News & Updates
In-depth analysis, sourcing intelligence, and procurement strategies for the global semiconductor supply chain.
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…
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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…
Taiwan Accuses China of Unethical Practices in Chipmaking
In a recent interview with Reuters, Taiwan’s diplomat in Washington, Alexander Yui, made serious allegations against China, accusing its chipmakers of resorting to dishonest methods,…
Sony and Toyota Back TSMC’s Plan to Open Second Factory in Japan
Taiwan Semiconductor Manufacturing Co. (TSMC) recently announced plans to establish a second manufacturing plant in Japan, backed by Sony and Toyota. This move signifies a…
Intel and UMC Partnership: A Strategic Shift in the Semiconductor Industry
Intel’s recent collaboration with Taiwan’s UMC to manufacture chips at its Arizona fabs reflects a significant transformation in the semiconductor industry. The partnership not only…