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Global supply chain: Key components
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IN THE NEWS
Wednesday 16 August 2023
TASC's compound semiconductor venture to flourish as ProAsia begins mass production in 3Q24
Taiwan-Asia Semiconductor Corporation (TASC) is advancing its transition into compound semiconductors, focusing on SiC. The company's subsidiary, ProAsia Semiconductor, will start...
Wednesday 16 August 2023
Taiwanese PMIC suppliers cautious about demand prospects for 2H23
Global Mixed-Mode Technology (GMT), uPI Semi, and other Taiwan-based power management IC (PMIC) suppliers are conservative about their demand prospects for the second half of this...
Wednesday 16 August 2023
MediaTek eyeing cloud AI opportunities
MediaTek is eyeing the enormous market potential of cloud AI solutions, according to industry sources.
Wednesday 16 August 2023
Taiwanese DDI suppliers may turn to Chinese foundries for cost reasons
Display driver IC (DDI) suppliers continue to be under pressure to reduce chip prices, and cost considerations may send them turning to Chinese pure-play foundries that can offer...
Tuesday 15 August 2023
Samsung reveals current situation and challenges of BSPDN, a key technology in the 2nm race
As TSMC and Intel announced in succession that they are conducting R&D for the back-side power delivery network (BSPDN) technology, Samsung Electronics recently shared the current...
Tuesday 15 August 2023
TSMC caters to AI GPU chip customers to meet market demand
Since ChatGPT ignited a race among competitors to develop their generative AI system in early 2023, the high-computing power demand has pushed up the sales of AI GPUs.
Tuesday 15 August 2023
Niche IC distributor ANStek sees customers place orders with caution
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, has seen its customers place orders with caution as a result of a slower-than-anticipated...
Tuesday 15 August 2023
Three driving factors and three challenges of PCB Supply chain migration to Southeast Asia
Despite challenges including inflation, inventory destocking, and demand slowdown, many printed-circuit board (PCB)-related manufacturers remain optimistic about the medium- and long-term...
Tuesday 15 August 2023
Heterogeneous integration for automotive AI chips reportedly driving IC analysis demand
AI chips reportedly being developed by Tesla using heterogeneous integration are driving up demand for IC verification analysis services, according to industry sources.
Tuesday 15 August 2023
CIS backend houses express caution about 2H23
Tong Hsing Electronic Industries, VisEra Technologies, and Xintec, all of whom are in the CMOS image sensor (CIS) backend sector, have expressed caution regarding their market prospects...
Tuesday 15 August 2023
Southeast Asia receives investment from the panel supply chain amid US-China tensions
Amid escalating US-China tensions, compaines in both Taiwan and China are eyeing investment opportunities in South and Southeast Asia. Taiwan's AUO is expanding into Vietnam, while...
Tuesday 15 August 2023
Taiwan IC industry output value to fall over 10% in 2023
The Taiwan Semiconductor Industry Association (TSIA), citing data from the Industrial Technology Research Institute (ITRI), forecasts that the output value of Taiwan's integrated...
Tuesday 15 August 2023
Intel, Synopsys expand partnership
Intel and Synopsys have reached an agreement to expand their IP and electronic design automation (EDA) strategic partnership by developing a portfolio of IP on Intel 3 and Intel 18A...
Tuesday 15 August 2023
Auto chip prices unlikely to drop in Europe
Automotive-grade IC prices are unlikely to drop in the short term, as production costs are rising and major European suppliers are increasing investments in expanding their manufacturing...
Tuesday 15 August 2023
IC design houses brace for weak 2H23
Given the rising uncertainty in end-market demand, many Taiwanese IC design companies are bracing for a particularly weak second half of 2023, according to industry sources.