The supply chain shortage has not seen any relief in 2021, particularly when it entered the third-quarter traditional electronic peak season. Market demand has increased, but overall production capacity has not.
AMD and MediaTek are said to be seeking to form a joint venture that will develop notebook applications integrating Wi-Fi, 5G and high-transmission technologies. Other chip vendors in Taiwan are also hoping MediaTek to play a leading role in the local supply chain to compete with Qualcomm in the mmWave 5G market. In the EV market, Thailand has ambitious goals for its car manufacturing sector.
Taiwan-based PCB material supplier Eternal Group forecasts steady shipments in September as demand grows before China heads into its week-long National Day holiday at the beginning of October.
NAND flash memory contract prices are expected to stay flat or drop by up to 5% in the fourth quarter of 2021, according to TrendForce.
The global cellular baseband processor market grew 16% on year to US$7.2 billion in the second quarter of 2021, according to Strategy Analytics. Qualcomm capitalized on iPhone 12 design-wins and mid-range Android momentum to capture 52% revenue share during the quarter.
Display driver IC backend specialists Chipbond Technology and ChipMOS Technologies are looking to enhance their high-end testing capability, eyeing promising growth in demand for automotive DDIs, according to industry sources.
Supply of high-end CCLs continues to fall short of demand, and suppliers in Taiwan are likely to further hike their quotes in 2022 to reflect higher copper foil costs, according to industry sources.
Supply of copper foils has been constrained due to longer delivery times for crucial production equipment, while copper foil suppliers continue to encounter rising costs, according to industry sources.
Chip shortages have undermined shipments to the notebook market. The top-5 notebook vendors saw their combined shipments drop 3% sequentially in August, according to the latest figures from DIGITIMES Research. Acer chairman Jason Chen has disclosed Chromebook demand has shifted from 11.6-inch models to 15-inch ones to meet needs from high school and college students. In the memory sector, DRAM contract prices will drop faster than previously expected in fourth-quarter 2021, as demand from PC OEMs decelerates.
Intel is scheduled to hold a groundbreaking ceremony for the construction of two new fabs in Arizona on September 24. Company CEO Pat Gelsinger and local government officials will participate in the ceremony to mark what Intel claims is the largest private-sector investment in the history of Arizona.
Chromebooks with 14- to 15-inch displays are currently having the worst shortages as orders from the education segment are shifting from the elementary to middle school levels - which are commonly using 11.6-inch models for their study-from-home needs - to high school and college levels, according to Acer chairman and CEO Jason Chen.