit (MCU) manufacturer Hycon Technology will officially merge with IC design house Silicon Integrated Systems (SiS) on January 1, 2025. With the support of wafer...