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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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...
Wednesday 18 September 2024
Taiwan wafer foundry industry, 3Q 2024
HPC applications drive up Taiwan's wafer foundry revenues with the amount going as high as US$97 billion in 2024.
Wednesday 18 September 2024
Intel's strategic transition: can new orders and cost cuts lead to a rebound?
Many still regard Intel as one of the greatest American companies. However, recent struggles have led to a less flattering label: "too big to fail." The critical question now is whether...
Wednesday 18 September 2024
China acquires Korean fabs, strengthening polarizer market dominance
South Korea's Samsung SDI is officially exiting the polarizer market. The company recently announced the sale of its polarizer business to Wuxi Hengxin Optoelectronic Materials, a...
Wednesday 18 September 2024
iPhone 16 series to drive Wi-Fi 7 adoption, benefiting chip makers in 2025
The adoption of Wi-Fi 7 across the iPhone 16 series is expected to be a key driver for the rapid penetration of the wireless technology, with Android flagship smartphones likely to...
Wednesday 18 September 2024
Display panel fab utilization to drop 14pp in October 2024, says Omdia
Omdia's latest report suggests that display panel manufacturers are set to reduce their fab utilization by 14pp quarter-over-quarter, reaching 68% in October 2024. Leading Chinese...
Wednesday 18 September 2024
Taiwan bolsters domestic chip design innovation with two refurbished 12-inch fabs
As the Taiwan Chip-based Industrial Innovation Program (TCIIP) enters its second year, the government is ramping up efforts to renovate two state-operated 12-inch semiconductor fabs,...
Wednesday 18 September 2024
Europe's car industry turmoil casts shadow over TSMC German fab outlook
TSMC has seemingly picked a challenging time to build its first wafer fab in Europe, as the automobile industry it's targeting faces significant upheaval. Europe's major marques and...
Wednesday 18 September 2024
Huawei encounters difficulties with Kirin SoC performance breakthroughs
Huawei's recent Mate XT tri-fold smartphone launch has sparked curiosity about China's advancements in chip manufacturing. The company's reluctance to disclose chip details has left...