The automotive industry’s ongoing transition to electronic systems and electrification is creating a “tug-of-war” between new and established Tier-1 suppliers, known for supplying automotive systems and modules directly to carmakers. Among them, Chinese companies, representing the new Tier-1 team, are significantly gaining ground. In contrast, established Tier-1 suppliers from Europe, the US, Japan, and South Korea are battling to defend their positions and avoid slipping in the rankings.

Nanya Technology’s DDR4 inventory adjustment will improve quarter after quarter, bringing total fab utilization to more than 90%, according to the Taiwan-based DRAM memory maker.

Global high-end AI server shipments to soar 183% from a year ago in 2024 with the related supply chain all gearing up for the opportunity.