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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 21 July 2023
Automotive chip shortage may be less severe, but suppliers unlikely to cut output
Mixed signals have been seen in the car market since the second quarter of 2023, with supply in some automotive chip segments reportedly improving and prices falling. But chip suppliers...
Friday 21 July 2023
IC design houses continue to monitor inventory controls
IC design companies will continue to manage inventory levels through the fourth quarter of 2023 cautiously, setting the tone for the performance of the semiconductor industry during...
Friday 21 July 2023
AMD's global server CPU market share tops 25%, says Lisa Su
As the market's attention is focusing on AMD's confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter...
Thursday 20 July 2023
Samsung foundry rumored to be in partnership with Tenstorrent and Groq
Samsung's semiconductor foundry business has reportedly initiated chip development collaborations with AI chip startups Tenstorrent and Groq, targeting the AI market and aiming to...
Thursday 20 July 2023
Wus Printed Circuit conservative about 2H23 prospects
PCB manufacturer Wus Printed Circuit has expressed caution regarding its operations in the second half of this year, but sees potential growth in AI server demand.
Thursday 20 July 2023
MicroBT launches cryptomining machines with 3nm ASIC
MicroBT has released its 3nm ASIC miners, but supply is limited probably due to insufficient yield rates at its IC foundry partner, according to industry sources.
Thursday 20 July 2023
TV vendors purchasing LCD panels aggressively in 3Q22
Branded TV vendors have recently stepped up their procurements of LCD panels amid a growing concern that panel prices will likely continue to rise due to the approach of the traditional...
Thursday 20 July 2023
Rising EV penetration to boost automotive PCB demand
As electric vehicles (EV) gain market share, demand for automotive PCBs is expected to surge, according to industry sources.
Thursday 20 July 2023
IC inspection labs see demand visibility extended to 2024
IC analysis and inspection labs have seen demand visibility from system device vendors and IP design service providers extended to 2024, attributed to increased R&D investment...
Thursday 20 July 2023
Long lead time for US network chip giants opens the door to Taiwan-based competitors
Broadcom and Marvell continue to operate on extended delivery schedules, even though the chip shortage has largely been addressed. Despite the alleviation of the supply-demand imbalance...
Thursday 20 July 2023
Ethernet IC demand rising rapidly
Demand for Ethernet ICs has been increasing rapidly in line with relentless updates of various Internet devices and applications, driving more suppliers, including Taiwan-based IC...
Thursday 20 July 2023
System vendors seeking collaboration with ASIC design companies
System device vendors are pursuing collaboration with ASIC design companies in anticipation of a surge in chip demand for artificial intelligence (AI) servers and related edge device...
Thursday 20 July 2023
AMD relies on its Taiwan supply chain, says CEO
AMD CEO Lisa Su stated during a press conference in Taipei on July 19 that the company is heavily reliant on its Taiwan supply chain. AMD will continue to rely on TSMC and other important...
Thursday 20 July 2023
Cloud service providers perceive AMD's AI chip as alternative to Nvidia, say sources
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...
Wednesday 19 July 2023
RAMP-C program on Intel 18A adds 2 strategic defense industrial base customers
According to Intel, Boeing and Northrop Grumman have joined phase two of the Department of Defense's RAMP-C program, which aims to facilitate a leading-edge US foundry ecosystem on...