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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 7 May 2020
SMIC plans listing on Shanghai STAR board
Semiconductor Manufacturing International (SMIC), China's top IC foundry, has disclosed plans to trade its shares on the science and technology innovation board (STAR) of China's...
Wednesday 6 May 2020
Highlights of the day: Apple supply chain leaving China?
Chassis maker, as an important supplier for Apple, is mulling plans to move production to Southeast Asia, with rumors claiming the maker is looking to sell its plants in China. This...
Wednesday 6 May 2020
Innolux posts 6th straight quarterly loss
LCD panel maker Innolux has reported its sixth straight quarterly loss of NT$5.3 billion (US$177.6 million) for the first quarter of 2020, with the company blaming its lackluster...
Wednesday 6 May 2020
GIS poised for strong 2Q20
Touch panel maker General Interface Solution (GIS) is set to perform well in the traditionally flat season in the second quarter 2020 thanks to strong pull-ins for touch solutions...
Wednesday 6 May 2020
HiSilicon enters semiconductor top-10 rankings
Fabless chipmaker HiSilicon ascended to the top-10 ranks of the global semiconductor industry in the first quarter of 2020, making it the first China-based company achieving such...
Wednesday 6 May 2020
GlobalWafers expects flat shipment growth in 2Q20
Silicon wafer manufacturer GlobalWafers expects to post flat sequential growth in second-quarter shipments, and has expressed uncertainty about its outlook this year.
Wednesday 6 May 2020
OSAT firms see robust demand for healthcare MCUs, server chips
Strong demand for healthcare MCUs and commercial notebook chips driven by the coronavirus pandemic has significantly boosted capacity utilization at Taiwan's backend houses, with...
Wednesday 6 May 2020
China smartphone AP shipments brace for steep drop in 2Q20, says Digitimes Research
Shipments of smartphone-use application processors (AP) in the China market are expected to experience a steep drop of 37.8% on year in the second quarter of 2020, as China's handset...
Wednesday 6 May 2020
Power and compound fab spending to rebound in 2H20, says SEMI
Global fab equipment spending for power and compound devices is expected to rebound in the second half of 2020 to meet resurgent end-product demand and jump 59% to a segment record...
Wednesday 6 May 2020
Global semiconductor sales slip in 1Q20, says SIA
The global semiconductor industry posted March sales of US$34.9 billion, up a slight 0.9% sequentially and 6.9% on year, according to Semiconductor Industry Association (SIA).
Tuesday 5 May 2020
Highlights of the day: NOR flash to be in short supply
NOR flash demand has been strong demand, helping suppliers buck the seasonal trend in the first quarter. Supplier expect NOR...
Tuesday 5 May 2020
PCB maker Dynamic eyes strong 2H20
PCB maker Dynamic Electronics expects demand to follow seasonal patterns in the second half of 2020, with stable ramp-up in shipments of high-end boards for automotive, server and...
Tuesday 5 May 2020
TSMC obtains major orders for Nvidia next-gen 7nm and 5nm GPU, sources claim
Speculation is circulating that Samsung Electronics' 5nm EUV process has attracted orders from Nvidia for its next-generation graphics processor series, but sources familiar with...
Tuesday 5 May 2020
Taiwan large-size panel shipments to rise 13% in 2Q20, says Digitimes Research
Taiwan's shipments of large-size panels in 9-inch and above sizes (excluding Sharp's) are expected to grow 12.9% sequentially in the second quarter 2020 thanks to capacity resumption...
Tuesday 5 May 2020
GlobalWafers outlook becomes uncertain
Market observers have expressed uncertainty about silicon wafer company GlobalWafers' business prospects for the third quarter, citing the coronavirus pandemic's impact on end-market...