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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 8 February 2023
Auto chips supply chain to undergo restructuring in next 1-2 years
The shortages of automotive chips and components have eased from the past few years, but the entire supply chain is expected to undergo restructuring in the next 1-2 years as the...
Wednesday 8 February 2023
Huawei automotive business reportedly sees management shakeup
Huawei's Intelligent Automotive Solution Business Unit (ISABU) reportedly has seen a management shakeup, with its president Wang Jun being suspended.
Wednesday 8 February 2023
Taiwan MCU vendors post revenue drops in January
Taiwan-based MCU vendors generally saw their January sales decline sequentially or annually, and are wary of the near-term demand outlook as they will remain in the stage of inventory...
Wednesday 8 February 2023
Mucker has confidence in Taiwanese B2B SaaS startups
In terms of Taiwan's entrepreneurial environment, Mr. Jerry Chen, an investor in Mucker Capital for the Asia Pacific region, is of the opinion that Taiwan has very little visibility...
Wednesday 8 February 2023
PC component suppliers see promising replacement demand
Despite overall PC demand weakness, replacement demand from CPU and GPU upgrades remains promising, according to sources at related component suppliers.
Wednesday 8 February 2023
Inventory correction for notebooks nears end
Inventory adjustments for notebooks have reached the last stage, meaning industry revival could happen sooner than expected, according to sources at IC design hous...
Tuesday 7 February 2023
When will DDI market turn around?
Novatek Microelectronics is about to hold its earnings call, and what market outlook the top Taiwanese supplier of display driver ICs (DDI) will give for the chip segment is highly...
Tuesday 7 February 2023
Reduced MacBook volume put Taiwanese supply chain under pressure
The Taiwanese supply chain has relied on the stable demand from Apple. However, it has recently received news that delivery of the Mac series will be significantly reduced. In addition,...
Tuesday 7 February 2023
Foxconn Electronics January revenues hit January record
Foxconn Electronics has reported consolidated revenues of NT$660.363 billion (US$22.01 billion) for January, the historically highest monthly level for January with growth of 4.93%...
Tuesday 7 February 2023
TINVA optimistic about Taiwanese startups developments in ESG, semiconductors, medical devices, smart manufacturing
Taiwanese startups can no longer involve in "me-too" or "me-better" businesses, but must plan ahead and develop "me-only" technologies. The reasons are because the scales of Taiwanese...
Monday 6 February 2023
Building Taiwan's international startup team to connect with international talents, markets, and capital
Mr. Wufu Chen, Chairman of Acorn Campus Taiwan pointed out that, facing a new wave of lifestyle paradigm shift, he and his company will assist Taiwan in forming an international team...
Friday 3 February 2023
Taiwan-based listed electronics firms record US$953 billion in total 2022 sales
All firms with considerable business scales in Taiwan's electronics industry are publicly traded. When they release their tentative annual financial indicators, we can already grasp...
Friday 3 February 2023
Apple saw worst holiday performance in 4 years, but sees hope in India
As seen on Apple's latest financial results, the world's largest company by market cap suffered from a weak economy and supply constraints that led to the worst holiday performance...
Friday 3 February 2023
Qualcomm posts revenue drop in fiscal 1Q23; automotive chip sales jump 58%
Qualcomm has reported revenue declined 12% on year to US$9.5 billion in its fiscal first quarter, with its QCT (Qualcomm CDMA Technologies) business generating nearly US$7.9 billio...
Friday 3 February 2023
Bosch signs with Beijing Automotive to deliver high-end automotive products
Bosch China signed a strategic partnership with China's state-owned Beijing Automotive Group (BAIC) on Feb 1, strengthening ties with the leading supplier in the space of smart cockpit,...