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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 15 August 2023
Heterogeneous integration for automotive AI chips reportedly driving IC analysis demand
AI chips reportedly being developed by Tesla using heterogeneous integration are driving up demand for IC verification analysis services, according to industry sources.
Tuesday 15 August 2023
Foxconn's investment in India to expand to CE and EV key component assembly
Foxconn has seen multi-fold growth in revenue, employee numbers, and investment since its expansion into India in 2005, says the company's chairman, Young Liu. While primarily focused...
Tuesday 15 August 2023
Getac sees low order visibility for 2H23
Industrial PC (IPC) maker Getac said its customers are being cautious about their second-half prospects and that it is seeing poor order visibility in the second half of 2023.
Tuesday 15 August 2023
Auto chip prices unlikely to drop in Europe
Automotive-grade IC prices are unlikely to drop in the short term, as production costs are rising and major European suppliers are increasing investments in expanding their manufacturing...
Tuesday 15 August 2023
IC design houses brace for weak 2H23
Given the rising uncertainty in end-market demand, many Taiwanese IC design companies are bracing for a particularly weak second half of 2023, according to industry sources.
Tuesday 15 August 2023
TSMC should be able to keep its new overseas JV fabs profitable
Market observers view TSMC's overseas expansion strategy with skepticism, which also presents some opportunities for the pure-play foundry. Despite the fact that its wholly owned...
Monday 14 August 2023
IDM said to offer fast-track services for automotive mmWave radar entrants
Millimeter wave radar sensors hold significant potential in future cars. Therefore, the competition between major IDMs has become more intense, even with chip shortages. Supply chain...
Monday 14 August 2023
WPG sees profit exceed guidance in 2Q23
IC distributor WPG has reported operating profits increased 27% sequentially to NT$2.47 billion (US$77.2 million) in the second quarter, with net profits jumping over 200% on quarter...
Monday 14 August 2023
Compeq expects substantial revenue growth in 3Q23
HDI PCB manufacturer Compeq Manufacturing anticipates a significant sequential growth in third-quarter revenue. The company saw its July revenue hit an eight-month high of NT$6.03...
Monday 14 August 2023
LinkCom expects automotive, telecom segments to generate more revenues in 1Q24
Taiwan-based magnetic component company LinkCom Manufacturing held an earnings call on August 11. General manager Wilson Tan said the company is expanding its magnetic component and...
Monday 14 August 2023
PlayNitride eyeing significant microLED penetration in cars next year
While Micro LED technology continues to advance towards commercial production, its market acceptance is still subject to observation. However, Taiwan-based LED chipmaker PlayNitride...
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
Monday 14 August 2023
Foreign-based automotive tier-1s under pressure in China
China's mature EV supply chain has challenged foreign automotive tier-1 suppliers and their joint ventures. Foreign-based companies have trailed behind the country's battery dominance,...
Monday 14 August 2023
India roundup: Confusion and concerns mount among notebook and tablet vendors over India's import restriction measure
India's surprising announcement to require license for imported notebooks and tablets raised confusion and concerns in the IT hardware industry. Hyundai is looking to launch more...
Friday 11 August 2023
IPC firm DFI optimistic over 2H23 outlook
With the end of customer inventory adjustment and the gradual warming up of the tooling and network security equipment industries, embedded motherboard and industrial PC (IPC) vendor...