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Electric vehicle (EV) vendors have moved to build their own chips or procure their own chips, according to sources at IC inspection labs, who are enthusiastic about demand from the EV sector.
With its sub-7nm process manufacturing, TSMC has won significant AI chip orders amid surging demand for generative AI applications, according to industry sources.
In response to increased competition from Chinese competitors, SiC substrate suppliers from Europe and the US have slightly lowered prices for Asian customers, according to industry sources.
Micron Technology could lose an estimated US$3 billion in revenue from China as a result of the country's ban on Chinese enterprises working on critical infrastructure projects procuring products from the US memory vendor, according to industry sources.
Infineon has announced the launch of two Euopean Union-wide three-year research projects dedicated to gallium nitride (GaN) integration and AI application.