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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 13 February 2020
Apple reportedly in high demand for 5nm A14 to support 5G devices
Apple's demand for 5nm A14 mobile application processors (AP) to support its 5G devices is likely to be 50-60% higher than that for its 7nm A13, highlighting the vendor's determination...
Wednesday 12 February 2020
Coronavirus outbreak impact: Apple reportedly raising production in Taiwan
Production disruption in China is everyone's nightmare in the IT supply chain in the wake of the coronavirus. Many makers are raising their production outside of China, and Apple...
Wednesday 12 February 2020
BOE to lose out handset panel shipment race to Samsung Display in 2020
BOE Technology is likely to lose out to Samsung Display in a shipment race for handset panels in 2020 as most of China's panel makers are to be forced to delay their production due...
Wednesday 12 February 2020
Global Unichip expects modest growth in 2020
IC design service company Global Unichip expects to enjoy modest revenue growth in 2020, driven by growing demand for 5G and AI related devices.
Wednesday 12 February 2020
Taiwan large-size panel shipments to contract 7.8% in 1Q20, says Digitimes Research
Taiwan's shipments of large-size panels in 9-inch and above sizes (excluding Sharp's) are expected to contract 7.8% sequentially in the first quarter of 2020 if the coronavirus outbreak...
Wednesday 12 February 2020
Outbreak posing mixed impacts on different semiconductor segments in China
The coronavirus outbreak has posed mixed impacts on semiconductor firms operating in China, with backend service houses suffering the most, reaching average capacity utilization of...
Tuesday 11 February 2020
Coronavirus outbreak impacts: TSMC unfazed by outbreak
The coronavirus outbreak in China is hitting hard many in the supply, but TSMC is a major exception. The world's top pure-play foundry has no plans to revise its sales guidance for...
Tuesday 11 February 2020
PCB makers see workers return slowly, but shipments transportation OK
Taiwan-based PCB makers operating plants in China are seeing a low return rate of workers amid the ongoing coronavirus outbreak but they have secured smooth transportation for products...
Tuesday 11 February 2020
TSMC continues to see supply run tight despite coronavirus outbreak
TSMC continues to see its supply remain tight, with no cutbacks in orders from its major fabless clients such as Huawei's HiSilicon, according to sources familiar with the matter.
Monday 10 February 2020
Coronavirus outbreak impact: Many have yet to return to work in China
Many factories in China resumed work today after an extended Lunar New Year break, but many Taiwanese IT firms expected a low return rate of workers amid the ongoing coronavirus outbreak,...
Monday 10 February 2020
MediaTek slightly lowers global 5G handset sales projection for 2020
MediaTek has adjusted downward its 2020 projection for the world's 5G handset shipments to 170-200 million units from over 200 million due to the coronavirus outbreak, with the Chinese...
Monday 10 February 2020
Silicon Motion expects sales drop in 1Q20
NAND flash device controller specialist Silicon Motion Technology expects to post a revenue decrease of 10-15% sequentially in the first quarter of 2020, with gross margin ranging...
Monday 10 February 2020
TSMC revenues up in January, VIS down
TSMC has reported consolidated revenues for January 2020 increased 32.8% on year and 0.4% sequentially to NT$103.68 billion (US$3.45 billion), while revenues at specialty IC foundry...
Monday 10 February 2020
CSOT LTPS panel production in Wuhan likely to be halved
Panel production of China Star Optoelectronics Technology (CSTO) at its plants in Wuhan, the center of the coronavirus outbreak, will be hit hardest by the widespread epidemic, according...
Monday 10 February 2020
Lite-On Semi posts revenue drop in January
Without recognizing sales generated by On-Bright Electronics, Lite-On Semiconductor saw its revenues fall about 14% from a year earlier in January 2020.