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Global supply chain: Key components
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Thursday 14 March 2024
Acer CEO: Only black swan for notebooks could be in panel prices
Acer Chairman and CEO Jason Chen noted that the current notebook supply is going smoothly and the Red Sea crisis had a limited impact. The only potential "black swan" is the oversupply...
Thursday 14 March 2024
China likely to see rising M&A in chip industry amidst cooling IPO market
Amid an overheated frenzy in semiconductor investments, the Chinese government's decision to cool the market down has bore fruit. An expert believes an industrial consolidation has...
Thursday 14 March 2024
Server air cooling turning to 3D VC solutions for better efficiency, says DIGITIMES Research
With air cooling being the mainstream solution at data centers, 3D Vapor Chambers (VCs) have successfully broken through the theoretical heat dissipation limitations of air cooling...
Thursday 14 March 2024
PMIC firm Silergy sees inventory correction near end
Power management IC design house Silergy said customer inventory adjustments are entering the final stage and eventually end in 2024.
Thursday 14 March 2024
China-based Xingdong-Semi signs MoU with ST to secure SiC supply
As EVs continue to drive semiconductor demand, China-based Xindong Semiconductor Technology announced on March 13 that it had signed an MoU with STMicroelectronics. The agreement...
Thursday 14 March 2024
IC distributor ANStek sees strong orders for 5G communication
Taiwan-based Answer Technology (ANStek), which primarily distributes ICs for niche-market applications, has seen increased orders for 5G communication devices and good progress in...
Thursday 14 March 2024
Cloud's bursting: In the AI-fueled clash of the CSPs chips are the rainmakers
Artificial Intelligence (AI) is catalyzing the demand for cloud services.
Thursday 14 March 2024
MediaTek stepping up automotive deployment
MediaTek has significantly increased its investment in automotive electronics-related departments to expand its presence in the industry, according to sources familiar with the mat...
Thursday 14 March 2024
Taiwan's PC industry sees explosive growth, thanks to GenAI
During her report to the Legislative Yuan's Economics Committee on March 13, Economics Minister Wang Mei-Hua pointed to an increase in local investments from Taiwan-based companies...
Thursday 14 March 2024
PCB firm Dynamic Holding optimistic about high-end HDI board demand
Dynamic Holding anticipates growth momentum for 2024 to be driven by new automotive boards, networking server products, and a particularly positive outlook for its high-end HDI product...
Thursday 14 March 2024
Modi inaugurates India's first commercial semiconductor fab in 30 years
The new fab kickstart India's grand plan to build a semiconductor ecosystem.
Wednesday 13 March 2024
Pentagon scraps plan to spend US$2.5 billion on Intel grant
The Pentagon pulled out of a plan to spend as much as $2.5 billion on a chip grant to Intel Corp., people familiar with the situation said, putting the onus on another federal agency...
Wednesday 13 March 2024
US 2025 defense budget to cut semiconductor spending
On March 11, 2024, the US Department of Defense (DoD) revealed the Biden-Harris Administration's proposed fiscal year 2025 defense budget request totaling US$849.8 billion. In accordance...
Wednesday 13 March 2024
Speculation suggests MediaTek may join Arm-led SOAFEE
Recent market speculation suggests that MediaTek may join the Arm-led SOAFEE initiative, which seeks to accelerate the development of software-defined vehicle technology.
Wednesday 13 March 2024
WPG optimistic about CPU and memory chip demand
IC distributor WPG Holdings sees a bright outlook for GPU and memory chips in 2024, driven by AI servers and other device applications.