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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 5 August 2020
Phison to streamline operations in China
Flash device controller IC specialist Phison Electronics has disclosed plans to streamline its operations in China.
Tuesday 4 August 2020
Analog Integrations to swing to profit in 2020
Power management IC designer Analog Integrations has seen clear order visibility through the fourth quarter and is likely to swing to profitability for the whole year of 2020, according...
Tuesday 4 August 2020
Taiwan to gain share in 2H20 global notebook panel shipments
Taiwan makers' share of global notebook panel shipments is expected to rise further in second-half 2020 after hitting a high of 43% in the second quarter of the year, according to...
Tuesday 4 August 2020
SMIC to form JV for sub-28nm chip production
China's Semiconductor Manufacturing International (SMIC) has struck a deal with the Beijing Economic-Technological Development Area Management Committee (BDAC) to form a JV fab that...
Monday 3 August 2020
Highlights of the day: Huawei diversifying sources of AP supply
Bracing for fresh US trade bans, Huawei is making contingency plans, increasing purchases of third-party mobile application...
Monday 3 August 2020
Silicon wafer materials and equipment suppliers see orders pull in from TSMC
With TSMC scaling up its 7nm and 5nm chip output, related silicon wafer materials and equipment suppliers have seen significant orders from the pure-play foundry and are ramping up...
Monday 3 August 2020
Taiwan 2Q20 economic growth estimated at -0.73%
Taiwan's economic growth for second-quarter 2020 is preliminarily estimated at -0.73%, 1.23pp lower than the 0.50% increase forecast in May 2020, according to the Directorate General...
Monday 3 August 2020
PCB shipments for new iPhones to peak in 4Q20, say sources
Taiwan's PCB makers in the supply chain for Apple devices will see their shipments for new iPhones not peak until the fourth quarter this year as Apple has confirmed its iPhone 12...
Monday 3 August 2020
ASE sees pick-up in orders from communication chip segment
ASE Technology Holding expects to generate sequential revenue growth through the fourth quarter of 2019, judging from a substantial pick-up in orders for communications chips.
Monday 3 August 2020
MediaTek expects 3Q20 revenues to grow 22-30% sequentially
MediaTek has estimated its third-quarter 2020 revenues will reach NT$82.5-87.9 billion (US$2.75-2.79 billion) for a 22-30% sequential growth, well beyond market expectations, as shipments...
Monday 3 August 2020
Huawei diversifying purchases of 5G APs
Huawei is increasing the proportion of mobile application processors (APs) from third-party suppliers for its smartphones, reducing use of Kirin chips from its subsidiary HiSilicon...
Monday 3 August 2020
Silicon Motion expects up to 17% revenue decline in 3Q20
NAND flash device controller specialist Silicon Motion Technology expects to post revenues of between US$114 million and US$120 million in the third quarter of 2020, down 12-17% sequentially,...
Monday 3 August 2020
Taiwan ICT product shipments may slow down in 2H20, says TIER
Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to...
Friday 31 July 2020
NAND flash, DRAM to remain largest IC market segments
DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to IC Insights.
Thursday 30 July 2020
Nvidia sees strong sales from datacenter applications
Nvidia is enjoying rising demand for its Ampere-based A100 GPUs from datacenter operators including Amazon Web Services (AWS), Baidu and Microsoft, and saw revenues from the datacenter...