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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 1 August 2024
CWE, CWTC drive growth through panel-level packaging and miniLED solutions
Chang Wah Electromaterials (CWE), a Taiwanese supplier of semiconductor and electronics materials and equipment, is transitioning from 12-inch wafer-level packaging to panel-level...
Thursday 1 August 2024
Qualcomm takes on MediaTek with budget 5G chip in India, targets growing PC and EV markets
Qualcomm has introduced an affordable smartphone SoC tailored for India, the world's second-largest smartphone market. This move comes as more Indian consumers opt for premium phones,...
Thursday 1 August 2024
Lenovo aims for all PCs to be equipped with AI by 2027 and smartphones to achieve double-digit growth
Luca Rossi, president of Lenovo's Intelligent Devices Group (IDG), stated that all Lenovo PC products will feature AI functions by 2027. Additionally, Lenovo aims to enhance its smartphone...
Thursday 1 August 2024
Qualcomm reports strong Q3 results but expects flat handset market growth in 2024
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Thursday 1 August 2024
AI drives record licensing revenue for Arm; 2025 guidance remains unchanged amid end-market uncertainties
Fueled by rising AI-driven demand for energy-efficient chips, Arm reported a 70% increase in its license revenue. Although royalty revenue from smartphones grew by 50%, the results...
Wednesday 31 July 2024
Knobs and buttons make partial return as trend in automotive human-machine interface
In the 2010s, the automotive industry ventured into touch control interfaces, with pioneers like Tesla, Mercedes Benz, and Nissan leading the charge. However, with the European New...
Wednesday 31 July 2024
Chinese suppliers eyes Russia's growing demand for auto parts, supply chain urge caution amid war uncertainties
Automotive component supply-chain stakeholders say they are seeing the disruptions brought by the Russo-Ukraine war on the international industry gradually fading.
Wednesday 31 July 2024
IDMs underperform in 2Q24, indicating automotive IC weakness
Financial data from leading European and American integrated device manufacturers (IDMs) indicate that the automotive semiconductor market is underperforming, with weaker demand than...
Wednesday 31 July 2024
How Taiwan can qualify as the "Island of AI"
At an event hosted by the Macronix Education Foundation on July 27, Cheng-wen Wu, Minister of the National Science and Technology Council, outlined three key indicators that could...
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...
Wednesday 31 July 2024
Taiwan IT firms accelerate expansions beyond China
In the wake of rising geopolitical tensions, Taiwan-based high-tech companies are accelerating their expansions beyond China, which used to be the base for most of their offshore...
Tuesday 30 July 2024
LG Innotek showcases AR glasses with Waveguide technology, targets metaverse
LG Innotek recently showcased a prototype of AR glasses equipped with waveguide technology, garnering significant attention.
Tuesday 30 July 2024
Onsemi expects signs of recovery in 2H24, eyes growing SiC usage in AI data centers
Onsemi reported a decline in performance for the past quarter, attributing the downturn to short-term economic headwinds. Despite these challenges, the company remains confident in...
Tuesday 30 July 2024
Amkor expects to mass produce organic interposers in early 2025
Amkor reported modest sales growth, primarily driven by surging demand for AI data centers and growth in the smartphone market. These positive factors offset declining sales in the...
Tuesday 30 July 2024
5G remote collaboration for smart manufacturing pivotal as EMS production migrates out of China
Taiwan's Ministry of Digital Affairs (MODA) is promoting the application of 5G private networks to increase the competitiveness of all industries by combining 5G with semiconductor...