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Global supply chain: CE, IPC, automotive
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Tuesday 19 April 2022
Chromebook chip demand falling
Chip demand for Chromebooks has been falling rapidly, whereas demand for business notebooks is relatively stable, according to sources at Taiwan-based IC design houses.
Tuesday 19 April 2022
Makers actively bracing for upcoming Kunshan lockdown removal
Component makers and device assemblers operating in China's Kunshan, which has been under COVID lockdown since April 2, are all gearing up preparations for resuming production amid...
Monday 18 April 2022
Automotive, industrial network chips boom in 2022
IC distributors have stressed product portfolio adjustments, dynamic management, and risk diversification are all important strategies for major manufacturers in 2022 as demand weakens...
Monday 18 April 2022
Dell to recruit R&D engineers in Taiwan
Dell Taiwan is recruiting R&D talent in Taiwan for its VxRail hybrid cloud solutions and client-side peripheral equipment and will open a total of more than 200 spots.
Monday 18 April 2022
Intel may farm out PC chipsets processing to OSATs in Taiwan
Intel reportedly is mulling expanding its outsourced backend operations to include PC-use chipsets, and Powertech Technology (PTI) is expected to become the first Taiwan-based OSAT...
Monday 18 April 2022
Elan eyeing large in-cell TDDIs for notebooks as new growth driver
Taiwan-based Elan Microelectronics, specializing in touchscreen controllers for PC applications, expects its newly developed large-size TDDI chips for notebooks to start contributing...
Monday 18 April 2022
IC, auto makers among first in Shanghai to resume operations
More than 600 businesses in Shanghai, primarily IC and auto makers, are resuming operations under the municipality's approval after days of COVID lockdown. TSMC said its Songjiang...
Monday 18 April 2022
Ongoing lockdowns in China threaten disruptions in global electronics supply chain
Lockdowns underway in China to control the spread of COVID-19 are raising the specter of significant disruptions in the global supply chain for electronic components and consumer...
Monday 18 April 2022
TSMC expects pricing strength to remain
TSMC does not comment on its pricing details, but has no plans to drop its prices even in a downturn, said company CEO CC Wei during a Q&A session of the company's recent earnings...
Friday 15 April 2022
Ledlink expanding capacity for secondary optical lenses used in LED automotive lighting
Ledlink Optics has disclosed it has been expanding production capacity for secondary optical lenses used in LED lighting at its factory in eastern China since 2020, with the expansion...
Friday 15 April 2022
Jih Lin revenue ratio for automotive leadframes to exceed 50% by 2023
Taiwan-based leadframe maker Jih Lin Technology expects sales of its car-use offerings to grow steadily for a revenue contribution ratio of over 50% by 2023 thanks to strong demand...
Thursday 14 April 2022
TSMC expects another quarter of record revenue in 2Q22
TSMC expects to post revenues of between US$17.6 billion and US$18.2 billion in the second quarter of 2022, which is a 1.9% sequential increase at the midpoint. Gross margin and operating...
Thursday 14 April 2022
MacBook delivery to Apple slowing down amid COVID restrictions
Lockdown extensions in Kunshan and Shanghai, China are expected to impact Apple's MacBook shipments in the second quarter as delivery from its notebook ODM to the US-based vendor...
Thursday 14 April 2022
Taiwan firms eyeing bigger presence in industrial MCU market
With IDMs such as Infineon and STMicroelectronics experiencing prolonged delivery lead times for industrial MCUs, Taiwan-based MCU suppliers are looking to fill the growing supply...
Thursday 14 April 2022
Analog IC prices to rise at slower pace
Analog chip prices are expected to continue rising but at a slower pace while supply-side constraints remain, according to sources at Taiwan-based IC design houses.