Major memory vendors Samsung Electronics, SK Hynix, and Micron Technology are fiercely competing to win orders for next-generation High-Bandwidth Memory (HBM) chips from Nvidia and...
Broadcom anticipates that AI chip revenue will contribute 35% to its semiconductor revenue in 2024, up sharply from 15% in 2023. The AI revenue for the year is estimated to soar past...
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...
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...
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...
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...
Nvidia is reportedly considering offering ASIC services, a development that could potentially affect Broadcom and Marvell, among others, according to industry sources in Taiwan.
Over the past year, the electronics industry faced sluggish global demand, yet major semiconductor companies globally witnessed growth in market capitalization. According to data...
Over the past year, the global semiconductor industry has experienced lackluster demands in the downstream electronics sector. AI and geopolitical uncertainties have been driving...
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...
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...
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...
