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Friday 15 March 2024
Toppan plans to establish new FC-BGA plant in Singapore
Japan-based Toppan announced a plan to build a plant in Singapore for producing FC-BGA substrates used in chip packaging, with operations expected to begin by the end of 2026. If...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Tuesday 27 February 2024
2024 Industry Outlook (1): cross-discipline competitions and diversified business development
Newcomers to the industry are often intimidated by the flexibility and diversity of the strategies of the traditional large companies that are constantly responding to change. When...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Friday 16 February 2024
Meta says welcome aboard to Broadcom CEO Hock Tan
Meta has announced new board members.
Friday 16 February 2024
Nvidia is reportedly considering ASIC services
Nvidia is reportedly considering offering ASIC services, a development that could potentially affect Broadcom and Marvell, among others, according to industry sources in Taiwan.
Monday 29 January 2024
How can Broadcom jump to 2nd place in global semiconductor market capitalization ranking amid GenAI boom?
Over the past year, the electronics industry faced sluggish global demand, yet major semiconductor companies globally witnessed growth in market capitalization. According to data...
Tuesday 2 January 2024
2023 sees Nvidia reign as top chip company by market cap, Broadcom surpasses TSMC to claim second place
Over the past year, the global semiconductor industry has experienced lackluster demands in the downstream electronics sector. AI and geopolitical uncertainties have been driving...
Friday 22 December 2023
Apple's Wi-Fi chip self-development remains a challenging venture, according to industry assessment
Recently, there has been a lot of news on the market regarding Apple's Wi-Fi chips. This includes MediaTek products potentially entering the Apple supply chain through non-mainstream...
Friday 1 December 2023
Broadcom to cut almost 1,300 VMware jobs in California after takeover
Broadcom Inc. plans to fire almost 1,300 VMware Inc. employees in California following the completion of a $61 billion acquisition that pushed the chipmaker deeper into the software...
Monday 27 November 2023
Major suppliers preparing for fast-growing Wi-Fi 7 penetration rate in 2024
Although the overall networking IC sector is still in the inventory clearance phase and shipment momentum has not fully recovered, major platform operators are still intensifying...
Thursday 23 November 2023
Broadcom completes acquisition of VMware
According to PR Newswire, Broadcom announced it has completed its acquisition of VMware, a move to boost its enterprise software business.
Monday 30 October 2023
Yicai: SIA urges prolonging comment period for AI chip export control updated rule
After the Biden Administration announced the latest update on 2023 semiconductor export controls on October 17, trade associations and American enterprises have expressed concerns...
Thursday 28 September 2023
Wi-Fi 7 chip competition about to heat up
Chipmakers including MediaTek, Realtek Semiconductor, RF IC specialist RichWave Technology, and power management IC (PMIC) supplier M3 Technology (M3Tek) are gearing up for the industry's...
Friday 22 September 2023
Broadcom falls on report of Google weighing making AI chips
Broadcom Inc. shares fell following a report that Alphabet Inc.'s Google is considering dropping the company as a supplier of artificial intelligence chips as soon as 2027.
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Summary of Tech Supply Chain News!
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