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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 3 November 2021
ABF substrate shortage worsening, to last till 2023 at least
The shortage of ABF substrates is worsening further as demand continues to grow at a faster pace than expected, and the supply crunch will persist throughout 2023 and may even last...
Wednesday 3 November 2021
Networking IC suppliers raising prices
Networking IC suppliers including MediaTek and Realtek Semiconductor have raised their Wi-Fi chip prices by 20% or more, prompting device assemblers and makers to also raise their...
Wednesday 3 November 2021
VIS expects another quarter of record high revenue
Eight-inch foundry Vanguard International Semiconductor (VIS) expects to post revenue of between NT$12.3 billion (US$411.5 million) and NT$12.7 billion in the fourth quarter of 2021,...
Wednesday 3 November 2021
Industry watch: What role can Taiwan play in semiconductor supply chain revamp?
During a recent radio interview I was asked to comment on the US government's request for customer information from leading semiconductor companies. We are all aware that Americans...
Wednesday 3 November 2021
Specialty IC foundry VIS considering 12-inch fab
Vanguard International Semiconductor (VIS), which runs only 8-inch wafer fabs, is considering restarting its 12-inch fab plan that once took shape several years ago, according to...
Tuesday 2 November 2021
Highlights of the day: GaN drives the future of EV components
Third-generation gallium nitride (GaN) and silicon carbide (SiC) semiconductors are competing for use in power devices...
Tuesday 2 November 2021
Synopsys and TSMC to develop broad IP portfolio on TSMC N4P process
Synopsys has announced a collaboration with TSMC to develop a broad portfolio of Synopsys DesignWare Interface and Foundation IP on the TSMC N4P process. The collaboration enables...
Tuesday 2 November 2021
Use of GaN devices relies on matched collaborative devices
Efficiency in using GaN devices, to a large extent, depends on design in circuit boards and matched use of collaborative devices, according to supply chain makers.
Tuesday 2 November 2021
Specialty memory maker ESMT upbeat about ASP growth in 2022
Specialty memory IC design house Elite Semiconductor Memory Technology (ESMT) expects its gross margin to stay high at above 40% in the fourth quarter of 2021, with the prospect that...
Tuesday 2 November 2021
Infineon focuses on SiC power component development for EVs
The rapid growth of the electric vehicle (EV) market is driving the growth of power semiconductors. It has also increased the introduction of third-generation silicon carbide (SiC)...
Tuesday 2 November 2021
Bosch announces investments in Germany and Malaysia to boost chip capacity
Bosch, the major automotive supplier, announced that the company would invest more than EUR 400 million (approximately US$464 million) at its factories in Dresden and Reutlingen,...
Tuesday 2 November 2021
DDI vendors may see gross margins eroded by rising production costs
Taiwan's display driver IC (DDI) suppliers will likely post sequential decreases in gross margins through the first quarter of 2022, as they encounter more difficulties in passing...
Tuesday 2 November 2021
GaN and SiC compete in the EV market
Third-generation gallium nitride (GaN) and silicon carbide (SiC) semiconductors are competing for use in power devices in future cars. While SiC has taken the lead thanks to Tesla,...
Tuesday 2 November 2021
China smartphone AP shipments to fall nearly 30% in 4Q21, says Digitimes Research
About 258 million smartphone application processors were shipped to China-based handset vendors in the third quarter of 2021, up 17.9% sequentially, but the corresponding shipments...
Tuesday 2 November 2021
Global semiconductor sales increase 27.6% in 3Q21
Worldwide sales of semiconductors totaled US$144.8 billion during the third quarter of 2021, up 27.6% on year and 7.4% sequentially, according to the Semiconductor Industry Association...