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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 30 August 2024
Giantplus pushing more applications for in-house developed OTFT backplane
Taiwanese panel manufacturer Giantplus Technology is actively developing applications using its organic thin-film transistor (OTFT) backplanes, such as smart wearables and medical...
Friday 30 August 2024
Xiaomi rumored to release self-developed smartphone AP in 1H25
Xiaomi will release its own customized mobile SoC in the first half of 2025, according to sources in the smartphone supply chain.
Friday 30 August 2024
Nvidia supply chain, including TSMC, has strong order visibility for AI chips
Major players in Nvidia's supply chain, such as global foundry leader TSMC, have good order visibility extending to 2026, despite stock investors' concern about the US chip vendor's...
Thursday 29 August 2024
YTEC expands proprietary equipment sales amid China's push for domestic semiconductor supply chain
YTEC, a Taiwan-based technology company, has strategically pivoted its business focus in response to changing market dynamics. Facing a decline in demand for optoelectronic LEDs,...
Thursday 29 August 2024
Macnica Galaxy cautiously optimistic about operations in 2H24, 2025
IC channel distributor Macnica Galaxy is cautiously optimistic about its operations in the second half of 2024 and 2025.
Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Wednesday 28 August 2024
China to surpass South Korea's OLED panel production; impact on Taiwan-based DDI makers uncertain
Chinese OLED manufacturers have now surpassed South Korean companies in terms of market share, according to figures from multiple research firms. This development could potentially...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Wednesday 28 August 2024
Samsung maintains gaming monitor market edge with innovative glasses-free 2D/3D monitor
Samsung Electronics attended Gamescom 2024, held in Cologne, Germany. With an alleged largest-ever exhibition hall of about 800 square meters, Samsung unveiled its new gaming monitor,...
Wednesday 28 August 2024
Chinese EDA sector follows global consolidation trend as market grows and key players expand
Since 2024, the global Electronic Design Automation (EDA) industry has seen considerable consolidation. The Chinese EDA sector, despite its long-standing fragmentation and early developmental...
Wednesday 28 August 2024
Taiwan panel industry may need support from semiconductor industry to survive
Leading panel makers AU Optronics (AUO) and Innolux are expected to end the year in the black, boosted by non-operating income as they sell their factories to TSMC and Micron, which...
Wednesday 28 August 2024
US CSPs expected to further raise capex in 2025
Major US-based cloud service providers (CSPs) have estimated their 2024 capex will increase by at least 35% year-over-year, with research firms expecting the amounts to rise further...
Tuesday 27 August 2024
China's Xpeng aims to manufacture EVs in Europe to blunt tariffs
Xpeng Inc. is looking for a manufacturing site in Europe, making it the latest Chinese electric vehicle maker seeking to mitigate the impact of import tariffs by building its cars...
Tuesday 27 August 2024
SK Group obtains three major weapons to strike global AI market
To seize the initiative in AI, the SK Group revealed that it is ready to use "three weapons," namely HBM, GTAA, and energy solutions. It hopes to sound the attack on the semiconductor,...