DIGITIMES IT news
DIGITIMES IT news
Source: digitimes.com
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GaAs foundries mull price cuts to entice orders for handset PAs
GaAs (gallium arsenide) foundries are considering cutting their quotes to land power amplifier (PA) orders from RF IDMs, which are looking to replenish their inventories, according to industry sources.
Source: digitimes.com
AMD expected to occupy over 20% of server CPU market and Arm 8% in 2023, according to DIGITIMES Research
AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and server brands began finding that solutions from the number-2 maker growing superior to those of the long-time leader, according to Frank Kung, DIGITIMES Research analyst focusing primarily on the server industry, who anticipates that AMD's share will well stand above 20% in 2023, while Arm will get 8%.
Source: digitimes.com