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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 25 August 2022
Silergy expects flat sales growth in 2H22
Power management IC (PMIC) specialist Silergy is striving to keep its revenue in the second half of this year on par with the year-ago level, despite growing uncertainty over consumer...
Thursday 25 August 2022
AMD to ramp up 5nm wafer starts at TSMC in 2H22
AMD is poised to become the second largest customer of TSMC's 5nm process platform in the second half of 2022, as the CPU vendor will be ramping up 5nm wafer starts at the foundry,...
Wednesday 24 August 2022
Intel CEO points to 'system foundry' as the IDM's future
Despite recent setbacks, Intel's IDM 2.0 strategy has taken a clearer contour as CEO Pat Gelsinger describes the company's latest progress and vision at Hot Chips 2022.
Wednesday 24 August 2022
China's CIS industry speeds up plans as automotive market shines bright
Will Semiconductor (WillSemi), China's top image sensor manufacturer, and other companies in the sector have accelerated their transformation efforts as the automotive electronics...
Wednesday 24 August 2022
Semiconductor industry growth prospect dims and capex reduced
The semiconductor industry is seeing demand cringes as inventory adjustments continue in the consumer electronics sector and macroeconomic growth slows.
Wednesday 24 August 2022
IC substrate and automotive PCB demand promising
Market observers are generally optimistic about the IC substrate and automotive PCB market prospects in the long term, with both product segments to become major growth drivers for...
Wednesday 24 August 2022
Exclusive interview with HBS professor Willy Shih: Global supply chain resilience issues to watch out for in 2023 and beyond
As resilience has become as a critical keyword for global supply chain manufacturers, Harvard Business School professor Willy Shih, in a pre-event interview for the DIGITIMES Asia...
Wednesday 24 August 2022
Sensor backend specialists gearing up for metaverse device boom
Sensor backend specialists, such as VisEra Technologies and Xintec, are gearing up for a metaverse device demand boom.
Wednesday 24 August 2022
Lead times for network ICs shortened to 30 weeks
Some network IC suppliers have seen lead times shorten from over 50 weeks to 30 weeks, indicating that the chip shortage is easing, according to sources at network device manufactu...
Wednesday 24 August 2022
Questions raised toward Intel's discrete GPU business
Will Intel CEO Pat Gelsinger cut the company's fledging discrete GPU business? Since its establishment in first-quarter 2021, Accelerated Computing Systems and Graphics Group (AXG)...
Wednesday 24 August 2022
Qorvo cutting back wafer starts at UMC
Qorvo is cutting back wafer starts at United Microelectronics (UMC), violating its LTA contract with the foundry amid growing demand-side uncertainty, according to sources in the...
Tuesday 23 August 2022
Mobile AP vendors under pressure to cut prices
Qualcomm and MediaTek are under increasing pressure to cut their mobile application processor prices amid reports that Android smartphone vendors, including Samsung Electronics, are...
Tuesday 23 August 2022
Taiwan foundries remain firm on prices
Taiwan-based pure-play foundries intend to maintain their prices, despite slowdowns in orders from their fabless customers, according to sources in the IC design industry.
Tuesday 23 August 2022
GF to raise prices for some foundry processes in 2023
GlobalFoundries (GF) plans to raise prices for some of its manufacturing processes by up to 8% in 2023, according to sources at IC design houses.
Monday 22 August 2022
Panel output cuts may continue until 1Q23
Display panel makers, to cope with decreased demand and high inventory levels, have reduced production since June 2022 and low utilization rates are likely to continue until first-quarter...