ASE CEO Tien Wu said at the company's 2024 shareholder meeting on June 26 that the semiconductor industry will have better performance in the second half of 2024, thanks to the demand created by new applications including Artificial Intelligence (AI), robots, electric vehicles, energy and the Internet of Things (IoT).
IC distributor Weikeng Industrial has expressed optimism about the mid-to-long-term demand for automotive and AI device applications, estimating that supply chain inventory correction will gradually end for all applications.
Keysight, a provider of test and measurement instruments and software services, has formed a strategy team to address the opportunities and challenges associated with AI.
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1% to around 57,000 by the end of 2023.
Several China-based EV makers have used Nvidia's car chips in their vehicles. As Chinese automakers' reliance on US companies increases, the question of how US-China tension will affect the dynamic is drawing attention.
Kunlunxin, a spin-off of Baidu's chip and architecture department, has just received investments from Beijing's Municipal AI Industry Investment Fund. It is the sixth AI-related investment by the government fund.
Sony's automotive CMOS Image Sensor (CIS) business is rapidly growing due to increasing demand for cameras in automobiles and the need for better image quality and functionality. This growth has inspired the company to announce its goal of making its automotive CIS business profitable by fiscal year 2026 (April 2026-March 2027).
According to Kung-Yen Hsiao, spokesperson of Chin Poon, a major automotive PCB manufacturer, the global automotive market has seen a recovery after a significant freeze in the first quarter.
STMicroelectronics (ST) and Geely have announced a multi-year agreement for the supply of Silicon Carbide (SiC) devices and the establishment of a joint lab to collaborate on vehicle electrification and digitalization. This deal comes as China emerges as a major EV market that component suppliers cannot afford to ignore, with automakers increasingly forming direct relationships with these suppliers.
By collaborating with Horizon Robotics Technology, Sony is vying for a bigger presence in China's automotive CMOS image sensor (CIS) market, according to industry sources.
Nvidia CEO Jensen Huang said at a pre-Computex speech that Mercedes-Benz will adopt Nivida's Drive AV system in 2025 and other major carmakers will follow suit in 2026. While maintaining a leading self-driving chips and solutions provider, Nvidia is expected to face tough challenges in the coming years.
Microcontroller manufacturer Nuvoton Technology held its shareholders' meeting on May 28. The company reported that the PC market performed better than initially expected, and MCU orders are gradually returning.
In a bold display of military might, China initiated extensive drills encircling Taiwan on May 23, a clear signal to the newly inaugurated Taiwanese president, Lai Ching-te. The exercises, involving China's army, navy, air force, and rocket force, were described as a rehearsal for sea and air patrols, battlefield control, and precision strikes.
TSMC has started producing Tesla's next-generation Dojo AI training tiles with its InFO_SoW (Integrated Fan-Out System-on-Wafer) technology, aiming for a 40x increase in computing power by 2027 with a more complex wafer-level system, according to company sources.
NXP Semiconductors and Pegatron have announced plans to open a joint laboratory and work together on various automotive electronics applications. Their early partnership will concentrate on applications that can be implemented quickly, starting with smart cockpits.
Recently, Sravan Vanaparthy, Vice President of Industrial Power Division, Power Solutions Group (PSG) at On Semiconductor (Onsemi), had an exclusive interview with DIGITIMES Research to share Onsemi's views on the current development of SiC power semiconductors, as well as the trends and prospects of SiC power semiconductors next year and in the next 5 to 10 years.
Introspect Technology, a Canadian private company, introduced its M5512 GDDR7 Memory Test System, which is designed for testing GDDR7 memory controllers, GDDR7 physical layers, and GDDR7 SGRAM chips, less than one month after the graphics memory specification was announced in March 2024.
Infineon Technologies will supply Silicon Carbide (SiC) power modules HybridPACK Drive G2 CoolSiC and bare die products to Xiaomi's EVs, including the recently announced SU7, until 2027, according to the Germany-based chipmaker.
