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Global supply chain: US-China trade war, G2
US-China trade war, G2 news coverage
IN THE NEWS
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
China fab toolmaker ACM enhances offering for local demand
China-based ACM Research, a supplier of advanced wafer-level packaging equipment and other fab tools, has been expanding its product portfolio to satisfy the growing needs of China's...
Friday 15 May 2020
TSMC announces intention to build and operate 5nm fab in US
TSMC today announced its intention to build and operate an advanced semiconductor fab in the US with the mutual understanding and commitment to support from the US federal government...
Wednesday 13 May 2020
VCSEL chips demand on track for stable expansion
VCSEL (vertical-cavity surface-emitting laser) chip demand for 5G base station equipment, networking devices and even optical communications applications has got on track for stable...
Wednesday 13 May 2020
Laster to start volume production at Taiwan factory in 2Q21
LED automotive lighting module maker Laster Tech is installing automated equipment at a factory in northern Taiwan and expects volume production to begin in second-quarter 2021, according...
Tuesday 12 May 2020
No specific plans yet for US fab, says TSMC
TSMC has always been evaluating potential locations for an advanced wafer fab overseas, including the US, but no specific plans have been put in place yet, according to the pure-play...
Tuesday 5 May 2020
Automotive components makers moving out of China
Some makers of automotive components, especially intermediate ones, are moving factories out of China in the wake of the US-China trade disputes and the coronavirus pandemic, according...
Wednesday 29 April 2020
US tech giants seeking to expand test production in Taiwan
US tech giants including Apple, Facebook and Google reportedly are mulling expanding test production of new products in Taiwan, whose advantages in the IT manufacturing sector have...
Tuesday 21 April 2020
Taiwan PCB makers eyeing 5G infrastructure, HPC applications for 2020 growth
Taiwan-based PCB makers are expected to see robust demand for 5G base stations, servers, networking equipment and HPC devices significantly drive up their shipments in 2020 while...
Tuesday 21 April 2020
Taiwan IC firms see orders for 5G infrastructure pull in from China
Taiwan-based IC design houses have landed a pull-in of orders for 5G base-station and customer-premise equipment (CPE) from China, according to sources at Taiwan's IC distributors.
Friday 17 April 2020
Taiwan IC design houses to remain beneficiaries of US-China trade war
The lingering US-China trade tensions are set to further encourage Huawei and other China smartphone vendors to reduce their dependence on their US chip suppliers, which will continue...
Thursday 16 April 2020
Intel reclaims top position in semiconductors
Worldwide semiconductor revenue totaled US$419.1 billion in 2019, down 12% from 2018, according to final results by Gartner. Intel regained the top position in the market as the downturn...
Wednesday 26 February 2020
Huawei places more chip orders with China fabs
Huawei has placed more chip orders with fabs in China, including TSMC's 12-inch wafer plant in Nanjing and SMIC's facilities, over the past half year, according to industry sources...
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.
Friday 7 February 2020
Electronic-grade solvent demand looks promising
Electronic-grade solvent demand from Taiwan's chipmaking industry is expected to be bullish, according to a supplier who is reportedly in TSMC's supply chain.