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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 9 October 2024
China's insistence on local chip usage; release of Ascend 910C muddles Nvidia's future
Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia's products. If this informal...
Wednesday 9 October 2024
AMD set to become second largest client of TSMC's US fab; hinted at one year ago
TSMC's Fab 21 in Arizona has not yet fully commenced its first phase of mass production, but it is already producing Apple's A16 chip. Additionally, AMD may become the second major...
Wednesday 9 October 2024
China unveils domestic GPU ecosystem to reduce Nvidia dependence
China Mobile recently unveiled a chip architecture migration tool called "Xinhe" as part of the country's efforts to decrease its dependence on Nvidia's computing chips. The tool...
Wednesday 9 October 2024
August semiconductor sales rise 20.6% with robust demand in Americas, says SIA
The Semiconductor Industry Association (SIA) has reported that global semiconductor industry sales amounted to US$53.1 billion in August 2024, reflecting a 20.6% rise from US$44 billion...
Wednesday 9 October 2024
Realtek posts flat revenue growth in 3Q24
IC design house Realtek Semiconductor has reported almost flat sequential revenue growth in the third quarter of 2024, with network IC shipment growth outpacing that of PC peripheral...
Wednesday 9 October 2024
AI-powered smart glasses key to the revival of Google's rocky AR/VR development
Apple's launch of the Vision Pro mixed-reality headset followed by Meta's introduction of its AR smart glasses prototype Orion has reignited interest in the field. As a result, the...
Wednesday 9 October 2024
Why would TSMC increase stake investment in a mature-node foundry affiliate?
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International...
Wednesday 9 October 2024
Elan posts 8% revenue growth in 3Q24
Touch controller chip and fingerprint sensor specialist Elan Microelectronics reported a nearly 8% sequential revenue increase in the third quarter of 2024, achieving the upper end...
Wednesday 9 October 2024
Semiconductor supply chain mixed about China economy stimulus policy
China's stimulus packages have received mixed responses from players in Taiwan's semiconductor supply chain, with some believing they will inject momentum into the Single's Day shopping...
Wednesday 9 October 2024
PC chip demand peaks early in 2024, suppliers face declining sales
PC chip demand has already passed its peak for 2024, and suppliers' sales already started declining in September with little hope of a seasonal uptick during the fourth quarter, according...
Tuesday 8 October 2024
CSP in-house development of ASIC accelerators
Google TPUs will see a share of over 70% in the in-house developed cloud ASIC accelerator market in 2024; an all-optical network communication architecture will play a crucial role...
Tuesday 8 October 2024
Taiwan DDI firms post mixed 3Q24 sales
Taiwan-based display driver IC (DDI) firms, having disclosed mixed revenue results for the third quarter of 2024, are anticipated to have seasonal influences affecting their performance...
Tuesday 8 October 2024
TV panel prices may stabilize after supply cuts
With key China-based LCD panel producers cutting back production, prices for TV applications are expected to stabilize in October, according to industry sources.
Tuesday 8 October 2024
Jarllytec anticipates October demand surge for foldable devices in 4Q24
Jarllytec, a specialist in bearings and hinge technology, expects a significant increase in orders for foldable smartphone models from its Chinese clients starting in October. This...
Tuesday 8 October 2024
Li Auto reportedly to tape out in-house developed smart driving chip by end of 2024
China-based electric vehicle (EV) vendor Li Auto reportedly will complete the tape-out of its smart driving SoC by the end of 2024, catching up with its two major domestic rivals,...