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Global supply chain: Key components
Key components news coverage
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Tuesday 31 October 2023
Chinese MCU companies see drop in revenue and net income
Leading Chinese MCU companies have reported declines in both revenue and net income in their revenue reports for the third quarter of 2023, due to increasingly heated competition...
Tuesday 31 October 2023
TV and IT panel prices expected to drop in November
Prices for large LCD panels are expected to plummet in November, as the industry enters its traditional year-end slump, following the footsteps of small- and medium-sized LCD TV panels...
Tuesday 31 October 2023
CPU companies pushing into PC industry for AI opportunity
With AI expected to drive future growth in the PC industry, chip companies such as Advanced Micro Devices (AMD), Samsung Electronics, Nvidia, MediaTek, and Apple are all gearing up...
Tuesday 31 October 2023
Global semiconductor market to recover in 2024; Taiwan to benefit
Despite the influences from the negative economic factors and geopolitics in 2023, the global semiconductor market is expected to enjoy a recovery in 2024 as the worst is expected...
Tuesday 31 October 2023
Handset orders for year-end holidays starting to rise
The handset market has seen inventoy return to healthy levels with orders from handset vendors starting to pick up for the year-end shopping, according to sources from the upstream...
Monday 30 October 2023
China-based YASC building SiC production capacity, luring automotive partnerships
Chinese silicon carbide (SiC) company YASC completed a CNY3.8 billion (US$519.3 million) financing round in June 2023, the highest private equity financing for SiC devices. YASC recently...
Monday 30 October 2023
Microsoft: AI is seeing Edison Moment, needs infrastructure upgrade
Microsoft's top executives have heralded the present era as the "Edison moment for AI" during their high-profile appearance at the annual summit of the Taiwan Semiconductor Industry...
Monday 30 October 2023
Strong advanced process manufacturing buoys MSScorps 3Q23 gross margin
IC analysis and inspection lab Material Science Service (MSScorps) has seen a surge in materials analysis demand from semiconductor customers who are actively pursuing advanced process...
Monday 30 October 2023
Circular economy (1)Recycling of solar panels (part 1)
Circular economy is an economic system focusing on the reuse or regeneration of products or materials. The concept is to extend the life cycle of materials and products through 5Rs--reducing,...
Monday 30 October 2023
Generative AI adoption on edge devices to outpace expectations, says Qualcomm SVP
Qualcomm's senior vice president of product management, Ziad Asghar, believes that the adoption of generative AI on edge devices will progress faster than people's imagination. He...
Monday 30 October 2023
GaN, SiC see promising future as EV, V2X take off
EVs require four times of gallium nitride (GaN) or silicon carbide (SiC) devices compared with traditional cars. At an EV forum held by DIGITIMES on October 27, John Wang, DIGITIMES...
Monday 30 October 2023
AI PC, AI phone market competition to heat up as Qualcomm, Apple, MediaTek unveil new chips solutions
Qualcomm's Snapdragon Summit 2023 has ignited a new round of competition in the AI PC and AI smartphone markets, with major competitors Apple and MediaTek set to unveil their new...
Monday 30 October 2023
EV tear-up findings of China auto chip localization: Q&A with UBS tech analyst Jimmy Yu
A recent UBS Evidence Lab's tear-up activity on a BYD Seal electrical vehicle showed that a high level of import substitution in automotive chips is taking place at China EV brands,...
Monday 30 October 2023
TSMC CoWoS capacity crucial to the AI GPU race between AMD and Nvidia
The ban on exports to China has been upgraded, not only expanding the range of AI chip specifications but also not giving Chinese companies time to stock up. It is worth noting that...
Monday 30 October 2023
MediaTek expects up to 15% revenue growth in 4Q23
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