Japanese companies fled Russia amid war with Ukraine and subsequent economic sanctions. Toshiba worried supply of semiconductor materials from Ukraine might be disrupted; Panasonic...
The price of raw materials such as copper, aluminum, and nickel have soared since the outbreak of the Russia-Ukraine war, but components manufacturers have remained calm.
Taiwan-based IC design houses are striving to reach long-term supply agreements with their notebook customers to support the order commitments required by their foundry partners,...
The global supply of NAND flash memory is expected to be significantly tight between mid May and the end of June, due mainly to a substantial cutback in output at Kioxia-Western Digital...
Despite the ongoing shortage of non-memory chips and components, which is unlikely to improve as a whole until 2023, memory chip vendor Micron Technology remains optimistic about...
Taiwan's semiconductor supply chain remains unscathed by the ongoing Russia-Ukraine war, but experts are wary that worldwide economic development may suffer and...
TSMC has suspended all chip supplies to Russia, mainly those for defense and military applications, to comply with new export control rules announced by Taiwan's government.
Taiwan-based companies engaged in the supply of compound semiconductor power amplifiers (PA) for defense applications are optimistic about demand in the long term, according to industry...
After surging 36% in 2021, semiconductor industry capital spending is forecast to jump 24% in 2022 to a new all-time high of US$190.4 billion, according to IC Insights.
The upstream supply chains of handsets and notebooks are expected to witness order cuts starting in the second quarter of 2022 as demand for the related end products continues shrinking,...
NAND flash vendors' cautious attitudes towards capacity expansion and a substantial cutback in output at Kioxia-Western Digital JV fabs in Japan will flip the market into undersupply...
The Russia-Ukraine conflict, geopolitics, and ESG (environment, social, and corporate governance) compliance are accelerating the tendency of the global semiconductor supply chain...
Taiwan-based chipmakers have already developed their flexibility to seek alternative sources and expect the Russia-Ukraine conflict to have a limited impact on their supply chains,...
Micron Technology and Western Digital have raised their NAND flash prices by about 10%, which is about to trigger increases in both spot and contract market prices, according to industry...
