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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 16 November 2022
WPG sees inventory peak
IC distributor WPG expects inventories across mass-market industry supply chains to peak throughout the second half of 2022.
Wednesday 16 November 2022
Qualcomm unveils Snapdragon 8 Gen 2 for premium smartphones
Qualcomm Technologies has introduced its latest premium mobile platform, Snapdragon 8 Gen 2, which it says will define a new standard for connected computing, engineered with groundbreaking...
Wednesday 16 November 2022
NVIDIA releases H100, Quantum-2 systems and Omniverse opens portals
At SC22, the international conference on high-performance computing, NVIDIA announced broad adoption of its next-generation H100 Tensor Core GPUs and Quantum-2 InfiniBand, including...
Wednesday 16 November 2022
PMIC suppliers expect inventory correction to end by 2Q23
Power management IC (PMIC) suppliers expect the ongoing inventory adjustments across the industry supply chain, except those for automotive applications, to not end until the second...
Wednesday 16 November 2022
Taiwan IC substrate suppliers to ramp up capex in 2023
Taiwan-based IC substrate suppliers are expected to continue ramping up their capital expenditures (capex) next year to build additional production capacities for ABF substrates,...
Tuesday 15 November 2022
IC designers with parent support could better withstand headwinds
Vendors of consumer ICs are struggling against the bleakest-ever market sales, but those affiliated with major business groups or having good supply chain partners would more likely...
Tuesday 15 November 2022
Most DDI makers downbeat about 4Q22
Display driver IC (DDI) suppliers are mostly pessimistic about sales prospects for fourth-quarter 2022, and their longer-term performance will be determined by their operation fundamentals,...
Tuesday 15 November 2022
What did Buffett see in TSMC with US$4.1 bln stock purchase?
For the first time in his 91 years of life, US billionaire Warren Buffett has recently invested in a semiconductor stock. It is not any of the American semiconductor companies, but...
Tuesday 15 November 2022
AliCloud commercializes China's first homegrown cloud processor
China's top cloud service provider Alibaba Cloud (AliCloud) has recently announced that its self-developed cloud-native processor Yitian 710 has entered large-scale commercial applications...
Tuesday 15 November 2022
Panel makers suspend equipment purchases
Display panel makers, with demand and product prices dropping, have temporarily stopped placing manufacturing equipment since mid-2022, according to panel inspection equipment maker...
Tuesday 15 November 2022
Analog Integrations reports robust sales for 1Q-3Q22
Analog Integrations (AIC) has reported impressive sales and profits for the first three quarters of 2022, buoyed by synergy efforts with its strategic partner Netronix, which provides...
Monday 14 November 2022
IC distributors expanding deployments in non-consumer, WBG chip segments
IC distributors are aggressively expanding their deployments in non-consumer chips products and third-generation semiconductors like GaN and SiC devices that remain in stable demand...
Monday 14 November 2022
Silergy expects decreased shipments to continue until mid-2023
Power management IC design house Silergy expects current decreased shipments to remain until mid-2023 because main clients will keep cleaning their inventories until the first half...
Monday 14 November 2022
Himax sees inventory peak in 3Q22
Himax Technologies believes its inventories should have hit their peak in the third quarter of 2022, when the display driver IC specialist saw its revenue and EPS both exceed the...
Monday 14 November 2022
TSMC ecosystem partners for IC design services stay unscathed amid headwinds
TSMC and its ecosystem partners in Taiwan, especially silicon IP and IC design services providers, remain able to embrace revenue gains for the fourth quarter and 2023, while most...