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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 8 September 2021
Semi equipment billings hit record high in 2Q21, says SEMI
Global semiconductor equipment billings increased 48% on year and 5% sequentially to a record high of US$24.9 billion in the second quarter of 2021, according to SEMI.
Wednesday 8 September 2021
Apex sees August PCB sales drop as COVID ravages Southeast Asia
Taiwan-based PCB maker Apex International, with main manufacturing operations in Thailand, saw its August revenue drop 27.2% sequentially due to the impact of COVID outbreaks in Southeast...
Wednesday 8 September 2021
Taiwan August export value hits record for second time straight, says MOF
Taiwan recorded a total export value of US$39.55 for August 2021, hitting a monthly record for the second consecutive time with a growth of 4.2% on month and 26.9% on year. The corresponding...
Wednesday 8 September 2021
More smartphone vendors to adopt vapor chambers for new models
More China- and South Korea-based smartphone vendors are expected to adopt vapor chambers (VCs) for their new models slated for launch in the fourth quarter of 2021, according to...
Wednesday 8 September 2021
LED driver IC firm Macroblock to embrace strong 2H21
LED driver IC design house Macroblock has obtained orders with shipments scheduled until year-end of 2021 with quotes its products for rising due to tight supply of wafer foundry...
Wednesday 8 September 2021
OmniVision to cut back wafer starts at Taiwan foundries, say sources
OmniVision plans to cut back substantially its orders placed with Taiwan's IC manufacturing sector, according to market sources.
Tuesday 7 September 2021
Highlights of the day: Foundry houses keenly expanding fab capacity
As order visibility for many market segment, such as 5G and EV, has already extended to 2025, foundry houses are eager...
Tuesday 7 September 2021
Taiwan CCL makers post double-digit revenue increases in August
Copper-clad laminate (CCL) makers including Elite Material (EMC), Iteq, Taiwan Union Technology (TUC) and Ventec Electronics all saw their revenues register double-digit on-year increases...
Tuesday 7 September 2021
Nan Ya PCB to enjoy sales growth through 4Q21
Taiwan-based IC substrate maker Nan Ya PCB is poised to generate sequential revenue increases through the fourth quarter of 2021, as robust ABF-based as well as BT substrate demand...
Tuesday 7 September 2021
Unisoc smartphone AP business, 2H 2021
Unisoc has become an alternative source of smartphone AP supply for Chinese smartphone brands.
Tuesday 7 September 2021
LCD driver IC designers to be under thorny process of hiking prices
LCD driver IC design houses will hike quotes to reflect continually increased costs for wafer foundry services but have been faced with reluctance from clients, LCD panel makers,...
Tuesday 7 September 2021
Foundries step up capacity expansions
Pure-play foundries have accelerated their capacity expansions as they have seen promising demand for cloud computing, AI, EV, 5G and IoT related applications, with order visibility...
Monday 6 September 2021
Highlights of the day: IC design houses brace for weaker profits
IC design houses are caught between rising foundry costs and weakening end-market demand. The IC designers' sales and...
Monday 6 September 2021
IC design houses set to slow down shipments in 4Q21
Taiwan IC design houses are expected to slow down their shipments in the fourth quarter of the year, as downstream clients have recently started to soften their shipment pull-in momentum,...
Monday 6 September 2021
PCB makers guardedly optimistic about shipments for new Apple devices in 2H21
New Apple Watch and MacBook series reportedly are facing headwinds in production, but Taiwan's PCB makers in the supply chain of iOS devices are not concerned about possible delays...