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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Monday 7 November 2022
PC brands increasingly caught between the US and China
Supply chain sources indicated that Microsoft and Dell had requested to have all their IC sources of supply thoroughly checked - to see if any component stems from the Chinese semiconductor...
Monday 7 November 2022
Experts in UTHF 2022 see chip industry landscape changing and warn non-tech threats
Experts spoke on the first day of the 2022 US-Taiwan High-tech Forum (UTHF) and gave reasons for optimism for the semiconductor industry outlook in the next 10 years. However, they...
Monday 7 November 2022
Phison posts over 30% profit fall in 3Q22
Flash memory controller and module maker Phison Electronics has reported net profits fell about 34% sequentially to a nine-quarter low of NT$1.19 billion (US$37.1 million) in the...
Friday 4 November 2022
OSAT, suppliers cutting prices for DDIs to raise utilization
Taiwan's OSAT services providers and packaging materials suppliers are offering "more flexible" quotes for display driver ICs (DDIs) in a bid to raise their utilization rates, according...
Friday 4 November 2022
Lenovo boosts profit after cutting costs
Lenovo Group's earnings climbed 6% after China's top PC maker relied on cost reductions and new businesses to weather an unprecedented slump in global computing demand.
Friday 4 November 2022
Tell-tale export data from Taiwan show US-China market power rebalancing
Taiwan's electronic companies such as Foxconn, Pegatron, and Wistron used to produce more than 90% of the laptops in China. Many scholars say the outbreaks of trade war and pandemic...
Friday 4 November 2022
Gigabyte sees orders for servers, motherboards, graphics cards remain stable
Gigabyte Technology expects its server orders to stay robust with revenues in the fourth quarter outperforming those in the third. Graphics card and motherboard sales will also remain...
Friday 4 November 2022
PC brand vendors cutting prices to digest inventory
PC brand vendors are expected to launch a series of product price cuts during the year-end holiday season as a way to clear excess inventory, according to Acer Taiwan director Samuel...
Thursday 3 November 2022
MOSFET vendors eyeing non-consumer niche applications
Taiwan's power MOSFET and diode suppliers are strengthening their deployments in high-end power supply and server applications seeking to offset declines in shipments for consumer...
Thursday 3 November 2022
For traditional car manufacturers, new carmakers present both crisis and opportunity
When cars meet smart technology, where do the two intersect? With 25 years of experience in the automotive, ICT, and telecom sectors, Garmin Asia's automotive OEM group managing director...
Wednesday 2 November 2022
Automotive chip demand drives NXP revenue growth in 3Q22
Thanks to a diversified product portfolio across consumer, industrial, and automotive, NXP reported better-than-expected third-quarter revenue amid a rapidly ending boom of the semiconductor...
Wednesday 2 November 2022
AMD 3Q22 result shows server, gaming biz growth offsets PC weakness
AMD announced 3Q22 revenue of US$5.6 billion on November 1, up 29% year-on-year. Analysts remain optimistic about its ability to continue growing market shares in the server market...
Wednesday 2 November 2022
GlobalWafers upbeat about long-term silicon wafer demand
Silicon wafer maker GlobalWafers remains upbeat about semiconductor demand in the long term, particularly demand for automotive and industrial device applications.
Tuesday 1 November 2022
Mac joins decline trend; PC sector could see double-digit drop in 2023
In 3Q22 (FY 4Q22 for Apple), Apple's Mac saw record highs in sales. Yet, Apple has warned that the 4Q22 sales will see a clear decline compared to 4Q21, falling to the same fate as...
Tuesday 1 November 2022
Automotive IGBT supply stays tight
Automotive insulated-gate bipolar transistors (IGBT) and a few other power ICs are still in tight supply, according to sources at IC distributors.