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NEWS TAGGED SUPPLY CHAIN
Friday 22 October 2021
Supply-side factors may constrain 5G smartphone shipment growth in 2022
Supply-side factors, including particulary shortages of power management IC (PMIC) and other components as well as power cuts in China, are very likely to constrain the overall 5G...
Thursday 21 October 2021
India wooing PC vendors, ODMs to set up plants locally
India is striving to woo PC vendors and ODMs to set up production lines in the South Asian country, and its latest incentive is to give priority supply right for up to 50% of its...
Thursday 21 October 2021
Automotive IDMs to raise chip prices by 10-20% in 2022
Automotive IDMs have notified their clients about 10-20% price hikes for their chips starting 2022 as they continue to face mounting costs for raw materials, according to industry...
Wednesday 20 October 2021
Taiwan IC substrate makers cut into supply chain for new-gen Mac chips
Taiwan-based IC substrate suppliers, such as Unimicron Technology, have reportedly cut into the supply chain for Apple's custom-built silicon powering the next generation Macs, and...
Tuesday 19 October 2021
HPC chips to drive TSMC 2022 revenue growth
In addition to orders from Apple and MediaTek, orders for HPC processors from AMD and Nvidia will be another major driver for TSMC's revenue growth in 2022, according to supply chain...
Monday 18 October 2021
Orders for iPhone 13 series see no major changes until mid-November
Despite reports claiming Apple would cut its orders for the iPhone 13 series, sources from related camera module component suppliers have pointed out that their orders for October...
Monday 18 October 2021
Southeast Asia roundup: Samsung, Intel to restore full production in Vietnam in November
Children in the US and Europe are going to miss a pair of NIKE shoes for Christmas this year as manufacturing activities in Vietnam are lagging due to COVID. Consumer electronics...
Monday 18 October 2021
Chipmakers cautious about overbooking for consumer applications in 4Q21
Shipments of display driver ICs (DDI) for Chromebook and large-size TV applications are apparently slowing down on seasonality in the fourth quarter, but the supply of networking...
Friday 15 October 2021
Supply chain flexibility is crucial, says Cheney Wang, VP of supply chain and Taiwan GM of Latch
Latch was founded in 2014 by a group of former Apple employees and began trading on Nasdaq on June 7th, 2021 under LTCH. Through a SPAC listing, it raised $453 million and values...
Friday 15 October 2021
Automotive IC shortage to persist for next 2-3 years
The global shortage of automotive ICs is likely to last beyond next year until 2023 or even 2024, and automakers worldwide are trying all possible means to counter, according to industry...
Thursday 14 October 2021
China power restrictions to challenge supply chains in the long term
Supply chains are moving to cope with China's power reductions in one way or another, with the prospect the restrictions may become a long-term policy and will inevitably drive up...
Thursday 14 October 2021
Component suppliers see no cutback in orders for iPhone 13
Component suppliers for Apple's new iPhones have seen no cutback in orders thus far this year, in contrast to a media report indicating Apple may slash its projected iPhone 13 production...
Thursday 14 October 2021
Global unicorns surge in 2021: Interview with Richard Koo, principal at DNX, and Casey Lau, head of Asia at RISE
The number of newborn unicorns has again hit record levels in 2021, following a strong year in 2020. There are more than 800 unicorns around the world as of September of 2021. By...
Thursday 14 October 2021
Power and compound fab capacity to top 10 million wafers monthly in 2023, says SEMI
Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions, worldwide installed capacity for power and compound semiconductor fabs is projected...
Wednesday 13 October 2021
DRAM bit demand growth to decelerate in 2022
The overall DRAM bit demand is expected to surge over 15% in 2022, but the growth will be less significant compared to this year, according to industry sources.