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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 12 July 2023
DDI firms see slowdown in replenishment demand
Display driver IC (DDI) suppliers have recently witnessed a slowdown in replenishment demand from the end-market vendors, and they are not certain as to whether the seasonal demand...
Wednesday 12 July 2023
IC substrate suppliers to see sales pick up in 2H23
Taiwan-based IC substrate companies Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are expected to see their sales pick up in the second half of this year, as...
Wednesday 12 July 2023
Heat sink demand rising for advanced packaging, say distributors
IC materials distributors have enjoyed a ramp-up in orders for heat sinks, thanks to strong advanced packaging demand for HPC chips, according to industry sources.
Wednesday 12 July 2023
Handset panel prices to stabilize in 3Q23
Handset panel prices are poised to stabilize in the third quarter of 2023, buoyed by seasonal demand for small- and medium-size panels, according to industry sources.
Wednesday 12 July 2023
WPG, WT Micro post better-than-expected 2Q23 revenue
IC distributors WPG and WT Microelectronics outperformed the upper end of their respective second-quarter revenue guidance ranges.
Wednesday 12 July 2023
China-based carmakers joining bandwagon in developing automotive chips
With the rising penetration of new energy vehicles (NEV) in China, China-based automakers, such as BYD, SAIC, Nio, and Li Auto, are developing automotive chips to strengthen resilience...
Tuesday 11 July 2023
Japan's METI considering to subsidize Sumco's new silicon wafer plant -- Report
In an effort to revitalize its domestic semiconductor supply chain, the Japanese government has subsidized a number of semiconductor-related manufacturers to produce in Japan. A news...
Tuesday 11 July 2023
Huawei's AI ambition persists despite US sanctions
The US sanctions against Huawei have entered the fourth year. Barred from obtaining crucial components, Huawei gradually slowed down its development of new technologies and has become...
Tuesday 11 July 2023
Qualcomm, MediaTek conservative in placing wafer-start orders for 2H23
Top mobile SoC specialists Qualcomm and MediaTek have yet to release their views about market demand outlook for the second half of 2023, but they are taking a relatively conservative...
Tuesday 11 July 2023
Innolux strives for extremely large-scale commercial displays
Innolux has teamed up with a cinema operator, Century Asia, to develop an extra-large miniLED video wall in Taiwan, further solidifying its position in the commercial display marke...
Tuesday 11 July 2023
China's semiconductor talent supply faces structural imbalance
As the global semiconductor industry faces a shortage of talent, the latest survey has exposed an even more pronounced talent shortage in China's semiconductor manufacturing sector...
Tuesday 11 July 2023
Intel circumvents Nvidia dominance in LLM through alternative offerings
In recent years, with the widespread application of AI, the demand for underlying computing chips has increased. GPUs are more suitable for such tasks compared to traditional CPUs,...
Tuesday 11 July 2023
IC design houses seek to maintain stable profits in 2H23
The burden of excess inventory has been reduced for Taiwan-based IC design houses as a result of an injection of short lead-time orders, but they are hoping for consistent profitability...
Tuesday 11 July 2023
Handset sluggishness casts shadow over MediaTek sales prospects
MediaTek's near-term sales prospects are clouded by the continued sluggishness of handset sales, even though the chipmaker is meeting its second-quarter revenue forecast, according...
Tuesday 11 July 2023
China IC self-sufficiency push heaps pressure on Taiwanese firms operating in China
The United States has imposed export restrictions on key Chinese companies, including Huawei and ZTE, curbing their own development of semiconductors and access to outside supplies...