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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 21 August 2023
From inefficient to pioneer: notebook supply chain's early shift to Vietnam
Due to the continued rise of labor costs, establishing a second supply chain for the notebook industry outside of China is a discussion topic that surfaces now and then. However,...
Monday 21 August 2023
PDC expects automotive components to drive large-sized MLCC, R-Chip growth
Prosperity Dielectrics Co. (PDC) held an earnings call on August 18. The company said the application of large-sized multi-layer ceramic capacitors (MLCC) and chip resistors (R-Chip)...
Monday 21 August 2023
IPC makers eyeing China's infrastructure smartification as next growth driver
China's economic recovery has fallen short of expectations, and many industry players are not optimistic about sales there in the second half of 2023. Nevertheless, Taiwan's industrial...
Friday 18 August 2023
Lenovo looks to AI server growth as PC business sees double-digit decline
Lenovo released its financial report for the first quarter of the 2023/24 fiscal year (1QFY23/24) ending on June 30th. It saw revenue of US$12.9 billion, marking a decrease of 24%...
Friday 18 August 2023
CIS firm PixArt expects slight revenue growth in 3Q23
PixArt Imaging, a CMOS image sensor specialist, anticipates a modest revenue increase in the third quarter compared to the second. Gross margin and operating margin will also outperform...
Friday 18 August 2023
Import restrictions expected to reverse falling shipments in India's PC market
India saw another fall in PC shipments as the demand in the commercial segment remained weak and sluggish. India may witness a recovery in PC demand due to improving consumer sentiment...
Thursday 17 August 2023
How significant is TSMC's influence in the automotive chip market?
Automotive chips are estimated to register the highest CAGR in revenue from 2022 to 2027 among semiconductor application categories. What is the exact extent of influence TSMC will...
Thursday 17 August 2023
Global top-5 notebook brands see shipment slip in July after strong rebound in June, says DIGITIMES Research
Global top-5 brands, not including Apple, saw their combined notebook shipments slip over 20% on month in July because of the high comparison base in June and a deceleration in demand...
Thursday 17 August 2023
MCU firm Generalplus diversifying target markets, applications
Microcontroller unit (MCU) supplier Generalplus Technology continues to step up its deployment in non-Chinese markets and diversify its target applications, but is still bracing for...
Thursday 17 August 2023
Sunplus cautious about near-term prospects
IC design house Sunplus Technology has expressed concerns regarding its business prospects for the remainder of 2023 and the first half of 2024, citing low order visibility.
Thursday 17 August 2023
MEMS sensor prices face downward pressure
The price competition on microelectromechanical systems (MEMS) sensors is imminent, but Bosch will not be the first batch of players to lower prices, according to Greg Huang, regional...
Thursday 17 August 2023
Taiwanese IC design houses become wary of automotive demand
In contrast to the optimism expressed by global IDMs about automotive IC demand, Taiwan-based IC design companies are more cautious due to recent orders with limited lead times, according...
Thursday 17 August 2023
Quanta sees AI as future growth driver
Quanta Computer expects its future operation and profitability to be majorly driven by the AI business and in addition to servers and automotive AI chips, the company has also been...
Wednesday 16 August 2023
How will iPhone assembly orders be distributed with Apple's new production plans revealed?
South Korean industry sources revealed the new production plan for Apple's iPhone. In 2023, Apple plans to produce an additional 3.2 million iPhones. The assembly order distribution...
Wednesday 16 August 2023
TAS gearing up production for US customer's new wearable
Taiwan-Asia Semiconductor (TAS, formerly Opto Tech) has secured sensor component orders for a US customer's wearable slated for launch in 2024, with volume production set to begin...