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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 19 October 2021
IC design houses set to continue stockpiling specific chips
IC design houses intend to continue scaling up their inventory levels for specific chips or applications, despite a recent slowdown in end-market demand for consumer devices, according...
Tuesday 19 October 2021
HPC chips to drive TSMC 2022 revenue growth
In addition to orders from Apple and MediaTek, orders for HPC processors from AMD and Nvidia will be another major driver for TSMC's revenue growth in 2022, according to supply chain...
Monday 18 October 2021
Chipmakers cautious about overbooking for consumer applications in 4Q21
Shipments of display driver ICs (DDI) for Chromebook and large-size TV applications are apparently slowing down on seasonality in the fourth quarter, but the supply of networking...
Monday 18 October 2021
Output of panel components, LCD modules in China falls 30% due to power restrictions
Local governments' restricting power supply in China has led to decreases in utilization of production capacities at LCD panel supply chain makers' factories mostly in southern and...
Monday 18 October 2021
IDMs, chipmakers on track to raise automotive MCU output
International IDMs and chipmakers are set to ramp up their output for automotive MCUs in the next few years to meet ever-growing demand for such chips, according to industry source...
Friday 15 October 2021
Highlights of the day: Automotive IC shortages to remain
The car industry has been plagued by component shortages, and automotive IC shortages are likely to last till at least...
Friday 15 October 2021
Chipmakers gearing up for Wi-Fi 6/6E chip boom
Chipmakers including MediaTek, Qualcomm, and Broadcom are set to ramp up their output for Wi-Fi 6/6E chip solutions looking to embrace booming demand for such chips and increase their...
Friday 15 October 2021
Will foundry expansions lead to capacity glut?
Many IDMs and pure-play foundries, including second-tier ones, are all poised to expand their fab capacities sparking concerns that the arrival of the additional capacities could...
Friday 15 October 2021
TSMC sees fab capacity stay tight, mulls new fab in Japan
TSMC will see its 12- and 8-inch fab capacities stay tight in 2021 and throughout 2022, and is gearing up for its next stage of growth, said company CEO CC Wei at an earnings earnings...
Friday 15 October 2021
Panel semiconductor: Q&A with PanelSemi CEO Ting Chin-Lung
Chinese panel makers have become the world's largest LCD makers after over a decade of fierce market competition, while South Korean panel makers have chosen to gradually withdraw...
Thursday 14 October 2021
Semiconductor materials distributors poised to enjoy strong 4Q21
Semiconductor materials distributors including Topco Scientific, Wah Lee Industrial and Niching Industrial are all set to see their fourth-quarter revenues stay high despite uncertainty...
Thursday 14 October 2021
TSMC expects 4.5% revenue growth in 4Q21
TSMC expects to post revenues of between US$15.4 billion and US$15.7 billion in the fourth quarter of 2021, which is a 4.5% sequential increase at the midpoint. Gross margin and operating...
Thursday 14 October 2021
Uneven inventories across chipmakers still persist, say IC distributors
Uneven inventories across chipmakers will continue to challenge device vendors and OEMs in the fourth quarter of 2021, despite uncertainty emerging in demand visibility, according...
Thursday 14 October 2021
Chip delivery times reportedly reach nearly 22 weeks
The impact of government-led power restrictions on China's local industry supply chains is threatening to prolong delivery lead times for ICs, according to industry sources in Chin...
Thursday 14 October 2021
Power and compound fab capacity to top 10 million wafers monthly in 2023, says SEMI
Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions, worldwide installed capacity for power and compound semiconductor fabs is projected...