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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 19 May 2020
Top silicon wafer makers post revenue falls in 1Q20, says Digitimes Research
High inventory levels at clients in late 2019 and the coronavirus outbreak early this year combined to send first-quarter 2020 revenues of the world's top-2 silicon wafer suppliers...
Tuesday 19 May 2020
Qualcomm, MediaTek head to head in entry-level 5G SoC market
MediaTek has announced a new Dimensity chipset for smartphones, the Dimensity 820, supporting 5G and the latest multimedia and AI technologies. The new offering portends keen competition...
Tuesday 19 May 2020
SMIC unlikely to replace TSMC amid Huawei ban
Semiconductor Manufacturing International (SMIC) is highly unlikely to replace TSMC as the major foundry partner of Huawei even if TSMC stops shipping to the China-based client due...
Tuesday 19 May 2020
Taiwan backend houses expect Huawei orders to drift starting 4Q20
Taiwan-based OSAT firms will continue to fulfill chip orders from Huawei/HiSilicon in the third quarter of 2020, but are unsure about the orders in the fourth quarter as the Chinese...
Tuesday 19 May 2020
TSMC braces for impact of new US restrictions on Huawei
TSMC already took 7nm and 5nm chip orders from Huawei in advance before stopping taking more orders from the China-based client in the wake of the US government's announcement of...
Monday 18 May 2020
Highlights of the day: TSMC US fab project could reshape supply chain
TSMC has dopped a bombshell by announcing a plan to build a 5nm fab in the US. While the full impact of the fab poject remains to be seen, Digitimes Research believes it could reshape...
Monday 18 May 2020
Taiwan IC design service providers upbeat about 2Q20 prospects
Most Taiwan-based fabless ASIC designers and silicon IP providers remain upbeat about their sales and profits for the second quarter of 2020 thanks to clear order visibility from...
Monday 18 May 2020
Samsung, Globalfoundries to see growing threat from TSMC
TSMC has an over 50% of the global pure-play foundry market, and the establishment of its new US fab could pose a further threat to Samsung's foundry operations and Globalfoundries,...
Monday 18 May 2020
TSMC 5nm fab in US could reshape global chipmaking supply chain, says Digitimes Research
A TSMC wafer fab designed for advanced 5nm process manufacturing in the US could drive changes to many semiconductor players within the supply chain, according to Digitimes Researc...
Friday 15 May 2020
PCB maker Unitech losing momentum from AirPods 2
Unitech Printed Circuit Board saw its revenues and net profits for the first quarter of 2020 decline both sequentially and annually, and has expressed caution about its second-quarter...
Friday 15 May 2020
Phison looks to high-capacity SSD for future growth
Flash memory controller and device supplier Phison Electronics has been aggressively expanding its SSD offering, particularly the high-capacity segment, which the company believes...
Friday 15 May 2020
HannStar Board to see strong 2Q20
PCB manufacturer HannStar Board expects to enjoy a particularly strong second quarter of 2020, thanks to an influx of short lead-time orders for notebook applications.
Friday 15 May 2020
Taiwan small- to mid-size LCD panels – 1Q 2020
Taiwan's small- to medium-size panels shipments went down 28.4% sequentially in the first quarter of 2020, reaching only 167.64 million units as demand for entry-level smartphones...
Friday 15 May 2020
Escalating trade war to hit China foundry sector
With the US set to impose new restrictions on exports to China, including exports of some critical semiconductor equipment, the ban that will become effective on June 29 is likely...
Friday 15 May 2020
Nvidia intros Ampere GPU
Nvidia has unveiled its Ampere-based GPU series, and has already kicked off volume production of the first chip based on the architecture. Powered by 54 billion transistors, the Ampere...