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NEWS TAGGED CHIPS + COMPONENTS
Thursday 21 November 2024
SSD sales to outperform DRAM module sales in 2024
SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales...
Thursday 21 November 2024
Edom monitors infrastructure development; partners with Nvidia on industrial control, healthcare
IC distributor Edom Technology projects that current trends will extend into 2025, with AI remaining the industry's core focus. The company is actively monitoring infrastructure developments...
Thursday 21 November 2024
IC design houses see Chinese government subsidies stimulate demand
Chinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that...
Thursday 21 November 2024
SK Hynix closes in on Samsung with NAND market share set to top 20%
SK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry...
Thursday 21 November 2024
Apple and Xiaomi lead China's Single's Day sales with Honor gaining ground
China's Single's Day shopping season expanded to a full month this year. While overall sales momentum appeared lackluster amid reports of discount exploitation and high return rates,...
Thursday 21 November 2024
Taiwan govt to leverage semiconductor and AI advantages for US tariff exemption talks
President-elect Donald Trump's proposed 10–20% tariff on all US imports, including those from Japan, South Korea, and Taiwan, has prompted Taiwan's government to prepare negotiations...
Thursday 21 November 2024
Japan expected to announce additional US$1.3 billion investment in Rapidus
Reports from Kyodo and Nikkei indicate that the Japanese government intends to invest around JPY200 billion (approx. US$1.3 billion) in Rapidus during the fiscal...
Thursday 21 November 2024
TSMC quietly forms advanced packaging supply chain cluster in Southern Taiwan
TSMC is strategically developing a dedicated supply chain cluster on 30 hectares (300,000 square meters) of land in Southern Taiwan Science Park (STSP) to strengthen its advanced...
Thursday 21 November 2024
GlobalFoundries cements Chips Act deal for US$1.5 billion grant
The Biden administration has finalized Chips Act incentives for GlobalFoundries (GF), awarding the chipmaker US$1.5 billion in grants to support US factories as part of a broader...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Thursday 21 November 2024
China accelerates chip independence push in face of Trump 2.0
China's semiconductor industry is intensifying its drive toward self-sufficiency through expanded state funding and domestic innovation, particularly as Donald Trump's return to the...
Thursday 21 November 2024
Samsung expands Suzhou packaging investments to bolster HBM competitiveness
Samsung Electronics is bolstering its HBM competitiveness through significant investments in advanced packaging. Upgrades are underway at its Cheonan facility in South Korea, and...
Thursday 21 November 2024
Trump's tariff could spur development of 10 new US wafer fabs
President-elect Donald Trump has suggested implementing tariffs to address various economic issues, though the specifics of these policies remain uncertain until key appointments,...
Thursday 21 November 2024
Rohm delays SiC plant amid EV slowdown
Rohm Semiconductor is grappling with a significant slowdown in the electric vehicle (EV) market, leading to reduced semiconductor demand and an unexpected financial loss.