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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 28 June 2024
Nvidia defends AI chip dominance
The Ultra Accelerator Link (UALink) is an open industry standard supported by major Cloud Service Providers (CSP) and processor vendors in competition against Nvidia. Nevertheless,...
Thursday 27 June 2024
US, Japan, South Korea pledge closer ties on key technologies
The US, Japan, and South Korea pledged to cooperate more closely on building more resilient supply chains and developing key technologies, including semiconductors and critical min...
Thursday 27 June 2024
Taiwan's chip industry at a crossroads: geopolitical shifts and challenges unveiled by former TSMC R&D director
Taiwan is indispensable in global chip-making, yet the island nation is under threat from geopolitical forces and internal pressures like declining birth rates, environmental challenges,...
Thursday 27 June 2024
AI PC chipmakers risk overselling specs amid performance discrepancies
To maintain a competitive edge in the expanding AI PC market, industry leaders including Intel, AMD, Qualcomm, and Apple, leveraging their integrated software and hardware capabilities,...
Thursday 27 June 2024
Omdia research finds weak demand leads to declining quarter for semiconductor market
According to Omdia, the semiconductor market experienced a 2% decrease in the first quarter of 2024, resulting in a total of US$151.5 billion.
Thursday 27 June 2024
Technology and geography are important for foundry partners, say IC designers
The majority of Taiwan-based IC design firms have said that they prioritize technological competency, geography, and other significant factors over cost when selecting how much to...
Thursday 27 June 2024
TV inventory increases, causing conflicts among major manufacturers
Although the third quarter of the year is traditionally the peak season for panel shipments, the TV brand manufacturers' advance stocking in the first half of the year has led to...
Thursday 27 June 2024
Infineon to support consumer sustainability goals through product carbon footprint data transparency
Chip manufacturing is the primary source of the carbon footprint generated by electronic devices. To address this, German chip giant Infineon plans to calculate the carbon footprint...
Wednesday 26 June 2024
South Korea kicks off US$ 19 billion of chip loans, funds from July
South Korea will begin awarding aid to chipmakers in July, kicking off a KRW 26 trillion (US$ 19 billion) package of financial support pledged toward boosting a href="https://www.bloomberg.com/news/articles/2024-05-23/south-korea-sets-aside-record-19-billion-to-boost-chip-industry"...
Wednesday 26 June 2024
Challenges to Singapore's semiconductor surge: high costs, limited space and regional rivalries
Singapore is attracting major semiconductor investments, thanks to its strong labor force, advanced research capabilities, and solid manufacturing infrastructure.
Wednesday 26 June 2024
Phison to boost PCIe Gen5 retimer chip shipments
Phison Electronics began delivering its PCIe Gen5 retimer chips in January and has since stepped up the pace of shipments, according to the Taiwan-based company.
Wednesday 26 June 2024
Apple's unique bets on M-Series chips for AI servers
Unlike other major tech companies that heavily rely on Nvidia GPUs for training and inference tasks of Large Language Models (LLM), Apple's Apple Intelligence server chips are unique...
Wednesday 26 June 2024
IC design houses see promising edge AI device demand
Edge AI applications on smartphones and PCs are widely expected to be the main driving force for shipments in the electronics supply chain in 2024, outside of cloud AI applications...
Wednesday 26 June 2024
Slow data center expansion could impact chip sales, Nvidia CEO reportedly concerned
Nvidia CEO Jensen Huang is reportedly concerned about the company's business development.
Wednesday 26 June 2024
RiTdisplay improves quarterly upon display market recovery
PMOLED panel manufacturer RiTdisplay held a shareholders' meeting on June 25, successfully passing various proposals.