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Friday 21 April 2023
TSMC betting on Apple orders to bolster 2H23 growth too risky, say observers
TSMC's latest earnings call conference has released mixed messages in the eyes of market observers. On the one hand, they are upbeat about the foundry maintaining its capex for the...
Tuesday 18 April 2023
Chip suppliers see slight pick-up in orders for Android smartphones
Radio-frequency (RF) and power amplifier (PA) chip suppliers have noticed a slight pick-up in orders for Android smartphones as related brand vendors prepare for China's approaching...
Monday 27 March 2023
Arm to change license fee charging formula, heaping pressure on chipmakers
British silicon IP provider Arm reportedly has notified its major customers about a sharp adjustment in its future licensing fee collection mechanism starting 2024, when the fee will...
Tuesday 14 March 2023
IC verification labs see demand pick up for system vendors' self-developed chips
The efforts of system device vendors to develop new chips in-house have been stalled since the third quarter of 2022, but they have recently resumed their "acceleration track," according...
Thursday 9 March 2023
ICT's anticipated surge of orders falls short of ChatGPT buzz
ChatGPT has sparked an AI frenzy. While industry experts pointed out that long-term growth is expected, there has been no visible surge in orders from customers. Hock Tan, CEO of...
Friday 3 March 2023
Semiconductor market in decline despite record 2022
The semiconductor market ascended to an all-time high in 2022, with total revenue reaching US$595.7 billion, just surpassing the previous year's record revenue of US$592.8 billion...
Thursday 2 March 2023
Qualcomm, MediaTek heat up competition in Wi-Fi 7 and satellite communications
At MWC 2023, Qualcomm and MediaTek have seen direct confrontations between their product lines for almost all applications, such as 5G-related communication technologies, AIoT solutions...
Thursday 2 March 2023
400G optical communication solutions entering growth period in 2023
Despite uncertain macro environments worldwide, 400G (Gbps) optical communications solutions will enter a growth period in 2023, which will enable many related players including LuxNet...
Thursday 19 January 2023
Wi-Fi 6E penetration in PCs to rise on new MacBook Pro adoption
The new 14-and 16-inch MacBook Pro models just unveiled by Apple both support the newest Wi-Fi 6E (802.11ax) wireless communication standard, which is expected to notably drive up...
Thursday 19 January 2023
IC inspection labs positive about wireless device demand
As the industry upgrades to faster connectivity technologies, such as 5G NR and Wi-Fi 6/6E, IC inspection labs remain optimistic about wireless communication device demand in 2023.
Wednesday 11 January 2023
TSMC obtains 3nm chip orders from Broadcom
Broadcom has placed 3nm chip orders with TSMC, joining Apple, Qualcomm, MediaTek, Nvidia and AMD in queue for the foundry's N3 and N3E process manufacturing, according to sources...
Tuesday 10 January 2023
Apple plans to drop key Broadcom chip to use in-house design
Apple Inc.'s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation,...
Wednesday 21 December 2022
Broadcom's $61 billion VMware deal faces in-depth EU probe
Broadcom Inc.'s proposed $61 billion takeover of cloud-computing company VMware Inc. faces an extended European Union review, after EU regulators warned that the deal could lead to...
Tuesday 20 December 2022
US fabless chipmakers outperform Asian peers as consumer IT market weakens
In a recent TrendForce ranking of global top ten IC design houses, one can see that semiconductor sectoral performances vary greatly, even though the industry in general is going...
Tuesday 6 December 2022
Intel CEO to meet Taiwan partners
Intel CEO Pat Gelsinger will come to Taiwan before traveling to South Korea to meet the company's local partners, mainly those engaged in the PC and server industry supply chains,...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research