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Global supply chain: Key components
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IN THE NEWS
Wednesday 21 September 2022
Q&A with SiFive SVP Jack Kang: 5 nm chips with SiFive cores likely to be used in cars by 2025-2026
SiFive successfully rolled out a portfolio of automotive CPUs based on the RISC-V standard, and is about to create a new ecosystem of chips, tier-1 auto component providers and OEM...
Wednesday 21 September 2022
AMD CEO to visit Taiwan in early October
AMD chair and CEO Lisa Su will arrive in Taiwan in early October to meet major suppliers including TSMC and ASE Technology, according to industry sources.
Wednesday 21 September 2022
Industrial CPU supply remains tight
The supply of industrial CPUs and microcontrollers (MCU) remains tight, with delivery lead times reaching more than 50 weeks, according to sources at industrial PC (IPC) makers.
Wednesday 21 September 2022
Samsung reportedly eyeing closer tie with UMC for additional OLED DDI output
Samsung Electronics is reportedly eyeing a closer tie with Taiwan-based United Microelectronics (UMC), already a foundry partner of the Korean tech giant, for additional OLED display...
Wednesday 21 September 2022
Specialty DRAM demand unlikely to pick up until 2023
Specialty DRAM demand for mainly consumer electronics device applications is unlikely to pick up until 2023, and may see an L-shaped recovery, according to industry sources.
Tuesday 20 September 2022
Chinese IC startups face uncertain outlook
Macroeconomic factors and changing investment strategy have taken their bites on China's semiconductor startups. As Financial Times reported, weakening market demand, especially...
Tuesday 20 September 2022
Flexible PCB demand picking up
Flexible PCB suppliers have seen demand start picking up in September, with the growth momentum mainly from shipments for recently-released new iPhones, according to market sources...
Tuesday 20 September 2022
GlobalFoundries becomes latest constituent to PHLX Semiconductor Sector Index
US semiconductor foundry service company GlobalFoundries (GF) has announced that it has been added to the PHLX Semiconductor Sector Index (SOX), effective Monday, September 19, 202...
Tuesday 20 September 2022
Vertical integration is trending, but things won't be so easy for car OEMs
At Semicon Taiwan 2022, executives from Denso, Renesas, and Infineon shed light on the major changes taking place in the automotive supply chain. Denso is one of the largest automotive...
Tuesday 20 September 2022
Semiconductor probe card suppliers may see earnings erode in 2023
Companies specializing in probe cards for wafer tests and load boards for final tests may see their profits erode in 2023 as chipmakers including foundry TSMC and fabless firm MediaTek...
Tuesday 20 September 2022
Smartphones supporting Wi-Fi 7 may arrive as early as 2H24
The first smartphones supporting much faster Wi-Fi 7 connections may debut as early as the second half of 2024, according to sources at IC backend houses and inspection labs.
Tuesday 20 September 2022
Taiwan analog IC firms step up transition to 12-inch wafer manufacturing
Taiwan-based analog IC design houses have stepped up their transition to 12-inch wafer manufacturing, and are actively developing 12-inch chip designs, according to industry source...
Monday 19 September 2022
MediaTek to mass produce HPC chips with CoWoS tech in 2023
MediaTek is set to mass produce its new HPC chips at TSMC in 2023 using advanced process node and CoWoS (chip on wafer on substrate) packaging technology, according to backend supply...
Monday 19 September 2022
LCD monitor panel shipments down in August, says Discien
Global LCD monitor panel shipments reached 10.8 million units in August, decreasing 8% sequentially and 28% on year, according to Discien Consulting.
Monday 19 September 2022
Taiwan IC design houses keen to develop new chips, defying headwinds
Taiwan's IC design houses including MediaTek, Novatek Microelectronics and Realtek Semiconductor have sharply increased their new development projects for the next 1-2 years despite...