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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...
Thursday 26 May 2022
UMC makes progress in new fab establishment
Pure-play foundry United Microelectronics (UMC) is making progress in the establishment of new 12-inch fabs at its manufacturing sites in southern Taiwan and Singapore, according...
Wednesday 25 May 2022
HP appointment of new supply chain head likely to bring changes
HP's appointment of Ernest Nicolas as its new chief supply chain officer is likely to significantly impact the related ecosystems, particularly notebook ODMs in Taiwan, according...
Wednesday 25 May 2022
NOR flash prices to trend downward in 2H22
NOR flash memory contract prices will likely trend downward in the second half of 2022, according to industry sources. Prices for low-density chips have started to drop in the second...
Monday 23 May 2022
SEA roundup: China lockdown disrupts supply chain in Thailand
Thailand is seeing delivery of goods delayed from China due to lockdowns in major ports; SpaceX's starlink is expected to kickstart in Malaysia and the Philippines next year.
Friday 20 May 2022
IC design houses bracing for cutback in orders from China handset brands
Taiwan-based IC design houses particularly LCD driver IC firms continue to see their China-based handset clients decelerate their pace of orders, bracing for a potential cutback in...
Thursday 19 May 2022
Arun Plus and CATL announce strategic collaboration in battery business to accelerate ASEAN EV supply chain
Arun Plus and Contemporary Amperex Technology (CATL) have signed a strategic MOU to explore potential cooperation and development opportunities in battery-related business in ASEAN,...
Thursday 19 May 2022
Commodity MOSFET inventories rising
Commodity MOSFET chip inventories have been rising, with related suppliers likely to come under pressure to offload their stockpiles starting the fourth quarter of 2022, according...
Wednesday 18 May 2022
WPG expects revenue, profit drops in 2Q22
IC distributor WPG Holdings expects to post sequential revenue and profit drops in the second quarter of 2022, due to the impact of COVID-induced lockdowns in China on both its supply...
Wednesday 18 May 2022
IPC makers start inventory adjustments
Taiwan-based industrial PC makers have moved to adjust their inventory levels amid the easing of chip and component shortages, according to industry sources.
Tuesday 17 May 2022
PWM IC suppliers continue to see supply constrained
Power management IC suppliers, including those engaged mainly in the consumer electronics field, continue to see their supply remain constrained, according to industry sources.
Monday 16 May 2022
Semiconductor shortage to ease for wireless communications, says research firm
Wireless telecommunications has escaped the worst effects of the semiconductor shortage, and that semiconductors for cellular infrastructure equipment will continue to dodge significant...
Friday 13 May 2022
Europe strives to restore chip supply leadership
The global semiconductor shortages have surfaced as early as 2019 when the US government imposed a ban on Huawei's products. The COVID-19 pandemic starting in 2020 exacerbated the...
Friday 13 May 2022
Posco to supply ProLogium with solid-state battery materials
South Korean steel manufacturer Posco has entered into an agreement with Taiwan-based solid-state battery developer ProLogium to supply cathode, anode, and solid electrolyte materials,...
Thursday 12 May 2022
PWM IC firms expect more available 8-inch fab capacities in 2023
With their bigger peers transitioning to 12-inch wafer manufacturing, Taiwan-based power management IC (PWM IC) suppliers expect more 8-inch fab capacities to be available to satisfy...