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Wednesday 27 November 2024
Speculation arises about AMD developing AI mobile chip; insiders remain doubtful
Recent market speculation suggests that AMD has developed an AI processor (APU/NPU) suitable for mobile devices. With its exclusive GPU technology, it is expected to compete in the...
Friday 25 October 2024
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC's handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply chain sources.
Friday 19 July 2024
Rising chip competition worries mobile phone makers
Mobile phone manufacturers are concerned about the increasing competition among chip vendors for advanced process capacity, despite the more optimistic demand forecasts.
Friday 21 June 2024
Handset unit sales pick up in China
Handset unit sales during China's 618 mid-year promotion were brisk, in contrast to the disappointing performance of the previous year, according to market sources.
Thursday 16 November 2023
Semiconductor industry to pick up as early as 3Q24, says Edom
IC distributor Edom Technology expects demand in the semiconductor industry will pick up as early as the third quarter of 2024.
Wednesday 18 October 2023
MediaTek chip inventory shrinking
Recent increases in demand for entry-level and midrange smartphones are easing the load on MediaTek's mobile chip inventory, according to industry sources.
Wednesday 13 September 2023
IC backend houses to see demand recovery in 2024
Taiwan-based IC backend houses have witnessed an improvement in their sales performance during the third quarter. However, it is anticipated that a significant rebound in demand may...
Wednesday 14 June 2023
IC distributors see lackluster demand for handsets
IC distributors are pessimistic about handset chip demand for the remainder of this year, as brand handset vendors have prioritized inventory management, according to industry sour...
Wednesday 31 May 2023
KYEC sees handset chip demand remain sluggish
Dedicated IC testing house King Yuan Electronics (KYEC) continues to see weak demand for smartphone application processors, with replenishment demand unlikely to pick up until the...
Tuesday 25 April 2023
TSMC lands advanced chip orders shifted from China
Taiwan Semiconductor Manufacturing Company (TSMC) has gained advanced chip orders shifted from Semiconductor Manufacturing International (SMIC) and other China-based foundries, which...
Friday 14 April 2023
Satellite mobile phones to boom
With Qualcomm and more chip vendors stepping up the development of satellite communication chips for smartphones, satellite phones are nearing commercialization, according to industry...
Tuesday 7 February 2023
Excess 4G handset chip inventories hit foundries
Excess 4G handset chip inventories, including application processors and power amplifiers (PA), are dragging down fab utilization rates at related foundries, according to industry...
Wednesday 11 January 2023
Oppo set to mass produce own handset AP with 4nm process in 3Q23
Oppo is gearing up for volume production of its in-house developed smartphone application processor in the third quarter of 2023, reportedly to be carried out at TSMC with 4nm process...
Thursday 1 September 2022
OSATs strive to grow revenues from automotive sector
Taiwan-based OSATs including ASE Technology, Powertech Technology Group (PTI), King Yuan Electronics (KYEC), Ardentec, Sigurd Microelectronics are all looking to grow revenues from...
Thursday 7 July 2022
IC IDMs see lead times shorten
Deceleration in pull-ins of orders for HPC and handset chips has significantly shortened delivery lead times at IDMs, according to industry sources in China. However, the available...