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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 10 August 2023
Parade expects PC market rebound to be minimal in 2H23
A substantial recovery in PC demand is unlikely to take place until 2024, according to Parade Technologies, which specializes in high-speed transmission chips. Parade chairman Ji...
Thursday 10 August 2023
Samsung, Intel continue to collaborate on vRAN solutions
Samsung Electronics has announced the expansion of its collaboration with Intel via a new product innovation agreement, enabling the companies to continue advancing virtualized radio...
Thursday 10 August 2023
US limits outbound investments in semiconductors, AI, and quantum tech in China
The Biden Administration announced an executive order to require investors to receive approval before investing in China's sensitive tech sectors, such as AI, semiconductors, and...
Thursday 10 August 2023
IC suppliers see delay in order pull-ins from telecom operators
The outlook for demand from new telecommunication tenders and bids in the second half of 2023 remains uncertain, prompting related chip suppliers to exercise caution and anticipate...
Wednesday 9 August 2023
Chinese RISC-V startups rise as market darlings, jostle for venture capital funds
Throughout the history of instruction set architectures (ISA), the once-dominant x86 architecture encountered stiff competition from Arm architecture in smartphone era. Now, it appears...
Wednesday 9 August 2023
Intel, Lenovo open co-engineering lab in Shanghai
Zheng Jiong (ZJ), senior director of client customer engineering for Intel China's client computing group (CCG), and his team of engineers make the one-hour journey across Shanghai...
Wednesday 9 August 2023
Samsung has all new Galaxy devices feature customized APs from Qualcomm
Samsung Electronics' newly unveiled foldable phones Galaxy Fold5/Flip5, as well as Galaxy Tab S9 series are all equipped with the Qualcomm's "Snapdragon 8 Gen2 for Galaxy" APs, which...
Wednesday 9 August 2023
Renesas to acquire Sequans through tender offer
Renesas Electronics and Sequans Communications, a provider of 5G/4G cellular IoT chips and modules, have signed a memorandum of understanding whereby Renesas will acquire Sequans...
Wednesday 9 August 2023
Wah Lee sees robust AI-triggered demand for semiconductor materials supporting advanced packaging
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server...
Wednesday 9 August 2023
PMIC supplier GMT seeks to complete inventory correction by 4Q23
Power management IC (PMIC) vendor Global Mixed-Mode Technology (GMT) is looking to return its inventory to normal levels in the fourth quarter of 2023.
Wednesday 9 August 2023
Chinese automakers' foray into SiC upstream production halted, yet industry remains optimistic
A leading Chinese EV manufacturer, which had earlier this year announced plans to invest heavily in the upstream processing of SiC semiconductors, has now cut its equipment orders...
Wednesday 9 August 2023
TSMC unveils plan for JV foundry in Dresden
TSMC has announced that it will invest alongside Robert Bosch, Infineon Technologies, and NXP Semiconductors in European Semiconductor Manufacturing Company (ESMC) in Dresden, Germany...
Wednesday 9 August 2023
For Nvidia and TSMC, China is still a major market they can't afford to give up
Despite the raging US-China technology conflict, neither Nvidia nor TSMC can afford to give up the enormous business opportunities presented by the Chinese market. However, the top...
Tuesday 8 August 2023
Topoint: PCB bottomed out; has stable demand in three major sectors
PCB drill manufacturer Topoint held its earnings call on August 4. Looking ahead to 3Q23, it stated that inventory clearance in the supply chain is approaching its end. Most customers...
Tuesday 8 August 2023
Realtek conservative about 2H23 prospects
IC design house Realtek Semiconductor is cautious about its sales prospects for the second half of this year, despite experiencing a substantial increase in revenue during the second...