One of the snips of the article reveals NVIDIA has placed 30 percent more GPU orders for the quarter, and that foundry rival UMC has also restored production at its fabs:
Handset chipmakers Texas Instruments (TI) and Qualcomm have increased their second-quarter orders by 10-15%, the sources said. Meanwhile, Altera has placed 10% more orders for the coming quarter, as demand for field-programmable gate arrays (FPGAs) is rising amid China's deployment of 3G networks.
North America's switch to digital TV broadcasting has led to a substantial number of orders for network solutions, the sources noted. The foundry service provider also secured 30% more graphics chip orders from Nvidia for the quarter.
Rival United Microelectronics Corporation (UMC) has also restored production at its fabs, having received better-than-expected orders from IC design houses for the second quarter, indicated the sources.