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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 22 April 2022
DDR3 supply to fall short of demand in 3Q22
With tight logic foundry capacity easing, DDR3 and other niche-market memory demand has started picking up and is expected to outpace supply in the third quarter of 2022, according...
Friday 22 April 2022
China lockdowns disrupting PCB shipments
COVID lockdowns in Kunshan and other Chinese cities, where high-tech manufacturing hubs are located, are impacting local businesses, including PCB makers seeing their production and...
Friday 22 April 2022
What TSMC founder tries to tell America beyond chips
TSMC founder Morris Chang again made the headlines by giving frank opinions on the semiconductor policy of the United States. But shrewd readers should definitely read between the...
Thursday 21 April 2022
US bid to boost chipmaking to be expensive and wasteful, says TSMC founder Morris Chang
The US' bid to increase onshore chip production would be futile, as it would not be globally competitive and able to compete with TSMC, according to Morris Chang, founder of Taiwan-based...
Thursday 21 April 2022
Wi-Fi SoC shortages improving
Wi-Fi core chip suppliers have obtained more available fab capacities at foundries, which are experiencing cutbacks in orders from other areas, and therefore are seeing their tight...
Thursday 21 April 2022
Non-foundry IC segments gaining weight in HPC era, says DIGITIMES Research
Apple has become a bellwether in the HPC chip segment by rolling out its high-performance M1 series built using advanced process at its foundry partner, but all other manufacturing...
Thursday 21 April 2022
TSMC fan-out packaging to attract orders for Android smartphone SoCs
Apple will no longer be the exclusive customer of TSMC adopting the foundry's advanced integrated fan-out (InFO) wafer-level packaging, which is expected to attract orders for Android...
Thursday 21 April 2022
Semiconductor equipment lead times extend
Delivery lead times for semiconductor equipment have extended to more than 18 months from six months in the middle of 2021, according to industry sources.
Wednesday 20 April 2022
China steps up car-grade MCU production
China-based suppliers of microcontroller units (MCUs) are gearing up for the auto industry, as car-grade chips remain in short supply, according to industry sources.
Wednesday 20 April 2022
Who dominates the global semiconductor market?
The semiconductor industry with a sophisticated division of labor has seen a rapid evolution over more than 60 years, during which the global capital market also has played a key...
Wednesday 20 April 2022
GigaDevice posts profit hike in 1Q22
China's GigaDevice, which specializes in NOR flash memory, has reported net profits surged 126.1% on year to CNY681 million (US$106.5 million) in the first quarter of 2022.
Tuesday 19 April 2022
China making slow progress towards chip self-sufficiency
In addition to trade restrictions imposed by the US on crucial equipment, the ongoing COVID lockdowns in China's production hubs in Shanghai and other cities are disrupting the country's...
Tuesday 19 April 2022
Geopolitical climate is changing global semiconductor value chain
While Russian troops were bombing Ukraine, a US delegation led by Michael Glenn Mullen, ex-chairman of the joint chiefs of staff, arrived in Taiwan, followed closely by a separate...
Tuesday 19 April 2022
Chromebook chip demand falling
Chip demand for Chromebooks has been falling rapidly, whereas demand for business notebooks is relatively stable, according to sources at Taiwan-based IC design houses.