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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 24 September 2024
China automakers demand price cuts for SiC modules
China's automobile manufacturers are reportedly asking silicon carbide (SiC) module vendors to cut prices by as much as 30% amid growing supply, according to industry sources.
Tuesday 24 September 2024
Qualcomm's Intel takeover ambition: why Taiwan suppliers consider it a disaster
In response to speculation that Qualcomm is approaching Intel about a possible takeover, industry sources in Taiwan believe the merger would be disastrous since it undervalues Intel...
Monday 23 September 2024
Recycling technology for substrates and circuit boards breathes new life into electronic waste
Electronic waste and its associated pollution are becoming increasingly threatening on a global scale. With the continued development of various new application areas including robots,...
Monday 23 September 2024
Skyworth sells stake in LG Display's Guangzhou LCD factory amid panel industry consolidation
Skyworth Group, through a subsidiary, has sold its stake in LG Display's LCD factory in Guangzhou, paving the way for both companies' strategic adjustments as the highly competitive...
Monday 23 September 2024
Qualcomm's rumored Intel acquisition faces antitrust, financing, and other hurdles
As Intel strives to improve its financial performance, rumors of a potential acquisition by Qualcomm—likely a partial takeover—have surfaced. However, the success of such...
Monday 23 September 2024
Speculation mounts over potential discontinuation of Nvidia's H20 chip as US export review approaches
As the US's annual review of export control approaches, speculation is mounting in the Chinese market regarding the potential discontinuation of Nvidia's H20 chip, a specialized version...
Friday 20 September 2024
Marvell co-founder Sehat Sutardja has died as industry mourns semiconductor visionary
Marvell Technology, a US-based chip manufacturer, recently issued a statement expressing sorrow over the passing of Dr. Sehat Sutardja, one of its co-founders.
Friday 20 September 2024
Foreign tech firms bolster patent protections in Taiwan's semiconductor sector amid high-stake legal battles
Foreign companies operating in Taiwan, especially those in the semiconductor industry, have successfully established robust legal protections for their intellectual property. This...
Friday 20 September 2024
Network chipmakers perceive inadequate demand visibility from China
China's telecom infrastructure tenders are not being implemented with enthusiasm, resulting in limited visibility for network chip orders from the sector, according to industry sou...
Thursday 19 September 2024
Intel Foundry spinoff improbable: 3 lessons from supply chain industry
Intel CEO Pat Gelsinger has unveiled the company's first major transformation strategy in over four decades, including the much-anticipated decision on whether Intel Foundry will...
Thursday 19 September 2024
iPhone 16 spurs OLED competition as South Korea and China battle for market lead
South Korean OLED panel manufacturers are poised for a recovery despite a 7.8% year-over-year decline in electroluminescent material procurement in the first half of 2024. The rising...
Thursday 19 September 2024
Polarizer suppliers brace for panel output cutbacks
China-based panel manufacturers are set to implement a two-week production cut during the National Day holiday. Industry projections indicate that the average capacity utilization...
Thursday 19 September 2024
China eyes Southeast Asia as vital gateway for semiconductor expansion
Since early September, Southeast Asia has solidified its position as a key player in the global semiconductor industry. Tower Semiconductor of Israel announced a US$10 billion investment...
Thursday 19 September 2024
IC materials distributors upbeat about AI momentum in 2025
As artificial intelligence (AI) injects fresh momentum into the semiconductor supply chain, semiconductor materials distributors such as Topco Scientific, Wahlee Industrial, Chang...
Thursday 19 September 2024
Glass substrate technology gains traction for advanced packaging by 2026
As advanced packaging technologies and large-size integrated substrate solutions become key development areas for technology firms, glass substrate technology has emerged as a focal...