MCU specialists such as Holtek Semiconductor, Nuvoton Technology, and Generalplus Technology all experienced modest sequential revenue growth in May, despite the fact that demand for consumer electronics as a whole has yet to recover significantly.
The recent partnership between STMicroelectronics and China-based Sanan Optoelectronics is the latest case showing the European automotive supply chain is striving to gain a presence for its SiC devices in China.
Taiwan-based CMOS imagery sensor (CIS) packaging giant Tong Hsing Electronics, an affiliate of the Yageo Group, has been working actively to make adjustments to its shareholding in its joint venture XSemi with Foxconn Electronics (Hon Hai Technology Group) to maximize the resources invested, said president of Tong Hsing and XSemi CS Chang during a recent company investor conference.
In the annual sessions of the National People's Congress (NPC) and the National Committee of the Chinese People's Political Consultative Conference (CPPCC), the so-called "Two Sessions" that ended in March, the focus was undoubtedly on the autonomy of semiconductor technology. But AI was also mentioned quite a few times.
Competition in the AI GPU market is heating up between Nvidia and Advanced Micro Devices (AMD), as data center firms look to diversify AI GPU sources and AMD's MI300 offers another alternative.
Realtek Semiconductor has filed a federal lawsuit in the Northern District of California against MediaTek, Future Link Systems, and Future Link's parent company, IPValue Management, alleging that patent assertion entities (PAE) Future Link and IPValue conspired with MediaTek and violated the federal Sherman Act and California's Unfair Competition Law by entering into an illegal "bounty" agreement that incentivized Future Link to improperly sue Realtek.
Display driver IC specialist Novatek Microelectronics and Network IC vendor Realtek Semiconductor have reported May revenues that meet market expectations.
Inventec Corp., a Taiwan-based original design manufacturer for PCs and servers, disclosed that its AI accelerator VectorMesh has attracted several top-10 IC design companies in Taiwan, and ICs with the accelerator inside is expected to be manufactured in Q4 of 2023.