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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 31 January 2024
MCU firm Holtek expects inventory to revert to normal by 2Q24
Inventory levels for microcontrollers (MCU) are expected to return to normal by the second quarter of 2024, or possibly as early as the first quarter, according to Tsai Jung-tsung,...
Wednesday 31 January 2024
MediaTek breaks ground for new office building in Hsinchu
On January 30, MediaTek broke ground for a new office building in Hsinchu, northern Taiwan.
Wednesday 31 January 2024
MediaTek and Qualcomm to issue financial reports, AI smartphone competition intensifies
Arch-rivals MediaTek and Qualcomm are scheduled this week to release financial reports for the fourth quarter of 2023 and offer their insights on the market in 2024. Since the first...
Wednesday 31 January 2024
Nvidia GTC to bring together renowned AI industry leaders
Jensen Huang, Nvidia's founder and CEO, will make a keynote address at the forthcoming GPU Technology Conference (GTC) in mid-March 2024. Given its high level of sponsorship, the...
Tuesday 30 January 2024
South Korea prepares for Micro LED seachange
Apple's anticipated introduction of Micro LED panels into smartwatches may have caught South Korea, which has long invested in OLED off guard.
Tuesday 30 January 2024
Foldable phone hinge maker Jarllytec mulls capacity expansion in China
Jarllytec, a Taiwan-based manufacturer of foldable phones and consumer electronics hinges, may expand its production capacity in China to meet rising demand from local handset customers,...
Tuesday 30 January 2024
Japan's FPD equipment sales face short-term slump, G8 substrate OLED panel investments signal a promising rebound
The Semiconductor Equipment Association Japan (SEAJ) released its January 2024 report, projecting a 25% decline to JPY321.1 billion (US$2.2 billion) in Japan's Flat Panel Display...
Tuesday 30 January 2024
Malaysia sees new semiconductor cluster forming as first IC substrate plant commissioned
The global semiconductor industry has invested in Malaysia for over 50 years. With IC substrate maker Austria Technologie & Sytemtechnik (AT&S) starting production at its...
Tuesday 30 January 2024
Intel stumbles in AI race as data center growth stalls, lagging behind competitors
Intel's data center business division was once a lucrative cash cow for a considerable amount of time. However, it has since witnessed a significant decline in its prominence. Despite...
Tuesday 30 January 2024
Japan sees rising investments from China-based semiconductor firms
Amid an investment wave in the semiconductor industry in Japan, China-based companies along the semiconductor supply chain are investing in Japan by setting up subsidiaries or acquiring...
Tuesday 30 January 2024
AI is Samsung's best counterpunch to Intel-UMC challenge
Intel's latest moves are getting the attention of Samsung: Intel accelerated its development of the 2nm process and was the first to purchase High-NA extreme ultraviolet (EUV) lithography...
Tuesday 30 January 2024
Views on automotive chip demand in 2024 mixed
Forecasts on demand for auto chips are mixed among the industry's players since some believe a wave of inventory corrections for automotive chips has arrived. However, some still...
Tuesday 30 January 2024
CMMT invests in AEMC to pave way into semiconductor business
Taiwan-based polarizer maker Cheng Mei Materials Technology (CMMT) has acquired a 33.7% stake in Opals Chemical Technology, a subsidiary of Advanced Echem Materials Company (AEMC),...
Tuesday 30 January 2024
Panel makers see higher unit prices and shipment disruptions amid Red Sea crisis
As cargo ships bound for Europe continue to take the long route around Africa to avoid potential dangers in the Red Sea, manufacturers have adjusted their strategies to account for...
Tuesday 30 January 2024
PCB demand from AI server industry to increase
With ChatGPT significantly boosting demand for AI servers, related supply chain players have seen orders for Copper Clad Laminate (CCL), PCB, and ABF substrates increase, according...