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Global supply chain: Key components
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IN THE NEWS
Tuesday 29 August 2023
IC design houses conservative about automotive demand in China
Automotive chip demand in China has recently stabilized, but related IC design firms remain cautious, according to industry sources.
Monday 28 August 2023
How will US export curbs take tolls on Nvidia revenue from China market?
At its latest earnings release conference, Nvidia proactively reiterated that if the US government restricts the company from selling high-end AI GPUs to China, it would result in...
Monday 28 August 2023
Taiwan's PCB maker SynPower targets 2023 Taiwan Stock Exchange listing
PCB equipment manufacturer SynPower has recently secured approval to be listed on the Taiwan Stock Exchange (TWSE), aiming to become publicly traded by the conclusion of 2023. In...
Monday 28 August 2023
III-V semiconductor players see increased orders for niche applications
Against modest demand for compound semiconductors used in mobile phone power amplifiers (PA), there is still stable demand for defense and other niche applications, and Taiwan's major...
Monday 28 August 2023
China GPU firms aim at AI chip orders in the long term
Despite Nvidia's whooping 90% share in the high-end AI GPU sector, China-based GPU chip makers are still keen on contracting their customers frequently to improve their products,...
Monday 28 August 2023
Qualcomm, MediaTek push forward with edge AI to revitalize struggling smartphone market
After Qualcomm collaborated with Meta for on-device AI applications, MediaTek quickly followed suit, implying an intensifying competition between the mobile SoC giants amid a weak...
Monday 28 August 2023
Weekly news roundup: Japan's most likely export control to China and other top stories
These are the most-read news stories in the week of August 21-25, 2023 on DIGITIMES Asia website:
Friday 25 August 2023
Volkswagen purchases strategically important semiconductors directly from manufacturers
Carmaker Volkswagen has taken a new strategy to secure semiconductors. The company said it will purchase strategically important semiconductors directly from manufacturers. The move...
Friday 25 August 2023
Montage, H3C team up for CXL storage technology
Montage Technology, a Chinese manufacturer of memory interface devices and PCIe retimer chips, is collaborating with H3C, a Tsinghua Unigroup-affiliated company, to promote Compute...
Friday 25 August 2023
IC distributor ANStek to see sales hit bottom in 3Q or early 4Q
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, expects its revenue to hit bottom for 2023 in the third or early fourth quarter...
Friday 25 August 2023
Taiwan boosts tech budget by 18% for AI and IC research needs
Taiwan's Executive Yuan approved the central government budget for FY2024 and will submit it to the Legislative Yuan for review. A total of NT$561.2 billion (US$17.62 billion) is...
Friday 25 August 2023
Samsung's next step after getting first customer for Taylor TX fab
Samsung Electronics, having obtained its first customer for its Taylor, Texas fab, is expected to increase its business in semiconductor foundry services. However, the competition...
Friday 25 August 2023
SiFive shares views on Chinese market and the era of vertical semiconductor
The open-standard instruction set architecture (ISA) RISC-V has been integral to China's IC design development as it pursues greater autonomy. The currently ongoing RISC-V Summit...
Friday 25 August 2023
ASE, KYEC brace for revenue decreases in 2023
OSATs ASE Technology and King Yuan Electronics (KYEC), both of which reportedly are in the supply chain for Nvidia's AI chips, are likely to experience revenue declines in 2023 despite...
Friday 25 August 2023
MediaTek leverages Meta LLM to enhance on-device generative AI in edge devices
MediaTek has announced that it is working closely with Llama 2, the next-generation open-source large language model (LLM) developed by Meta. Using Meta's LLM along with MediaTek's...