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Dec 20, 10:58
The US government releases first-ever quadrennial supply chain review
The White House issued what it describes as the inaugural Quadrennial Supply Chain Review on December 19, 2024, which the incumbent Biden-Harris Administration says represents its efforts to strengthen economic security and build resilient supply chains.
Etron Technology's subsidiary eYs3D Microelectronics has achieved new milestones in visual sensing technology with the launch of multi-sensor control chips for robots and unmanned vehicles. The company's solution includes a proprietary AI platform featuring multimodal vision-language model (VLM) capabilities, providing clients with a comprehensive reference design for testing.
The edge AI computing sector reached a crucial maturity milestone in 2024, with 2025 expected to witness large-scale edge AI implementation, according to Etron Technology chairman Nicky Lu.
Broadcom's stellar performance and outlook have energized the ASIC market, prompting numerous companies to enter the AI chip arena. The industry sentiment has shifted from overwhelming support for Nvidia to optimism about ASIC chips driving the next wave of AI demand. Cloud service providers are already working to reduce their dependence on Nvidia, as the surge of ASIC developers threatens to disrupt Nvidia's AI chip dominance and intensify competition for AMD.
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across the global semiconductor industry. As one of the world's largest markets for semiconductor equipment, China's declining demand is compelling major international players to revise their strategies.
Rafael Microelectronics has outlined its revenue performance for 2024 and future growth strategies, highlighting steady shipment and revenue growth for its wideband RF product line, driven by a solid customer base and increasing penetration with global brands.
The landscape of Japan's automotive industry faces potential reshaping as Honda and Nissan explore integration possibilities, complicated by Foxconn's reported interest in acquiring Nissan shares. This development could significantly impact both automakers' strategies in addressing the competitive electric vehicle (EV) market landscape.
At a Bluetooth audio technology seminar on December 18, 2024, Airoha discussed current trends and provided perspectives on market development and competition. The company emphasized the increasing importance of integrating AI into Bluetooth devices to meet customers' demands for "hearing clearly and speaking distinctly."
Apple has halted work on a project to build an iPhone hardware subscription service, according to people familiar with the matter, retreating from an attempt to change the way consumers buy its flagship device.
Rapidus shared progress on its 2-nanometer (nm) chip production preparations at SEMICON Japan 2024, highlighting its innovative AI-enabled overhead transport system. The company remains on schedule for trial production in April 2025, while IBM emphasized the chips' significant power efficiency advantages.
CDUs become new bottleneck in GB200 server mass production
Dec 19
Long delivery times for cooling distribution units (CDU) are reportedly why increased production of GB200 server racks has been delayed from the first quarter of 2025 to the second quarter, opening up new opportunities for Taiwanese manufacturers, according to cooling solution players.
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it continues to secure customers and develop HBM4.