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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 27 May 2021
Another TSMC employee infected with coronavirus
One of TSMC's employees living in New Taipei City has been tested positive for COVID-19, according to the pure-play foundry. The Taiwan-based foundry has seen two employees infected...
Thursday 27 May 2021
IC test interface vendors keenly developing high-specs solutions for EV chips
IC test interfaces that can withstand high current of up to 1,000 A and high voltage of 1,200V will see a significant surge in demand for processing high-current driver ICs and other...
Thursday 27 May 2021
Taiwan III-V IC firms gearing up for car LiDAR demand
Taiwan's III-V semiconductor players including foundry Win Semiconductors and epi-wafer supplier Visual Photonics Epitaxy (VPEC) have cut into the supply chains of major carmakers...
Thursday 27 May 2021
Taiwan small- to mid-size LCD panels – 1Q 2021
Taiwan's small- to medium-size panel shipments only went down 2.4% sequentially in the first quarter of 2021, thanks mainly to better-than-expected smartphone panel demand, despite...
Thursday 27 May 2021
Global tablet market, 1Q 2021
First-quarter 2021 global tablet shipments amounted to 35.96 million units, down 22.7% from a quarter ago but up 45.5% from a year ago.
Thursday 27 May 2021
Taiwan PCB makers unlikely to gain from CMK suspending production in Thailand
Japan's major automotive PCB maker CMK has decided to suspend production at its plant in Thailand for one week after 10 employees were infected with COVID-19 virus, but Taiwan-based...
Wednesday 26 May 2021
Highlights of the day: Supply chain gears up for new iPhones
Apple's supply chain is gearing up for the upcoming iPhones. Apple is expected to adopt flexible AMOLED for all of its next-generation iPhones to be launched later this year and will...
Wednesday 26 May 2021
Supply of fast-charging devices remains constrained
Taiwan-based fabless chipmakers specializing in fast-charging devices for handsets continue to see their supply constrained, despite some concerns raised about disappointing end-market...
Wednesday 26 May 2021
Demand for GaAs-based PA remains robust
Taiwan's III-V semiconductor players have seen demand for GaAs-based power amplifiers for smartphone and Wi-Fi 6 applications remain steady despite a slowdown in 5G rollouts, according...
Wednesday 26 May 2021
Global 200mm fab capacity to grow at record pace, says SEMI
Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 950,000 wafers, or 17%, from 2020 through 2024 to reach a record high of 6.6 million wafers per month,...
Wednesday 26 May 2021
Taiwan PCB supply chain warming up for new iPhones
Taiwan PCB and CCL makers in the supply chain of Apple smartphones are gearing up production for new iPhones, with delivery schedules returning to pre-pandemic timeframes, according...
Wednesday 26 May 2021
Server ODMs see shipments disrupted by chip shortages
Server ODMs have seen their shipments disrupted by the shortages of power management ICs, network switches, and other chips and components, which are unlikely to ease until the end...
Wednesday 26 May 2021
Chip demand from end-market starts weakening?
Chip inventory may have returned to reasonable levels in upstream and downstream sectors, thanks in part to a slowdown in demand for chips from the end-market device vendors, according...
Wednesday 26 May 2021
Apple to outpace Samsung as top buyer of smartphone AMOLED displays
Apple is expected to unseat Samsung Electronics as the largest buyer of AMOLED displays for smartphones in 2021, as new iPhones for the year reportedly will all adopt flexible AMOLED...
Wednesday 26 May 2021
TSMC kicking off production for new iPhone chips
TSMC has kicked off production for Apple's next-generation iPhone processor dubbed A15, and will see demand for the chip surpass that for its predecessor last year in scale, according...