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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 21 April 2021
Delivery lead times for USB PD chips prolonged
Delivery lead times for notebook-use USB power delivery (PD) chips at international vendors, such as Cypress, have been prolonged to at least 28 weeks due to tight capacity at 8-inch...
Wednesday 21 April 2021
Qualcomm, MediaTek mull fan-out packaging for flagship handset APs
Qualcomm and MediaTek are both considering adopting fan-out PoP in the production of their flagship smartphone application processors, following in the footsteps of Apple utilizing...
Wednesday 21 April 2021
Taiwan sees sharp decrease in 1Q21 investment from China
The Ministry of Economic Affairs (MOEA) approved six projects to invest in Taiwan proposed by China-based investors in first-quarter 2021, decreasing 80% on year, with the total proposed...
Wednesday 21 April 2021
Taiwan March export orders increase
Taiwan-based makers received export orders worth US$53.66 billion in March 2021, increasing 26.0% sequentially and 33.3% on year, according to the Ministry of Economic Affairs (MOE...
Wednesday 21 April 2021
PCB makers wary of overbooking by clients
Taiwan's PCB makers are optimistic about their sales for the months ahead, but they are also cautious about longer-term prospects amid worsening overbooking by clients, according...
Wednesday 21 April 2021
UMC plans 40% price hike in 2022
United Microelectronics (UMC) is negotiating contracts for next year, when the pure-play foundry plans to initiate another price hikes, according to sources at IC design houses.
Wednesday 21 April 2021
Foundries see prices bullish through 2022
Tight foundry capacity is expected to persist through 2022, encouraging foundry chipmakers to continue raising their quotes, according to industry sources.
Tuesday 20 April 2021
Highlights of the day: Notebook shipments severely short of demand
Components shortages have been troubling the notebook sector, with ODMs and brand vendors set to see shipments fall...
Tuesday 20 April 2021
DRAM maker Nanya to build new 12-inch fab
Taiwan-based DRAM maker Nanya Technology has announced plans to establish a new 12-inch wafer fab designed for the company's in-house developed 10nm-class and EUV-based process man...
Tuesday 20 April 2021
MediaTek likely to post revenue growth of 10-20% in 2Q21
MediaTek is expected to post sequential revenue growth of over 10% or even 20% in the second quarter of 2021, after seeing its revenues grow 12.06% sequentially to NT$108.033 billion...
Tuesday 20 April 2021
NAND flash controller supply remains tight
The supply of NAND flash controllers remains tight, constraining shipments of eMMC storage devices and SATA SSDs, according to industry sources.
Tuesday 20 April 2021
Notebook makers see 2Q21 shipments fall short of orders by up to 50%
The supply of notebooks particularly that of Chromebooks remains constrained in the second quarter, with ODMs and brand vendors expected to see shipments fall short of orders by 30-50%,...
Monday 19 April 2021
Highlights of the day: Fabless IC firms diversifying foundry sources
Industry-wide shortage of foundry capacity has sent fabless IC design houses scrambling for support. They are now diversifying their foundry...
Monday 19 April 2021
Acer to acquire stake in display driver IC company
Acer has disclosed plans to acquire a stake in FocalTech Systems, a Taiwan-based display driver IC supplier, for up to NT$1.5 billion (US$53.21 million).
Monday 19 April 2021
Apple may adopt in-house developed dual-band AiP for new iPhones, say sources
Apple is stepping up development its own dual-band 5G AiP (antenna in package) module, which, along with Qualcomm's solutions, may be featured in its next-generation iPhones, according...