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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 9 August 2023
Wah Lee sees robust AI-triggered demand for semiconductor materials supporting advanced packaging
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server...
Wednesday 9 August 2023
PMIC supplier GMT seeks to complete inventory correction by 4Q23
Power management IC (PMIC) vendor Global Mixed-Mode Technology (GMT) is looking to return its inventory to normal levels in the fourth quarter of 2023.
Wednesday 9 August 2023
Chinese automakers' foray into SiC upstream production halted, yet industry remains optimistic
A leading Chinese EV manufacturer, which had earlier this year announced plans to invest heavily in the upstream processing of SiC semiconductors, has now cut its equipment orders...
Wednesday 9 August 2023
TSMC unveils plan for JV foundry in Dresden
TSMC has announced that it will invest alongside Robert Bosch, Infineon Technologies, and NXP Semiconductors in European Semiconductor Manufacturing Company (ESMC) in Dresden, Germany...
Wednesday 9 August 2023
For Nvidia and TSMC, China is still a major market they can't afford to give up
Despite the raging US-China technology conflict, neither Nvidia nor TSMC can afford to give up the enormous business opportunities presented by the Chinese market. However, the top...
Tuesday 8 August 2023
Topoint: PCB bottomed out; has stable demand in three major sectors
PCB drill manufacturer Topoint held its earnings call on August 4. Looking ahead to 3Q23, it stated that inventory clearance in the supply chain is approaching its end. Most customers...
Tuesday 8 August 2023
Realtek conservative about 2H23 prospects
IC design house Realtek Semiconductor is cautious about its sales prospects for the second half of this year, despite experiencing a substantial increase in revenue during the second...
Tuesday 8 August 2023
DDI suppliers uncertain about 2H23 demand prospects
Display driver IC suppliers experienced a surge in short-lead-time orders in the second quarter, but it is uncertain whether this trend will continue into the second half of the year,...
Tuesday 8 August 2023
Automotive IC stands out among chip applications in 2023, says DIGITIMES Research
According to the financial results released for the last quarter, of the five major chip applications, demand for most semiconductor applications are declining or stagnant, and only...
Tuesday 8 August 2023
Backend houses to see output for new AMD AI chips ramp up in 2024
Backend houses will see their output for AMD's new AI chips increase significantly in 2024, according to industry sources.
Tuesday 8 August 2023
Dim 2H23 outlook: why the chip industry kept getting it wrong
After adjustments in the semiconductor sector in 2022, industry stakeholders are keenly observing when a genuine turnaround will take place. Between 4Q22 and 1H23, signs of stabilization...
Monday 7 August 2023
NAND production cuts; Phison Electronics advances AI applications to verification stage
Phison Electronics, a NAND controller chip manufacturer, stands out with NT$441 million profit in 2Q23 despite global NAND flash manufacturers facing significant losses. Its profit...
Monday 7 August 2023
Airbus collaborates with STMicroelectronics on power electronics for aircraft electrification
Airbus and STMicroelectronics have signed an agreement to cooperate on power electronics research & development to support lighter and more efficient power electronics, essential...
Monday 7 August 2023
To attract the likes of TSMC, India needs more product companies: VLSI Society
While India is making solid strides toward developing its semiconductor manufacturing industry, more must be done on the product side to grow the ecosystem, according to Satya Gupta,...
Monday 7 August 2023
Weekly news roundup: China's strides and setbacks in semiconductor self-sufficiency and other top stories

China boosts silicon wafer production to strengthen resilience