CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Tuesday 1 October 2024
Memory contract price rally to slow in 4Q24
Memory contract prices are expected to continue their rally in the fourth quarter of 2024, albeit at a slower pace, according to market sources.
Tuesday 1 October 2024
Concerns grow over global DDI supply security after US lawmakers target Chinese panel manufacturers
Following recent geopolitical tensions, concerns regarding the supply chain security of technology products have intensified globally. The United States has expressed intentions to...
Tuesday 1 October 2024
Android smartphone SoC suppliers gearing up for AI application boom
Android smartphone manufacturers are getting ready to launch their new flagship AI-enhanced models, with competition among key SoC suppliers expected to intensify, according to industry...
Tuesday 1 October 2024
SK Hynix advances 16-layer HBM3E to maintain market lead
SK Hynix is expediting the development of 16-layer HBM3E (High Bandwidth Memory) to reinforce its leading position in the competitive HBM market, as challenges from rivals like Samsung...
Tuesday 1 October 2024
Samsung delays Taylor and Pyeongtaek fab construction amid global semiconductor slowdown
Samsung Electronics has reportedly delayed construction and equipment orders for its Pyeongtaek Phase 4 (P4) plant in South Korea and its second facility (T2) in Taylor, Texas. This...
Tuesday 1 October 2024
Micron sees explosive AI PC growth, customers stockpile memory inventories
Micron CEO Sanjay Mehrotra recently shared insights into the AI-powered PC market from a memory provider's perspective during the company's latest earnings call. He highlighted the...
Tuesday 1 October 2024
Venture capitalist joins Unisoc board
A Chinese venture capital heavyweight Datong Chen has been appointed to the board of directors of China-based IC design company Unisoc. Chen, chairman of Investment Committee, Hua...
Tuesday 1 October 2024
MCU firms cautious about 4Q24 prospects
Taiwan-based MCU firms generally remain cautious about their sales prospects for the fourth quarter of 2024, primarily due to the slow recovery in demand in China, according to industry...
Tuesday 1 October 2024
Strong AI chip demand to boost TSMC market share
TSMC is expected to see its global market share top 70% by 2026, thanks to strong AI chip demand, according to industry sources.
Monday 30 September 2024
South Korea's chip stockpiles shrink at fastest pace since 2009
South Korea's semiconductor stockpiles dwindled at the fastest clip since 2009 last month in a sign of sustained demand for high-performance memory chips used in artificial intelligence...
Monday 30 September 2024
China urges local companies to stay away from Nvidia's chips
Beijing is stepping up pressure on Chinese companies to buy locally produced artificial intelligence chips instead of Nvidia Corp. products, part of the nation's effort to expand...
Monday 30 September 2024
Intel's Smart Capital: lifeline or stranglehold on future growth?
Amid speculation surrounding a potential acquisition of Intel by Qualcomm, reports have surfaced indicating Apollo-managed funds, a key partner in Intel's "Smart Capital" initiative,...
Monday 30 September 2024
Micron's HBM capacity full until 2025, poised for multi-billion dollar revenue boost
The explosive growth of artificial intelligence (AI) has fueled a surge in demand for data centers, with Micron projecting the high-bandwidth memory (HBM) market to surpass US$25...
Monday 30 September 2024
Traffic and talent emerge as two major issues for JASM, with no short-term solution in sight
Taiwan's Minister of Economic Affairs J.W. Kuo led a delegation to Japan and visited the construction site of TSMC's Kumamoto plant (JASM) on September 24. He also met with the governor...
Monday 30 September 2024
Semiconductor expansion clashes with Taiwan's strained renewable energy supply
Taiwan's renewable energy sector has been hit hard by strict government regulations, causing significant delays in system installations. Market forecasts suggest that recovery may...