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Wednesday 24 April 2024
TI gives solid 2Q24 outlook despite slumping results
Despite declining performance, Texas Instruments (TI) has announced second-quarter revenue forecasts surpassing expectations. The results indicate an increasing demand for TI's analog semiconductors, marking a potential turnaround after a prolonged slump in the semiconductor industry.
Wednesday 24 April 2024
Self-driving chips to draw attention at Beijing auto show
Self-driving chips are expected to be a focal point at the forthcoming Beijing International Automotive Exhibition.
Wednesday 24 April 2024
More Taiwan IC design businesses leaving entry-level market in China
More Taiwan-based IC design houses are pulling out of the entry-level market segment in China, where the government encourages self-sufficiency for at least commodity chips, according to industry sources.
Wednesday 24 April 2024
Automotive chip demand slowing down
Automotive IC demand is slowing down, despite its positive long-term prospects, according to sources at Taiwan-based IC design houses.
Tuesday 23 April 2024
ASML eyes Dutch expansion after government commits €2.5 billion
ASML Holding NV is weighing options to expand its presence in the Netherlands after the government committed €2.5 billion ($2.7 billion) to infrastructure and education spending in the region where the company's headquarters are located.
Tuesday 23 April 2024
Novatek to re-elect board directors; UMC not on candidate list
Novatek Microelectronics, a specialist in Display Driver ICs (DDI), has recently revealed a list of Board of Directors (BOD) who will be reelected. Nevertheless, United Microelectronics (UMC) is excluded from the list.
Tuesday 23 April 2024
Alcor Micro shifting focus to ASIC and IP services
Alcor Micro, an IC design subsidiary of Egis Technology Group, is shifting its focus to the ASIC and IP industries after acquiring StarRiver Semiconductor, with efforts expected to bear fruit this year.
Tuesday 23 April 2024
Himax expects edge AI chip sales to climb
Taiwanese Display Driver IC (DDI) manufacturer Himax Technologies expects the proportion of revenue from its WiseEye series of edge AI chips to climb to more than 10% in 3-5 years.
Tuesday 23 April 2024
What factors lie behind system assembly changes for Nvidia's next-gen servers?
With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers to begin shipping at the end of 2024 alongside the launch of the next-gen GPUs, while mass shipments are expected to begin in 2025.
Monday 22 April 2024
Raimondo says Huawei's chip breakthrough is years behind US tech
US Commerce Secretary Gina Raimondo said Huawei Technologies Co.'s latest phone shows that China remains behind on cutting-edge chip technology.
Monday 22 April 2024
Nvidia to help Japan's AIST build quantum supercomputer
Nvidia announced that Japan's new quantum supercomputer — designed to advance the nation's quantum computing initiative — will be powered by Nvidia platforms for accelerated and quantum computing.
Monday 22 April 2024
Samsung doubles AP developers, introduces Google's Gemini Nano 2 into Galaxy S25
Samsung has announced plans to double the number of software developers for mobile Application Processors (APs) within the next 2-3 years.
Monday 22 April 2024
Cadence says core EDA and IP domains are its India R&D center's focus
To drive the technologies and products of the future, creative companies rely on end-to-end solutions across chips, IPs, packages, PCBs, and systems to meet strict design requirements and deliver superior products.
Monday 22 April 2024
Weekly news roundup: Foreign suppliers concerned about China's chip equipment industry scaling through import substitution
These are the most-read DIGITIMES Asia stories in the week of April 15 - April 19.
Monday 22 April 2024
India roundup: Arm explains why it's excited about India
Global semiconductor firms, including Arm, expressed optimism about India. DIGITIMES Research observed that industrial PC vendors are diversifying into Southeast and South Asia.
Friday 19 April 2024
Beat Nvidia with RISC-V? Samsung expands its AI chip unit in Silicon Valley
Samsung Electronics is reportedly expanding its artificial intelligence (AI) chip design research organization in Silicon Valley to challenge Nvidia, the current leader in the AI semiconductor market, by developing AI chips based on the RISC-V architecture.
Friday 19 April 2024
TSMC's earnings call points to AI HPC as sole driver
TSMC offered its take on market developments at its quarterly earnings call on April 18: while demand for AI-related high-performance computing (HPC) continues to grow, the same cannot be said for other applications.
Friday 19 April 2024
TQP to dedicate all capacity of its new plant to TSMC's 3nm advanced processes
Topco Quartz Products (TQP) is a joint venture between Topco Scientific (TSC) and Shin-Etsu Quartz. TQP's new plant in southern Taiwan, whose opening ceremony was held on April 18, will dedicate all of its capacity to TSMC, boosting the firm's capacity by 50% and potential annual revenue by NT$2 billion (US$61.59 million).
Friday 19 April 2024
Samsung top execs visit Taiwan flash controller companies
Samsung Electronics' top executives, led by co-CEO Kyung Kye-Hyun, recently visited Taiwan to meet with local suppliers such as Silicon Motion Technology, a major manufacturer of NAND flash controllers and a long-standing partner of Samsung, according to industry sources.
Thursday 18 April 2024
Micron poised to get over $6 billion in chips grants in announcement next week
Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil.
Thursday 18 April 2024
Despite terrible initial reviews for Ai Pin, IC design sector still optimistic about prospects of HMI innovation
The initial reviews for the Ai Pin have not been favorable, with many highlighting the device's hardware flaws and impracticality.
Thursday 18 April 2024
GenAI-capable smartphone shipments to quadruple
According to a recent Counterpoint Research report, the share of GenAI smartphones in overall smartphone shipments would reach 11% by 2024 and 43% by 2027, passing 550 million units in 2027 with 4X growth.
Thursday 18 April 2024
India considers Nvidia GPU purchase to boost local AI ecosystem under IndiaAI Mission
After introducing the INR100 billion (US$1.2 billion) IndiaAI Mission, the Indian government is reportedly considering procuring Nvidia GPUs to help grow the local AI ecosystem.
Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With more than half of the direct subsidies in their coffers, they are mandated to introduce cutting-edge 2-nm production lines on American soil.
Thursday 18 April 2024
Taiwan IC design firms seek overseas talent
The shortage of IC design talent continues to be a problem, leading Taiwan-based IC design firms to look into government and academic resources to hire overseas talent, focusing on Southeast Asia and Eastern Europe.
Research Report Database
Summary of Tech Supply Chain News!
Geopolitics may bring dramatic shifts in semiconductor industry
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research