CONNECT WITH US
Global supply chain: US-China trade war, G2
US-China trade war, G2 news coverage
IN THE NEWS
Friday 19 July 2019
Taiwan passive components makers actively moving to develop 5G RF, antenna products
Lackluster terminal market demand has prompted Taiwan's leading passive components makers Yageo and Walsin Technology to step up implementing new development roadmaps for the next...
Wednesday 17 July 2019
TrueLight doing well in consumer application market for VCSEL
Taiwan-based TrueLight, dedicated to providing optoelectronics semiconductors including VCSEL components, is expected to see revenues from shipments of VCSEL devices for smartphone...
Monday 15 July 2019
Foxconn likely to rely on new acquisitions to build semiconductor ecosystem
Foxconn Technology Group, gearing up to build its own semiconductor ecosystem, is expected to activate a new round of acquisition deals to fill up the gaps in its supply chain, according...
Friday 12 July 2019
Taiwan top-3 IC designers to see rosy performances in 3Q19
Taiwan's top-3 IC designers MediaTek, Novatek Microelectronics and Realtek Semiconductor are expected to enjoy strong shipment and revenue increases in the third quarter of 2019,...
Thursday 11 July 2019
TSMC 2H19 performance hinges mostly on new iPhones sales
TSMC's better-than-expected revenues for second-quarter 2019 in defiance of some operational hiccups may have come as a confidence boost, but a spate of variables may affect the pure-play...
Tuesday 9 July 2019
Semiconductor supply chain needs at least 3 months to digest inventory
It will take at least three months for global semiconductor inventories to be digested while semiconductor supply chain players are still plagued by overcapacity and clients' conservative...
Monday 1 July 2019
IntelliEPI 2019 revenues rise 10-20% on robust demand for GaAs, InP epi-wafers
Taiwan-based Intelligent Expiataxy Technology (IntelliEPI) expects its revenues for 2019 to rise 10-20% on year on growing demand for GaAs and InP-based epi wafers to support 5G infrastructure...
Thursday 27 June 2019
IC equipment distributor Spirox stands to gain from trade war
Taiwan-based Spirox, which distributes IC packaging and testing equipment, stands to benefit from the US-China trade war as it has seen a fast pickup in orders from China semiconductor...
Thursday 27 June 2019
Memory backend firm Walton sees challenging 2019
Walton Advanced Engineering expects 2019 to be a challenging year for the memory backend specialist, citing continued falls in DRAM and NAND flash prices, and increasing uncertainty...
Tuesday 25 June 2019
MOSFET supply chain optimistic about 3Q19
Taiwan power semiconductor MOSFET supply chain players are expected to see notable revenue pickups in the third quarter of 2019 with order visibility stretched through mid-August,...
Friday 21 June 2019
PCB supply chain sees low feasibility of relocation to Southeast Asia
The feasibility of Taiwan's PCB makers relocating production from China to Southeast Asia or elsewhere along with major downstream assemblers of electronics devices is quite low,...
Thursday 20 June 2019
Bincentive offers decentralized assets management solutions
Taiwan blockchain startup Bincentive is striving to provide investors with decentralized assets management solutions and serve as an incentivized matchmaking platform for vetted crypto...
Wednesday 19 June 2019
FPCB maker Flexium tapping 5G, IoT application opportunities
Flexible PCB specialist Flexium Interconnect is looking to explore more application opportunities for its products beyond handsets, especially those for use in 5G and IoT devices,...
Tuesday 18 June 2019
HDD makers to scale up production in Thailand
Taiwan-based HDD manufacturers Cal-Comp Electronics & Communications and Quanta Storage have both moved to scale up their output in Thailand at the request of their major clients...
Tuesday 18 June 2019
China DRAM industry development on track, says Winbond chairman
The development of China's homegrown DRAM industry is on track despite the escalating US-China trade war resulting in a slowdown in demand for end-market applications including handsets,...