CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 27 November 2024
Power IC maker Potens extensively engages with automotive industry
Potens Semiconductor, known for its power semiconductors, is actively entering the automotive sector despite the current inventory adjustments in the industry.
Wednesday 27 November 2024
IC design houses see clients stockpile Wi-Fi 7 chips in preparation for new products in 2025
Wi-Fi 7 shipments have accelerated significantly in the second half of 2024, and industry experts expect Wi-Fi 7 penetration rates to grow in 2025, with upgrades to consumer devices,...
Wednesday 27 November 2024
Tech waltz with China: Apple, Nvidia courted as Intel doubles down
A series of meetings between Chinese officials and US tech executives signals potential warming ties, with senior representatives from Nvidia and Apple holding discussions in Beijing...
Wednesday 27 November 2024
Speculation arises about AMD developing AI mobile chip; insiders remain doubtful
Recent market speculation suggests that AMD has developed an AI processor (APU/NPU) suitable for mobile devices. With its exclusive GPU technology, it is expected to compete in the...
Wednesday 27 November 2024
Huawei stays in smartphone market despite chip disadvantage
The US trade ban has prevented Huawei from competing with other smartphone vendors in 5G mobile chip performance, but the Chinese tech giant is still staying in the smartphone sector,...
Wednesday 27 November 2024
US ban expansion may stifle China's AI chip ambitions
Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade...
Wednesday 27 November 2024
Xiaomi's first in-house mobile chip draws measured response from smartphone semiconductor industry
While Xiaomi prepares to launch its first self-developed smartphone system on chip (SoC) in 2025, major chipmakers Qualcomm and MediaTek maintain their composure, expressing confidence...
Tuesday 26 November 2024
Samsung's market risks, SK Hynix's fab dependence: Diverging paths to decoupling from China
South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%,...
Tuesday 26 November 2024
AMD inaugurates the second phase of Bengaluru design center
AMD inaugurated an R&D center in India while affirming its commitment to invest the US$400 million announced in 2023. The company is building two supercomputers in India specifically...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
US chip restrictions on China may bolster Taiwan IC design sector
The US is reportedly poised to implement new restrictions on semiconductor exports to China, potentially affecting around 200 Chinese chip firms. The move could strengthen Taiwan's...
Tuesday 26 November 2024
STMicro postpones US$20 billion revenue target to 2030 on auto chip slowdown
STMicroelectronics (STM) has revised its growth targets amid persistent weak demand for chips used in automotive and industrial applications. During its Capital Markets Day in Paris,...
Tuesday 26 November 2024
Huawei presses ahead with AI chip plans despite yield concerns
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
Monday 25 November 2024
STMicroelectronics partners with Hua Hong Semiconductor to boost local production in China's EV market
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
Monday 25 November 2024
GIS narrows losses, outlines Vietnam expansion and AR/VR ambitions
Touch panel maker GIS posted a net loss of NT$73.86 million (approx. US$2.28 million) for the first three quarters of 2024, a marked improvement from the NT$1.8 billion loss a year...