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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
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.
Wednesday 13 April 2022
Foundry PSMC sees 1Q22 gross margin exceed 50%
Pure-play foundry Powerchip Semiconductor Manufacturing (PSMC) saw its gross margin climb to a record high of 51% in the first quarter of 2022, when net profits grew 6.8% sequentially...
Wednesday 13 April 2022
Lead times for automotive and industrial MCUs from IDMs still long
Delivery lead times for automotive and industrial MCUs from international IDMs are still long reaching at least 30 weeks or even more than one year, while Taiwan makers are gearing...
Wednesday 13 April 2022
Kunshan lockdown extension worries IT makers
The COVID lockdown in Kunshan of China's Jiangsu province was not lifted as originally scheduled at midnight of April 12. Instead, the local authorities will implement different lockdown...
Tuesday 12 April 2022
Eight-inch IC fab capacity set to surge 21% to mitigate supply-demand imbalance, says SEMI
Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2 million wafers, or 21%, from the start of 2020 to the end of 2024 to hit a record high of 6.9...
Tuesday 12 April 2022
PTI obtains backend orders for new MediaTek smartphone APs
Powertech Technology (PTI) has obtained orders for packaging MediaTek's smartphone application processors slated for launch later in 2022, under the chipmaker's strategy to diversify...
Tuesday 12 April 2022
Foundries see fab capacities stay fully utilized
Despite growing concerns about end-market demand slowdowns, pure-play foundries continue to see their fabs fully utilized with no major cutbacks in customer orders, according to industry...
Tuesday 12 April 2022
Taiwan DDI makers facing demand uncertainty in 2Q22
Taiwan-based display driver IC suppliers, most of whom have reported brisk sales results for the first quarter of 2022, are bracing for a challenging second quarter amid demand uncertainty,...