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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 18 December 2019
Taiwan IC supply chain eyeing huge China PC CPU demand in 2020
Chip demand for PCs from China will pick up substantially in 2020 due to large-scale replacement of PCs by the government and military sectors, providing huge business opportunities...
Wednesday 18 December 2019
Allied Circuit, GCE see server PCB demand pick up
PCB makers Gold Circuit Electronics and Allied Circuit have both seen their production utilization rates ramp up recently thanks to a pick-up in demand for servers, according to sources...
Wednesday 18 December 2019
Concerns about tender offer by competitor: Q&A with WT Microelectronics chairman Eric Cheng
Taiwan's leading IC distributor WPG has announced an open tender offer to acquire 30% of ordinary shares of its peer WT Microelectronics (WT). WPG has requested the Fair Trade Commission...
Tuesday 17 December 2019
Highlights of the day: 5G SoC prices likely to drop in 2H20
Although demand for 5G smartphones is expected to pick up dramatically in 2020, prices of related SoC are expected to stay unfriendly for the first half of 2020 and are unlikely to...
Tuesday 17 December 2019
Semco quits HDI market to focus on IC substrates
Samsung Electro-Mechanics (Semco), following the footsteps of LG Innotek, has announced quitting the HDI market, officially closing its plant in Kunshan, China to focus on production...
Tuesday 17 December 2019
HDI PCB makers striving to improve product mix for higher profits
Taiwan-based HDI PCB manufacturers have put increased focus on non-handset applications to improve product portfolios, which is expected to drive up their quotes and profitability...
Tuesday 17 December 2019
Wahlee to enjoy ramp-up in demand for OLED displays, mini LED-backlit apps
Robust demand for OLED displays and mini LED-backlit applications will buoy IC materials distributor Wahlee Industrial's sales performance in 2020, according to market sources.
Tuesday 17 December 2019
Global fab equipment spending rebounds in 2H19, says SEMI
Projected 2019 global fab equipment spending has been revised upward to US$56.6 billion on the strength of surging memory investments in the latter part of the year after a weak first...
Tuesday 17 December 2019
AMD appoints Michael Gregoire to board of directors
AMD has appointed Michael Gregoire to its board of directors. Gregoire will serve on the Audit and Finance Committee and the Nominating and Corporate Governance Committee.
Tuesday 17 December 2019
Intel acquires AI chipmaker Habana Labs
Intel has announced that it has acquired Habana Labs, an Israel-based developer of programmable deep learning accelerators for the data center for approximately US$2 billion. The...
Tuesday 17 December 2019
Prices of 5G SoC may drop in 2H20
Unit prices for 5G mobile SoCs may begin to ease off in the second half of 2020, according to industry sources.
Monday 16 December 2019
Highlights of the day: TSMC expands partnerships to satisfy orders
Taiwan Semiconductor Manufacturing Company (TSMC) has expanded its cooperation with partners as a measure to satisfy its clients. It has placed orders with Teradyne for more test...
Monday 16 December 2019
TDDI chip prices to fall further in 2020
Prices of TDDI (touch with display driver integration) chips are expected to drop another 10-20% in 2020, according to sources at Taiwan-based fabless chipmakers, which expressed...
Monday 16 December 2019
Compeq to see strong board shipments for handset, TWS applications in 1H20
Taiwan-based PCB maker Compeq Manufacturing is expected to see strong shipment momentum for handset-use HDI boards and True Wireless Stereo (TWS) earbud-use rigid-flex boards that...
Friday 13 December 2019
Highlights of the day: Fingerprint sensor demand to soar from 5G phones
Fingerprint recognition will continue to be a major feature for smartphones next year, with optical and ultrasonic in-display sensors to be two main options for device vendors. Taiwan-based...