News & Updates
In-depth analysis, sourcing intelligence, and procurement strategies for the global semiconductor supply chain.
Big Tech’s AI Monopoly & the Cost of Cutting-Edge
The pace of AI R&D continues to heat up as costs inevitably rise. What does this mean for the future of frontier AI research? This…
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Huawei’s New Ascend Series Chip—A Challenge for Nvidia?
China’s AI Chip Breakthrough Challenges US Dominance Chinese tech giant Huawei has unveiled its latest AI chip, the Ascend 910C which is set to launch…
Are You a Woman in Tech? Understanding and Navigating the Gender Pay Gap
Are you a woman in tech? Chances are, you’re being underpaid. On average, women earn roughly 80 to 84 cents for every dollar a man…
What Tesla’s Most Recent Earnings Call Tells Us About Its Chip Strategy
In Tesla’s much-anticipated earnings call on July 23, 2024, an optimistic Elon Musk shed light on the company’s evolving strategy on AI chips. As most readers likely…
How NVIDIA Rules the AI Chip Market?
In the ever-evolving landscape of artificial intelligence (AI), one company stands out for its unparalleled influence and innovation: NVIDIA. From its inception as a gaming…
The USA National Strategy on Microelectronics Unveiled.
In a bold move aimed at revitalizing America’s semiconductor industry, the US government has unveiled its National Strategy on Microelectronics Research. This comprehensive strategy, published…
Malaysia Emerges as Key Player in Semiconductor Supply Chain
Malaysia is rapidly emerging as a pivotal hub in the global semiconductor supply chain, attracting significant investments from multinational corporations seeking to diversify their operations.…
The Global Power Semiconductor Market: Trends, Growth, and Projections
The power semiconductor market is poised for substantial growth in the coming years, with projections indicating a significant rise in market size. According to a…
LED Packaging Market Set to Shine with 3.9% CAGR
The LED packaging market is poised for significant expansion, projected to grow at a steady compound annual growth rate (CAGR) of 3.9% from $16 billion…
U.S. Invests $1.5 Billion in GlobalFoundries
Amidst the ongoing global chip shortage, the Biden administration’s recent announcement of a $1.5 billion award to GlobalFoundries signifies a significant move towards revitalizing semiconductor…