China’s semiconductor supply chain was much “safer”, the country’s top economic planner said on Friday, signalling progress in the country’s…
Read More
AI server boom fuels record supply crunch for the ‘rice of electronics’
Global inventories of multilayer ceramic capacitors (MLCCs) – tiny components dubbed “the rice of the electronics industry” – have dropped…
Read More
Chinese AI chips fall short on coding, forcing firms to stretch scarce Nvidia supply
Chinese AI companies are optimising software to cope with surging demand for inference, as part of that workload still relies…
Read More
The next silicon? AI data centre material faces price spike amid China supply crunch
The artificial intelligence boom is driving demand for optical modules that enable ultra-fast data transmission in data centres, with the…
Read More
China’s MLCC supply chain expanding rapidly amid surge in global AI demand
China’s upstream supply chain for multilayer ceramic capacitors (MLCCs) – tiny components dubbed “the rice of electronics” – is racing…
Read More
The ‘rice of electronics’: how AI-driven demand for MLCCs triggered a supply bottleneck
Often dubbed “the rice of the electronics industry”, multilayer ceramic capacitors (MLCCs) are the smallest yet indispensable components powering modern…
Read More
Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars
Samsung Electronics and SK Hynix, South Korea’s two memory chip giants, are warning of a prolonged and severe global supply…
Read More
Asia’s chipmakers feel the heat as naphtha crunch hits photoresist supply
The distant geopolitical conflict in the Middle East is sending shock waves through Asia’s semiconductor industry, exposing fresh vulnerabilities in…
Read More
China’s CATL to invest US$4.4 billion in mining arm to secure EV battery supply chain
Contemporary Amperex Technology Ltd (CATL), China’s electric vehicle (EV) battery king, plans to earmark 30 billion yuan (US$4.4 billion) to…
Read More
Nvidia wins approval for Taiwan headquarters to secure AI chip supply
The Taiwan government has cleared Nvidia to establish a NT$3.3 billion (US$105 million) headquarters on the island that produces most…
Read More