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Global supply chain: CE, IPC, automotive
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IN THE NEWS
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...
Friday 11 August 2023
BYD reaches five million NEV production milestone as automotive electrification in China keeps growing
China's largest new energy vehicle (NEV) maker BYD rolled its five millionth car off the production line on August 9. Chairman and president Wang Chuanfu said automotive electrification...
Friday 11 August 2023
Weak peak season: Raydium expects marginal growth in 3Q23
According to Raydium Semiconductor's chairman, Huang Yu-Kuo, Q1 this year marked the lowest point in operations, and recovery is noticeable in Q2. The main growth drivers are medium-...
Friday 11 August 2023
Pegatron expects flat or slight growth in 3Q23 notebook shipments
Pegatron, which saw its notebook shipments increase 24% sequentially in the second quarter, expects to post flat or slight shipment growth in the third quarter.
Friday 11 August 2023
India saw another spike in wearable shipment growth
India, expected to be the largest wearable market in 2023, saw another spike in wearable device shipment growth. Local players remained dominant in India, and smartwatches and earwear...
Friday 11 August 2023
Global notebook shipments to weaken in 2H23 after climbing 20% sequentially in 2Q23, says DIGITIMES Research
Global notebook shipments, not including detachable models, performed stronger than DIGITIMES Research initially expected in the second quarter of 2023, up 20.9% sequentially and...