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Wed, Jul 6, 2022
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Wednesday 6 July 2022
Taiwan GaAs foundries to see fab utilization rates rise in 3Q22
GaAs foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC) are both expected to see their fab capacity utilization rates pick up in the third quarter of 2022, according...
Monday 4 July 2022
Apple supply chain sees growing presence of Chinese makers
The growing presence of Chinese manufacturers in the supply chains for Apple devices will not necessarily promise profits from their assembly services, and it remains to be seen whether...
Friday 1 July 2022
TSMC sees clients scale back orders
TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry...
Tuesday 28 June 2022
Component makers kick off shipments for new iPhones
Component suppliers have kicked off recently their shipments for the next-generation iPhone series slated for launch later this year, according to supply chain sources in Taiwan.
Monday 27 June 2022
Competition poised to heat up in 3-horse race for 3/2nm processes
Foundry market competitions among TSMC, Samsung Electronics and Intel will heat up significantly as they are advancing to 3/2nm manufacturing nodes, and it seems that Samsung will...
Thursday 23 June 2022
Handset vendors see inventory swelling at channels
Channel dealers and retailers are suffering from excess smartphone inventories, casting a shadow on the overall handset market outlook for the second half of 2022, according to industry...
Wednesday 8 June 2022
New iPhone shipments reportedly unaffected by market slowdown
Despite market pessimism about smartphones, Apple's suppliers are positive about "iPhone 14" sales later this year, saying they have not received any notice about shipment delays,...
Wednesday 8 June 2022
Apple orders to drive TSMC revenue CAGR through 2025
Orders for Apple's custom chips will drive TSMC's revenue through 2025 with a CAGR of 15-20%, according to industry sources.
Tuesday 7 June 2022
Top foundries, OSATs meet HPC boom with more advanced packaging solutions
Handset chips supply chain players share the view that their 2022 shipments for the segment will at best stay flat at 2021 levels, but HPC chip demand will continue to grow for datacenter,...
Tuesday 7 June 2022
iPhone components makers expecting busy season
Taiwan-based makers of voice coil motors (VCMs) and other parts for iPhone 14 lineup are anticipating the normal busy season to start later this month, despite headwinds in the handset...
Tuesday 31 May 2022
Samsung leads in DRAM market share, Micron in technology
The latest IC Insight report shows the world's top-3 DRAM makers garnered a combined 95% global market share, with Samsung Electronics taking the lead with 44%, followed by SK Hynix...
Thursday 26 May 2022
BOE likely to keep place in Apple supply chain despite OLED design issue
BOE Technology is unlikely to be excluded from Apple's OLED panel supply chain although it has had issues with the design of OLED panels for the iPhone 13, according to supply sources...
Tuesday 24 May 2022
TSMC poised to sustain lead with integrated advanced processes in next decade
While chip manufacturing technology continues to advance toward sub-5nm processes, advanced packaging also has been widely recognized as a key segment to progress drastically with...
Thursday 19 May 2022
March handset sales fall in China
China's handset shipments came to about 21.46 million units in March 2022, down 40% from a year earlier, with 5G smartphone shipments falling 41% on year to 16.19 million units, according...
Wednesday 4 May 2022
Intel mulls adopting TSMC 5nm process in new Meteor Lake chips
Intel is evaluating a revision to its blueprints for the 14th Gen Core "Meteor Lake" CPUs by turning to TSMC's 5nm process family to manufacture all of the integrated chips, according...