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Monday 5 June 2023
GaAs PA suppliers upbeat about demand for niche applications
For suppliers of GaAs-based RF power amplifiers (PAs), market demand for handsets and other consumer electronics devices will remain weak, but demand for niche-market applications...
Monday 29 May 2023
Nvidia AI GPU dominance to bolster key supply partners TSMC, Foxconn
Nvidia has almost monopolized the hottest AI GPU market as the largest beneficiary of the ongoing global generative boom sparked by ChatGPT, which will significantly benefit its manufacturing...
Wednesday 24 May 2023
Samsung, SK Hynix may eventually suffer more than benefit from Micron sanction
With China formally imposing sanctions on Micron Technology, possible consequent impacts on Samsung Electronics and SK Hynix are fast drawing market concerns, and both Korean suppliers...
Tuesday 23 May 2023
Micron could lose US$3 billion in revenue injection from China
Micron Technology could lose an estimated US$3 billion in revenue from China as a result of the country's ban on Chinese enterprises working on critical infrastructure projects procuring...
Friday 19 May 2023
MediaTek struggles to grow mobile SoC biz
MediaTek is facing barriers in its efforts to expand its mobile SoC business, according to industry sources.
Tuesday 16 May 2023
Chinese MCU makers look to gain from import-substitution demand for consumer applications
Chinese MCU (microcontroller unit) suppliers, including Sino Wealth Electronic and GigaDevice Semiconductor, are striving to cash in on import-substitution demand in China and boost...
Thursday 11 May 2023
Specific auto chips from IDMs see hot sales in China at high prices
Automotive chip IDMs including STMicroelectronics, NXP, Infineon, and Texas Instruments have their respective most sought-after offerings, which have been in tight supply with prices...
Tuesday 9 May 2023
China homegrown autonomous driving chips gaining ground in domestic market
China's automotive-grade chip suppliers Horizon Robotics Technology and Black Sesame Technologies are in a position to rival Nvidia and Texas Instruments (TI) in both high- and low-computing...
Thursday 4 May 2023
Global smartphone shipments decline 13% in 1Q23; China market shrinks 11%
Global smartphone shipments declined 13% on year to 269.8 million units in the first quarter of 2023, according to the latest Canalys report. The drop in demand has begun to level...
Friday 14 April 2023
Terminal devices sales starting to show signs of turning around
There is a clear gap between upstream and downstream electronics and semiconductor players in terms of detectable market conditions, with the former slowing down capacity expansions...
Tuesday 11 April 2023
Japanese semiconductor equipment makers worse hit by export controls than western peers
Japan is set to officially tighten export controls on 23 semiconductor equipment items to China, starting in July, following the US-led containment against Chinese semiconductor industry...
Thursday 6 April 2023
Gudeng expects over 40% revenue surge in 2023
Gudeng Precision Industrial, a semiconductor front-end equipment manufacturer, expects its revenue to exceed NT$6.5 billion (US$211.1 million) in 2023 and rise further to top the...
Monday 27 March 2023
BYD production cut denting car chip sales from Taiwan suppliers
Leading Chinese automaker BYD reportedly is enforcing production cuts in response to sluggish China market demand, casting clouds over the shipment prospects for automotive chips...
Monday 27 March 2023
Novatek, Sitronix to hike DDI quotes by 10-15% in April
Taiwan's main display driver IC (DDI) suppliers, including Novatek Microelectronics and Sitronix Technology, are set to raise their quotes for some new offerings by 10-15% starting...
Research Report Database
Summary of Tech Supply Chain News!
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales
Server air cooling turning to 3D VC solutions for better efficiency, says DIGITIMES Research