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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 23 October 2023
Realtek cautious about 4Q23 prospects
Realtek Semiconductor remains cautious about its sales prospects for the fourth quarter of 2023, as unfavorable macro conditions continue to weigh on end-market demand, according...
Monday 23 October 2023
Taiflex to commercialize FCCL production at new Thailand plant in 2Q24
Taiwan-based Taiflex Scientific, dedicated to supplying flexible copper clad laminate (FCCL), is slated to start mass production at its new plant in Thailand in the second quarter...
Monday 23 October 2023
Weekly news roundup: Chongqing rises to be power semiconductor hub and other top stories
Here are the most-read stories during the week of October 16-20:
Monday 23 October 2023
India to monitor notebook and tablet imports without resorting to licensing or quotas
After multiple policy adjustments, India has implemented an import management system for computers and notebooks without resorting to licensing or quota restrictions, while imported...
Friday 20 October 2023
Samsung reveals eMRAM and BCD roadmap while pushing automotive chip down to 2 nm
The development of EV and autonomous driving is leading to an increase in demand for advanced automotive semiconductors. Samsung Electronics recently held a wafer foundry forum in...
Friday 20 October 2023
MCU vendor Nuvoton eyes opportunities from eco-friendly applications
Nuvoton, a vendor of microcontroller units (MCU) and a provider of 6-inch wafer foundry services, has been eyeing a bigger presence in the automotive and industrial market segments...
Friday 20 October 2023
Far Eastern New Century scales up EV applications, securing automotive tier-1 orders
Reducing carbon emissions from the automotive supply chain has become urgent and created new business opportunities. Taiwan-based Far Eastern New Century (FENC) has expanded applications...
Friday 20 October 2023
Snapdragon Summit: Will Qualcomm's in-house CPU platform and GenAI applications on the edge be game changers?
Qualcomm is slated to debut its cell phone processor Snapdragon 8 Gen 3 in its annual Snapdragon Summit next week. The highlight of the summit will be the new processors for handsets...
Friday 20 October 2023
Apple postpones production launch for new 12.9" tablets
Industry sources have revealed that Apple is rolling out new iPad Pro models and both the new 12.9-inch iPad Pro model and the new iPad Air are designed with traditional LCD backlights,...
Thursday 19 October 2023
TSMC sees CAPEX growth leveling off amid slow demand recovery and higher costs
The world's leading wafer foundry company TSMC announced its earnings report for Q3 of 2023. When answering analysts' questions about the progress of capital expenditure (CAPEX) and...
Thursday 19 October 2023
Walsin continues to see demand for automotive, communication passive components grow
Automotive applications are expected to drive major passive components makers' growth in 2023. Taiwan-based Walsin Technology estimated that the number of global EV charging stations...
Thursday 19 October 2023
Panel component suppliers aware of demand volatility in 4Q23
LCD panel component suppliers are aware of the volatility of demand in the fourth quarter of 2023, although overall operations in the second half of this year are expected to beat...
Thursday 19 October 2023
TSMC expects 11% sequential revenue growth in 4Q23
TSMC expects to post revenues of between US$18.8 billion and US$19.6 billion in the fourth quarter of 2023, which is an 11.1% sequential increase at the midpoint. Gross margin and...
Thursday 19 October 2023
PC demand picking up, says Acer chairman
PC demand is rebounding, but the supply chain should remain cautious about the possibility of black swan events, according to Acer chairman and CEO Jason Chen.
Wednesday 18 October 2023
Foldable iPad in intensive development; mass production to begin in 2H24 at the earliest
Supply chain sources reported that Apple is working with suppliers to develop a foldable iPad, and small-scale production could begin as early as the end of 2024. This suggests that...