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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 16 March 2021
TSMC 2Q21 capacity filled by orders for 5G, HPC and auto chips
TSMC has seen its production capacity during the second quarter filled by a strong pull-in of orders for 5G, HPC and automotive electronics chips, according to industry sources.
Tuesday 16 March 2021
Notebook chip overbooking concerns: Q&A with Edom chairman Wayne Tseng
Pandemic-driven demand for notebooks supporting remote work and study has brought explosive growths in orders for CPUs, power management ICs (PMIC), display driver ICs (DDI), and...
Tuesday 16 March 2021
Pandemic-driven demand boosts semiconductor market up 10.4% in 2020
The semiconductor market saw strong growth in 2020 as the industry marked its third year in the last four of double-digit expansion, despite turmoil from the coronavirus that disrupted...
Monday 15 March 2021
Highlights of the day: Notebook demand still strong
There may be uncertainty lying ahead for the notebook market in second-half 2021 amid overbooking concerns and speculations about stay-at-home needs waning later this year. But currently...
Monday 15 March 2021
Automotive PCB makers see shipments hit by car chip shortages
Taiwan's automotive PCB makers are taking a hit from worsening shortages of car chips, with their actual shipments and revenues being deferred despite strong order momentum from clients,...
Monday 15 March 2021
Component suppliers see no waning of demand from notebook ODMs
Taiwan-based passive, protective and quartz component makers remain confident about orders from notebook ODMs for the rest of the first half of 2021, as they see inventory levels...
Monday 15 March 2021
PCB shipments for high-end notebooks ramping up
Taiwan's notebook PCB suppliers are experiencing a rapid increase in the ratio of shipments for high-end applications and will see their overall shipments grow quarter by quarter...
Monday 15 March 2021
PC OEMs to increasingly adopt DRAM-less SSD in lower-end models
PC OEMs are expected to increasingly adopt DRAM-less SSDs in their entry-level and mid-range models for cost reasons, according to industry sources.
Monday 15 March 2021
Memory demand for notebooks still robust
Brand notebook vendors and OEMs continue to step up their pace of chip orders, including those for memory chips and devices, despite overbooking concerns, according to sources at...
Monday 15 March 2021
Global panel makers ramping up output for notebook applications
Global LCD panel makers are setting higher shipment targets for notebook applications in 2021, expecting current robust panel demand from the notebook sector will persist at least...
Friday 12 March 2021
Yageo to raise 2Q21 quotes for MLCCs, chip resistors
Passive components vendor Yageo has confirmed it will raise its second-quarter quotes for commodity-type MLCCs and chip resistors and will continue its quarterly pricing policy.
Friday 12 March 2021
Notebook PCB makers consider raising quotes
Notebook PCB manufacturers are in talks with their customers about upward price adjustments due to rising copper costs and other expenses, according to industry sources.
Friday 12 March 2021
Prospects for notebook, graphics card makers positive in 2021
Notebook and graphics card makers are poised to enjoy robust demand in the first half of 2021 with the demand growth momentum likely to carry on in the second half of the year, according...
Thursday 11 March 2021
Highlights of the day: Notebook battery prices set to rise
Rising material prices are driving up production costs in many sectors, including notebook batteries. Vendors of notebook...
Thursday 11 March 2021
IC distributors to enjoy strong 1Q21
Taiwan-based IC distributors WPG, WT Microelectronics, Edom Technology and Supreme Electronics are poised to enjoy a particularly strong first quarter of 2021, after reporting brisk...