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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 21 May 2024
SDC and LGD dominate OLED monitor market with rapid growth and gaming focus
OLED panels used for external screens/monitors remain dominated by the two major South Korean panel manufacturers, Samsung Display (SDC) and LG Display (LGD), becoming a new growth...
Tuesday 21 May 2024
South Korea's semiconductor subsidy: a bid to attract SMEs
As major countries, particularly the United States, escalate their substantial subsidies for domestic semiconductor production, South Korea's industry is increasingly concerned about...
Tuesday 21 May 2024
Samsung names new semiconductor chief
Samsung Electronics has appointed company vice chairman Young Hyun Jun as the new leader of its Device Solutions (DS) division. Jun will be responsible for overseeing the company's...
Tuesday 21 May 2024
Microsoft's AI ambition clashes with carbon-negative goal as supplier green mandate intensifies
Amid Microsoft's aggressive AI investments, the company's ambitious 2020 pledge to become carbon-negative by 2030 is now under scrutiny.
Tuesday 21 May 2024
TechInsights announces 10 best and the best semiconductor equipment supplier ranking for 2024
For the past 36 years, TechInsights (formerly VSLI) has formally evaluated semiconductor equipment companies based on customer feedback to recognize the best in the industry. TechInsights...
Tuesday 21 May 2024
Renesas targets significant growth in Indian market, to scale down future acquisitions
Renesas Electronics highlighted the importance of the Indian market, aiming to boost its revenue share from India from the current 5% to between 10% and 15% by 2030. The company also...
Tuesday 21 May 2024
Direct supply of GPU and HBM becoming mainstream: IC distributors expand AI businesses
As AI continues to sweep through the semiconductor supply chain, IC distributors are experiencing strong pull-through demand for data center product lines.
Tuesday 21 May 2024
Niche memory specialists upbeat about network device upgrades
Etron Technology and other niche-market memory specialists are optimistic about the demand for network device upgrades in the second half of 2024.
Tuesday 21 May 2024
AI PC race between Qualcomm, Apple, and MediaTek
In the upcoming wave of the AI PC boom, many believe that the biggest winners will be the processor vendors. In addition to Intel and AMD, companies from the Arm camp such as Qualcomm...
Tuesday 21 May 2024
Astera Labs steps up investment in Taiwan
US-based Astera Labs, which specializes in high-speed connectivity chips, has stepped up its investment in Taiwan to strengthen collaboration with local server ODMs.
Tuesday 21 May 2024
AUO goes beyond panels
In an effort to position itself as more than a panel company by 2025, AUO has increased its deployment of non-display business operations, according to company chairman Paul Peng.
Tuesday 21 May 2024
Demand divided for smartphone specs in 2024; flagship models to stand out
AI-driven growth will propel flagship mobile phones to a singular position in 2024, despite a fragmented demand for mobile phone specifications, according to market sources.
Tuesday 21 May 2024
Mobile AMOLED panel prices rise in May, while LCD prices slide
As demand in the mobile phone market recovers, panel makers have seen related AMOLED panel prices increase slightly in May, while prices for mobile LCD panels continue to fall.
Tuesday 21 May 2024
Wi-Fi 7 inventories rising in anticipation of momentum in 2H24
Even though Taiwan-based IC design firms expect Wi-Fi 7 penetration rates to remain in the single digits in 2024, multiple sources in the semiconductor supply chain note that manufacturers...
Tuesday 21 May 2024
Samsung S25 likely to use Qualcomm chips despite rumors of 3nm Exynos, say market sources
There have been reports that Samsung Electronics' 3nm manufacturing process is ready and will be used on its newest Exynos flagship processor platform, which is expected to be released...