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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 31 October 2024
MediaTek enjoys robust sales of flagship mobile SoCs
MediaTek has enjoyed robust sales of its premier mobile SoCs, with the company attributing this gain to the rising acceptance of the Dimensity 9400 series among Chinese flagship ha...
Thursday 31 October 2024
Nvidia plans ARM-based PC platform to rival Intel, AMD
The surge in generative AI applications is fueling fresh demand for AI servers, while simultaneously revitalizing end-user devices like PCs and smartphones. More than a year ago,...
Thursday 31 October 2024
Samsung breaks record in sales in 3Q24, memory business still falls short
Samsung Electronics achieved a historic high in revenue for the third quarter of 2024. Yet, overall operating profit fell short of market expectations, primarily due to one-time expenses...
Thursday 31 October 2024
Realtek sees recovery signs in networking, automotive segments
While order visibility remains limited, IC design house Realtek Semiconductor (Realtek) reported emerging signs of demand recovery across various applications during a recent earnings...
Thursday 31 October 2024
Monitor panel prices expected to decline until year-end amid weak demand
While China's recent "trade-in" subsidy policy has boosted demand for large-size TVs, stabilizing LCD TV panel prices, monitor panel prices continue to decline amid weak IT demand...
Thursday 31 October 2024
Corning negotiating higher glass prices with panel makers
Corning is in negotiation with customers about raising prices for its display glass substrates, with panel makers bracing for double-digit increases.
Wednesday 30 October 2024
China pushing domestically developed AI chips and deployment of RISC-V structure, says DIGITIMES Research
DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs...
Wednesday 30 October 2024
OpenAI, Broadcom working to develop AI inference chip
OpenAI is working with Broadcom Inc. to develop a new artificial intelligence chip specifically focused on running AI models after they've been trained, according to two people familiar...
Wednesday 30 October 2024
Nuvoton advances edge AI and IoT with NuEzAI platform, targets 2025 growth
The edge AI market continues its upward trajectory, with microcontroller (MCU) maker Nuvoton Technology capitalizing on new opportunities through AI and green energy sectors.
Wednesday 30 October 2024
Qualcomm-Arm dispute threatens supply chain stability
Arm has stated that it is adequately prepared for the court hearing scheduled for December, as the dispute between Qualcomm and Arm continues to develop. In response, Qualcomm maintains...
Wednesday 30 October 2024
Innolux adapts production with 'trade-in' policy amid weaker demand
Display panel leader Innolux posted an operating loss in the third quarter of 2024, though the company managed to stay profitable after taxes. Looking ahead to the fourth quarter,...
Wednesday 30 October 2024
Loongson to tape out GPU as early as 2025
According to industry reports, China-based CPU developer Loongson Technology is expected to tape out a general-purpose GPU as early as 2025. Reportedly, this GPU will be built using...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
Wednesday 30 October 2024
AMD doubles data center sales, but outlook disappoints
AMD released its latest financial results for the third quarter of 2024. Its revenue rose 18% compared to the same period last year to US$6.82 billion, surpassing the consensus estimate...
Tuesday 29 October 2024
Can Samsung, Intel rise above challenges? Different strategies for IDM, pure foundry models
The third quarter financial results for both Samsung Electronics (Samsung) and Intel are set to be released on October 31, 2024. The outcome likely hinges on how well their management...