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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 18 September 2020
AMD to grab 20% share of notebook processor market in 2020
AMD is expected to see its share of the notebook processor market reach a company record-high of 20% in 2020, according to market sources.
Friday 18 September 2020
Arm acquisition faces plenty of obstacles, says IC Insights
After nearly two months of negotiations and press reports that a blockbuster deal was in the works, Nvidia this week announced a US$40 billion agreement to buy Arm from financially...
Friday 18 September 2020
Taiwan PCB makers to maintain stable shipments for PS5 in 4Q20
Taiwan's PCB makers in the supply chain for Sony's PS5 expect stable shipments of rigid mainboards for the new hgame console in the fourth quarter of 2020, according to industry so...
Friday 18 September 2020
Shortages of LCD driver ICs could dent notebook panel shipments in 2021
Many panel makers are ramping up their output for notebook applications thanks to a surge in demand for computing devices needed to support remote work and study. While these makers...
Thursday 17 September 2020
Highlights of the day: TSMC 5nm capacity fully occupied
TSMC is on track to reaping impressive gains in 2020, as signficant orders from Apple will make sure the foundry house's 5nm...
Thursday 17 September 2020
Backend houses register normal progress in processing PS5 SoCs
Backend houses have seen smooth progress in packaging customized SoCs for Sony's PS5 and yield rates at the foundry partner are also steady, with shipment goal set by the vendor for...
Thursday 17 September 2020
PS5 chip production issue unlikely, say semiconductor sources
Claims about TSMC having yield rates issues with its 7nm process manufacturing AMD chips for Sony's PlayStation 5 (PS5) games console are highly questionable, according to sources...
Thursday 17 September 2020
Apple pulls in panel orders for new iPads
Apple's pull-ins for panel orders for its newly released 10.2-inch iPad and 10.9-inch iPad Air have been strong thanks to the booming stay-at-home economy, according to sources from...
Thursday 17 September 2020
Apple orders to fill up TSMC 5nm process capacity
TSMC's 5nm process capacity will be fully utilized through the end of 2020, thanks particularly to strong orders for Apple's new iPad Air and upcoming iPhones, as well as the Mac,...
Wednesday 16 September 2020
Highlights of the day: Huawei reportedly abandoned by Chinese chipmakers
Huawei's woes seem to have been compounded by Chinese chipmakers who, wary of breaching the US trade sanctions that took effect on September 15, have reportedly suspended...
Wednesday 16 September 2020
APCB expects robust stay-at-home economy to drive 2H20 results
Advanced Printed Circuit Board (APCB) expects strong PCB demand for notebook lens modules and DRAM modules supporting the stay-at-home economy to drive its performance in the second...
Wednesday 16 September 2020
China chipmakers suspend shipments to Huawei
China-based chipmakers have quietly suspended their shipments to Huawei, as well as the joint development projects they had been working with the Chinese vendor, amid concerns about...
Wednesday 16 September 2020
Memory chipmakers to deal with inventory correction in 4Q20
DRAM and NAND flash chipmakers will be engaged in inventory adjustments during the fourth quarter of 2020, according to sources at Taiwan-based IC distributors.
Wednesday 16 September 2020
GIS, TPK to see shipments for new iPad expand
Touch panel makers General Interface Solution (GIS) and TPK Holding are both expected to see their shipments for Apple's new iPad Air gradually ramp up in both September and October,...
Wednesday 16 September 2020
Competition in China surveillance chip market heating up
Competition in China's surveillance chip market is heating up, as IC suppliers both in Taiwan and China have geared up efforts to vie for the market share likely to be relinquished...