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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 25 November 2020
Taiwan Mask optimistic about 2021
Photomask supplier Taiwan Mask (TMC) has expressed optimism about its operations in 2021, citing robust demand from 8-inch and 12-inch foundries for mature-node manufacturing.
Tuesday 24 November 2020
Highlights of the day: Foundry quotes rising
Tight capacity has already sent pure-play foundries raising quotes for the 8-inch segment by 10-15% in fourth-quarter...
Tuesday 24 November 2020
BT substrate production lead time extended
The supply of ABF substrate has been tight, which has also pushed up BT substrate production lead times, according to industry sources.
Tuesday 24 November 2020
Automotive PCB makers see promising demand from Asia
Taiwan's automotive PCB makers have experienced a major change in shipment structures so far this year, with the ratio of shipments to Asia rising significantly and those for the...
Tuesday 24 November 2020
Top-15 semiconductor suppliers to see combined revenue increase 13% in 2020, says IC Insights
The world's top-15 semiconductor companies are forecast to see their combined sales increase 13% in 2020, slightly more than twice the expected total worldwide semiconductor industry...
Tuesday 24 November 2020
Winstek set to land more backend orders for blockchain AI chips
IC backend service provider Winstek Semiconductor (formerly STATS ChipPAC Taiwan) is expected to see a surge in demand for blockchain-use AI chips in December, according to company...
Tuesday 24 November 2020
Tight ABF substrate supply pushing up prices, lead times
Tight ABF substrate supply has not only pushed up prices by 30-40% but also prolonged delivery lead time to a maximum of three quarters, according to industry sources.
Tuesday 24 November 2020
China smartphone AP shipments, 3Q 2020
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up 13.4% quarter-over-quarter and down 9.5% year-over-year.
Tuesday 24 November 2020
Eight-inch foundry quotes to rise up to 40% in 2021
Pure-play foundries including Globalfoundries, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) have raised their 8-inch foundry quotes by 10-15% in the...
Tuesday 24 November 2020
The 'curse' of chip scaling
Moore's Law will continue to be embraced as sort of a faith when it becomes inapplicable, but chiplets will have a chance to become the mainstream in future IC design, according to...
Monday 23 November 2020
Highlights of the day: Backend services quotes rising
Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE...
Monday 23 November 2020
Taiwan IC design houses to embrace bright prospects for 2021
With China stepping up its efforts to build a "de-Americanized" semiconductor supply chain, Taiwan-based IC design houses led by MediaTek are expected to see a bright year for their...
Monday 23 November 2020
TSMC reportedly plans capacity expansion at Nanjing fab
TSMC has decided to build new facilities at its 12-inch fab in Nanjing to satisfy growing demand from the foundry's local customers in China, according to a report by Taiwan's Central...
Monday 23 November 2020
Wi-Fi 6 chip shipments to be robust in 2021
Taiwan-based IC vendors expect their shipments of Wi-Fi 6 chips to continue growing in 2021 thanks to continued demand from end-market device clients, according to industry sources...
Monday 23 November 2020
Taiwan IC design houses enjoy pull-in of short lead-time orders from China
The US trade sanctions against Huawei and its chipmaking affiliate HiSilicon continue to benefit Taiwan's IC design sector in the fourth quarter of 2020, set to be a particularly...