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The signing of a long-term contract between Apple and Broadcom to develop 5G radio frequency (RF) components could easily drive outsiders to associate it with the "coopetition" relationships between the iPhone vendor and Qualcomm, but it is not Qualcomm but Skyworks that could bear the brunt of the event, according to RF chips supply chain sources in Taiwan.
The US government's expanded restrictions on the Chinese semiconductor industry have posed a significant challenge to the development of the local memory industry. However, through strong financial support from the government, the use of local semiconductor equipment products, and IPOs to raise capital, China's local industry is resisting the US sanctions and proceeding forward.
Automotive diode specialist Actron Technology plans to enhance its relationship with Mosel Vitelic, a 6-inch pure-play foundry, according to industry sources.
Despite the sharp fall in consumer-related business, thanks to the AI hype, Nvidia reported strong sequential growth in its data center business and is highly optimistic about the second-quarter performance.
Taiwan-based semiconductor equipment suppliers including Gudeng Precision Industrial, E&R Engineering, Marketech International, Nova Technology (Novatech) and Taiwan Mask have struck long-term supply agreements with Chinese chipmakers focusing on mature process manufacturing, according to industry sources.