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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 17 July 2020
Supply and demand of TV panels to remain healthy in 2021
The TV panel market is poised to see a relatively healthy development due to an improvement in supply and demand resulting from Korean makers' departure from LCD TV applications,...
Friday 17 July 2020
Equipment makers All Ring, Laser Tek see brisk orders
Taiwan-based All Ring Tech and Laser Tek have both seen clear order visibility so far in third-quarter 2020 for PCB and passive component manufacturing equipment.
Friday 17 July 2020
TSMC raises forecast for 5G smartphone penetration
TSMC has revised upward its 5G smartphone penetration rate forecast for 2020 to 17-19%, but expects the overall smartphone shipments this year to decline 11-13%.
Friday 17 July 2020
TSMC expects 5nm to generate 8% of 2020 revenue
TSMC expects to see 5nm process technology account for about 8% of its total wafer revenue in 2020, compared with the about 10% estimated previously. The foundry also confirmed it...
Friday 17 July 2020
PCB makers eyeing new shipment boom for mini LED notebooks, TVs
Taiwan's PCB makers are poised to embrace a new wave of shipment boom for mini LED backlit boards along with increasing penetration of mini LED backlighting technology in new notebook...
Friday 17 July 2020
Driver ICs for notebooks, TVs in stable demand through 2H20
Taiwan's suppliers of driver ICs, midrange logic ICs and memory packaging materials for notebooks, TVs and other electronics devices supporting stay-at-home economic activities are...
Thursday 16 July 2020
Highlights of the day: TSMC raises 2020 outlook
TSMC has reported strong results for second-quarter 2020, thanks to continued robust demand for 5G infrastructure deployments and HPC-related products that was able to offset weaknesses...
Thursday 16 July 2020
PC-related chip suppliers look to double-digit revenue gains in 3Q20
Taiwan-based IC design houses specializing in PC-related chip solutions are expected to post double-digit revenue growth in the third quarter of 2020, thanks to a continued pull-in...
Thursday 16 July 2020
TSMC expects 3Q20 revenue to increase 9%, raises outlook
TSMC expects to post revenues of between US$11.2 billion and US$11.5 billion in the third quarter of 2020, which is a 9.3% sequential increase at the midpoint. Gross margin and operating...
Thursday 16 July 2020
Chinese makers gaining dominance in panel industry
China's panel makers are now in a better position in influencing the course of the LCD sector's development and pricing trends, thanks to the Korean counterparts Samsung Display and...
Thursday 16 July 2020
PCB makers may see robust demand for server applications till 1Q21
Taiwan-based PCB makers including HannStar Board and Tripod Technology will continue to see strong demand for server applications in the second half of the year, with the momentum...
Thursday 16 July 2020
TSMC wafer start shipments expected to post double-digit gains in 3Q20
TSMC's wafer start shipments are likely to post double-digit percentage point gains sequentially in the third quarter due to high capacity utilization rates enjoyed by the pure-play...
Thursday 16 July 2020
Co-Tech enjoys strong copper foil shipments for high-speed CCLs
Co-Tech Copper Foil, which produces copper foil used to manufacture CCLs and PCBs, has enjoyed strong shipments for high-frequency and high-speed CCLs needed to support 5G and AI...
Thursday 16 July 2020
TSMC to see orders increase for Arm-based Macs in 2H21
TSMC is expected to see orders for Apple's Macs based on its Arm-based silicon ramp up and contribute substantially to the foundry's wafer sales starting the second half of 2021,...
Thursday 16 July 2020
Increasing healthcare efficiency and patient safety with ADLINK medical-grade panel computers
The global demand for healthcare services is growing, due in part to increases in aging populations, chronic diseases, and patient volumes in emerging countries. These trends and...