Texas Instrutments has given a less optimistic outlook for the third quarter of 2021, but industry sources have claimed that TI still sees prolonged lead times. TSMC has disclosed it is in early talks with clients about the feasibility of constructing a fab in Germany, and industry observers say such a fab could be a boost to Europe's car supply chain. DIGITIMES Asia president Colley Hwang has just published the first of his latest series of analysis of the global IT supply chain.
TSMC is evaluating the feasibility of building more fabs overseas fabs, including Germany, according to the foundry house's chairman. Strong demand and tight capacity are sending foundry quotes rising. UMC is mulling raising service fees further by 10-15% in first-quarter 2022 for 40nm process. MIH CEO Jack Cheng believes the Foxconn-led open platofrm for EV development is revolutionzing the car industry.
India-based Reliance Industries to step into domestic production of PV modules
India's telecom operator Bharti Airtel is working with Intel for 5G networks, while the local EV and car electronics makets are expanding fast.
Taiwan-based pure-play foundries including TSMC, United Microelectronics (UMC), Vanguard International Semiconductor (VIS) and Powerchip Semiconductor Manufacturing (PSMC) are all gearing up for a boom in demand for automotive electronics by ramping up their output for related chips, according to industry sources.
India's largest car parts supplier Motherson Sumi Systems is riding the wave of automobile electrification. Placed 89th in DIGITIMES' Asia Supply Chain 100, Motherson Sumi might be able to reach its revenue goal of US$36 billion by 2025, despite the worldwide shortage of semiconductors and rising copper price.
Foxconn Electronics (Hon Hai), Foxtron Vehicle Technologies and Japan-based motor maker Nidec are in talks for establishing a Taiwan-based joint venture to develop, produce and market motor-based powertrains for use in electric vehicles (EVs) and automotive electromechanical products, according to Foxconn.
Several Taiwan-based ICT makers and associations will participate in establishing Taiwan Advanced Automotive Technology Development Association (TADA) soon, according to the initiator Frank Huang, chairman for wafer foundry service provider Powerchip Semiconductor Manufacturing.
The world's largest motorcycle manufacturer Hero MotoCorp is planning to expand its business into Battery as a Service (BaaS) and Vehicle as a Service (VaaS). According to Money Control's statistics, India-based Hero MotoCorp has 37% market share of India's gas-powered two-wheeler market.
Swancor Holding, given large demand from Europe, China and Taiwan, is expanding its production capacity for pultrusion carbon fiber plates, which are used to make blades of offshore wind turbines, according to the company.
Wistron expects revenue from car electronics to double this year. After having partnered up with three Chinese car makers including NIO, Wistron is now looking to gain more tier-1 Japanese OEM partners for new energy cars, according to David Shen, president of Wistron Smart Devices.