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Chinese media reported on May 30 that Texas Instrument, the leading analog chip maker, had lowered its chip prices in the China market in May. The media quoted a senior analog chip maker as saying that TI's price cut had no fixed rate of reduction or bottom line and that the company was trying to expand its market share in China by cutting prices before the full recovery of the semiconductor market.
Taiwan-based MCU suppliers continue to deepen their deployments in the automotive and industrial sectors, as demand from the consumer electronics sector remains weak, according to industry sources.
Nvidia has become the second American multinational semiconductor company to receive subsidies from the "Pilot Enterprise R&D Deep Dive Program" launched by the Department of Industrial Technology (DOIT) under the Ministry of Economic Affairs (MOEA) in Taiwan.
TSMC's CoWoS, ASE Technology's FOCoS, and other advanced packaging technologies are expected to draw an influx of orders for AI and HPC processors, according to industry sources.
TSMC is widely regarded as the driving force behind AMD and Nvidia's recent success in eroding Intel's share of the data center processor market.