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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 26 January 2024
Taiwan's hacking crisis exposes semiconductor firms' Achilles supply chains
Taiwan's semiconductor companies and their supply ecosystem are uniquely vulnerable to cyber-attacks.
Friday 26 January 2024
Intel provides weak guidance, boasts advancements in foundry business
Intel gave a tepid outlook for the current quarter due to weak performance for its programmable chip unit and Mobileye business. Intel reported surging sales for its Intel Foundry...
Friday 26 January 2024
Intel reportedly to integrate Samsung's LPDDR5X in Lunar Lake CPU by 3D packaging
Samsung Electronics and Intel have long competed with each other for first place in the fierce global semiconductor IDM market, and a fierce battle for orders and rankings has begun...
Thursday 25 January 2024
Chinese government support produces 100 domestic EDA vendors, but few will survive
China's multitude of government-supported (electronic design automation) EDA vendors are facing the prospect of elimination.
Thursday 25 January 2024
Chiplets market to ride on a strong 42.5% CAGR
The global chiplets market is forecast to be worth around US$107 billion by 2033, up from US$3.1 billion in 2023, with a CAGR of 42.5% between 2024 and 2033. It is projected to be...
Thursday 25 January 2024
OpenAI refuses to queue for AI chips; will build its fab faster to get them?
OpenAI CEO Sam Altman's plan to build...
Thursday 25 January 2024
Phison's AI applications see adoption by Kingston and OSE
NAND flash controller manufacturer Phison Electronics has announced the successful implementation of its aiDAPTIV+ AOI service into the automated optical inspection (AOI) systems...
Thursday 25 January 2024
Panel makers aim for TV area shipment growth in 2024; brands diversify supplier portfolio
In 2024, panel manufacturers anticipate a surge in TV upgrades spurred by major sporting events. However, production cuts have become increasingly common in the industry. Not all...
Thursday 25 January 2024
Smart homes to fuel growth for Chinese MCU businesses
Chinese microcontroller unit (MCU) manufacturers are optimistic about the potential opportunities provided by smart homes as the generative AI trend extends across the market, according...
Thursday 25 January 2024
For PCB manufacturers, improving specs is key to recovery
The PCB industry has been on a roller coaster ride in the past three years, with 2021 and 2022 seeing a massive disruption in the supply chain caused by pandemic-related imbalances...
Thursday 25 January 2024
TI may be under more pressure than other IDMs
Texas Instruments (TI) is expected to see more significant impacts from the weak demand in the industrial and automotive markets than other IDMs, according to industry sources.
Thursday 25 January 2024
Chinese AI processor developers face challenges
Chinese AI chip developers, including Biren Technology and Cambricon Technologies, are having tough times that could burst the AI bubble in China.
Wednesday 24 January 2024
Taiwan IC designers seeking investment tax credit for EDA and software tools
Taiwan's semiconductor IC designers are urging the government to introduce tax incentives for investments in expensive electronic design automation (EDA) and software tools, seeking...
Wednesday 24 January 2024
Semiconductor Climate Consortium releases industry guidelines for Scope 3 Reporting
One of the biggest drivers for establishing the Semiconductor...
Wednesday 24 January 2024
AMD harnesses the AI boom for growth in 2024
According to data compiled by DIGITIMES Asia, AMD saw its market capitalization more than doubled from US$104.4 billion in 2022 to US$238.1 billion in 2023. The rising demands for...