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NEWS TAGGED SUPPLY
Tuesday 1 March 2022
Upstream supply chain expects order reduction for handsets, notebooks
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,...
Tuesday 1 March 2022
NAND flash supply falling short of demand
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...
Friday 25 February 2022
Supply chain regionalization: Russia-Ukraine, Geopolitics, ESG
The Russia-Ukraine conflict, geopolitics, and ESG (environment, social, and corporate governance) compliance are accelerating the tendency of the global semiconductor supply chain...
Friday 25 February 2022
Taiwan chipmakers see limited impact from Russia-Ukraine crisis
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,...
Friday 25 February 2022
Micron, WD raise NAND flash prices by 10%
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...
Friday 25 February 2022
UMC to expand Singapore fab site for additional 22/28nm process capacity
United Microelectronics (UMC) has announced plans to set up a new advanced manufacturing facility adjacent to its Fab12i in Singapore. Dubbed Fab12i P3, the facility is designed for...
Thursday 24 February 2022
Taiwan chipmakers see their role in global EV supply chain grow
The role of Taiwan's IC industry is growing amid the persistent shortage of automotive chips.
Thursday 24 February 2022
Bosch to expand fab site in Reutlingen
Bosch has announced that in an additional move to combat the ongoing global chip shortage, the company plans to further extend its fab site in Reutlingen, Germany. More than EUR250...
Thursday 24 February 2022
Global NAND flash output value drops in 4Q21
The global NAND flash industry generated US$18.48 billion in output value in the fourth quarter of 2021, down 2.1% sequentially, when the memory ASPs fell by nearly 5% on quarter,...
Wednesday 23 February 2022
Supply chain watches nervously over Russia-Ukraine tension
Tensions between Russia and Ukraine have risen after Russia recognized the independence of Donetsk and Luhansk in eastern Ukraine. Russia's massive military build-up at the Ukrainian...
Tuesday 22 February 2022
Vietnam gaining leverage in global supply chain
Despite challenges posed by the COVID-19 pandemic, Vietnam remains an attractive location for manufacturers that seek relocation from China, and it is gaining advantages with the...
Friday 18 February 2022
Global DRAM output value drops in 4Q21
The global DRAM memory industry posted US$25.03 billion in output value in the fourth quarter of 2021, down 5.8% sequentially, when bit shipments and ASPs both declined on quarter,...
Thursday 17 February 2022
Taiwan supply chain of SiC semiconductor, 2021

Introduction

Thursday 17 February 2022
NAND flash controller supply remains tight
The supply of NAND flash device controller ICs remains tight, particularly those demanding 55nm and 12/16nm process manufacturing, according to industry sources.
Tuesday 15 February 2022
SMIC: No chip glut worries; capacities meet less than 10% of demand
Although some semiconductor manufacturers expressed worries that chips made with mature node technologies might be available in excess of demand, SMIC chief executive officer Zhao...