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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 10 November 2020
AUO, Innolux see revenues drop sequentially in October
Panel makers AU Optronics (AUO) and Innolux both saw their revenues decline in October from the previous month due to shortages of some key components and reduced work days in the...
Tuesday 10 November 2020
UMC October revenue rise, VIS flat
Pure-play foundry United Microelectronics (UMC) saw its October revenue increase 5.2% sequentially, while revenue at fellow company Vanguard International Semiconductor (VIS) stayed...
Monday 9 November 2020
Highlights of the day: PWM IC in serious shortages
Tight foundry capacity has constrained semiconductor supply, with PWM ICs in particularly serious shortages. The IC...
Monday 9 November 2020
Novatek expects 4Q20 revenue to hit another record
Display driver IC specialist Novatek Microelectronics expects to post revenues of between NT$21.8 billion (US$763.4 million) and NT$22.5 billion in the fourth quarter of 2020, which...
Monday 9 November 2020
PCB maker Apex positive about 4Q20
Taiwan-based PCB maker Apex International expects its fourth-quarter revenues to grow robustly on year thanks to strong shipments for TV, notebook and networking applications.
Monday 9 November 2020
AUO making headway in diverse panel segments
AU Optronics (AUO) has seen its policy focusing on value transformation and vertical integration bring significant results, driving sales of a diverse range of LCD panels, according...
Monday 9 November 2020
Power management chips in severe shortages
The global supply of ICs demanding 8-inch wafer fabrication services has been tight, with shortages of power management chips (PWM IC) being particularly severe, according to industry...
Monday 9 November 2020
How post-election US-China ties may affect Taiwan semiconductor sector
It remains uncertain how the outcome of the US presidential election may change the country's trade tensions with China, but semiconductor firms in Taiwan generally believe the American...
Friday 6 November 2020
AI key to future Taiwan semiconductor success, says Etron chairman
Developing and strengthening technology associated with artificial intelligence (AI) will be critical for Taiwan-based chipmakers in their pursuit of the next growth engine, and may...
Friday 6 November 2020
Highlights of the day: ODMs continue moving out of China
The US presidential race is still too close to call, but the final outcome of the election will not change Taiwanese ODM's...
Friday 6 November 2020
TPK conservative about 4Q20 amid shrinking demand for handset applications
Touch modules vendor TPK Holding has turned conservative about its fourth-quarter 2020 business results despite impressive revenue and profit gains in the third quarter, and is shifting...
Friday 6 November 2020
ASE, Win Semi cut into supply chain for new Qualcomm chips
Taiwan's backend houses ASE and affiliated Siliconware Precision Industries (SPIL) reportedly have landed orders for Qualcomm's Snapdragon X60 modem chips while GaAs foundry Win Semiconductors...
Friday 6 November 2020
Compeq enjoys profit growth in 3Q20
PCB manufacturer Compeq Manufacturing has reported net profits climbed 43.8% sequentially to NT$1.44 billion (US$50.4 million) in the third quarter of 2020, with EPS reaching NT$1....
Friday 6 November 2020
Second-tier foundries eyeing bigger share in 8-inch foundry market
With 8-inch wafer fabrication demand rising rapidly for chips including ultra-thin fingerprint sensors, power management ICs, MOSFET chips and display driver ICs, second-tier foundries...
Thursday 5 November 2020
Highlights of the day: VIS to see strong 4Q20
The foundry sector has seen robust demand this year with fab capacity in tight supply. Taiwan-based VIS, which provides...