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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 15 February 2023
IC design houses differ in opinions on 2023 economy
The IC design industry has recently released a clearer market outlook forecast. The consensus is that after the valley of 1Q23, demand will see a slight recovery in the second quarter...
Wednesday 15 February 2023
Chipmakers land short lead-time orders for Wi-Fi 6/6E solutions
Chipmakers such as MediaTek and Realtek Semiconductor have recently received short lead-time orders for Wi-Fi 6/6E chip solutions, with order visibility remaining relatively clear...
Wednesday 15 February 2023
Inspection labs see rise in orders for Wi-Fi routers, communication modules
Taiwan-based IC inspection labs have seen a ramp-up in orders for Wi-Fi 7 router and communication module designs in the first half of 2023, according to industry sources.
Wednesday 15 February 2023
PixArt sees continued inventory adjustments
PixArt Imaging continues to see inventory adjustments across the IC industry supply chains, which may persist throughout the first half of 2023, according to the fabless chipmaker...
Tuesday 14 February 2023
Indian semiconductor design veteran eInfochips targets EV prospects
The Indian EV sector is growing rapidly, with several companies rushing for a share of the market. At the same time, there is a robust renewed interest in developing a semiconductor...
Tuesday 14 February 2023
iPhone 14 Pro Max costs 3.7% more to make than iPhone 13 Pro Max, says Counterpoint Research
The blended bill of materials (BoM) cost for the iPhone 14 Pro Max with 128GB Nand flash is about US$464, a 3.7% increase from that of the iPhone 13 Pro Max, according to Counterpoint...
Tuesday 14 February 2023
IC inspection labs to see demand for notebook apps pick up in 2H23
Taiwan-based IC inspection and certification labs continue to see demand for notebook applications slow, but expect demand to pick up in the second half of the year.
Tuesday 14 February 2023
Panel makers to constrain output growth in 2023
Most panel suppliers, notably those in China and Taiwan, will likely continue to limit their output ramp-ups in 2023 amid economic uncertainty and stagnant end-market demand, according...
Tuesday 14 February 2023
Taiwan to train IC design talent in Europe
Taiwan, with its mature IC design ecosystem, is looking to collaborate closely with Europe by training IC design talent locally, according to Taiwan's National Science and Technology...
Tuesday 14 February 2023
Handset IC suppliers cautious about demand prospects
Handset-related IC suppliers are generally conservative about demand in the first half of 2023, as Chinese brand vendors are reluctant to place new orders amid market uncertainty,...
Tuesday 14 February 2023
PMIC supplier GMT says inventory depletion has peaked
For Global Mixed-mode Technology (GMT), a power management IC (PMIC) product specialist, the persistent inventory depletion in the IC industry has peaked, with the traditional seasonal...
Tuesday 14 February 2023
IC distributors upbeat about demand for automotive, industrial and server apps
Automobile, industrial control, and server industries have drawn market interest with the decline in demand for PCs and consumer electronics. According to sources at Taiwan-based...
Monday 13 February 2023
TSMC, VIS post sequential revenue increases in January
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential increases in January revenue of 3.9% and 13.7%, respectively.
Monday 13 February 2023
Himax expects 12-17% sales drop in 1Q23
Display driver IC specialist Himax Technologies expects to post a revenue decline of 12-17% sequentially in the first quarter of 2023, with a gross margin ranging from 28% to 30%...
Monday 13 February 2023
GF, GM strike long-term direct supply agreement
General Motors (GM) and GlobalFoundries (GF) have jointly announced a strategic, long-term agreement establishing a dedicated capacity corridor exclusively for GM's chip supply. Through...