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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 22 June 2021
Slowdown in cryptomining to constrain graphics card makers' profitability in 2H21
Graphics card makers may see their profit growth constrained by a slowdown in cryptomining demand in the second half of 2021, as China steps up its crackdown on cryptocurrency, according...
Tuesday 22 June 2021
Notebook ODMs to post single-digit shipment growth in 2Q21
The ongoing shortages of power management chips and display driver ICs will constrain notebook ODMs' shipment growth to just single digits sequentially in the second quarter, according...
Tuesday 22 June 2021
Chipmakers see lower-than-expected shipments for Chromebook
Speculation is circulating in the chipmaking industry that vendors including Intel, AMD, Qualcomm and MediaTek expect their shipments for Chromebooks to continue growing but at a...
Tuesday 22 June 2021
PCB makers remain upbeat about notebook demand in 3Q21
PCB makers remain upbeat about demand for notebooks in the third quarter of 2021, but are unsure whether demand will stay brisk in the fourth quarter, according to industry sources...
Tuesday 22 June 2021
Memory makers expect minor impact from cutback in orders for Chromebook
Memory makers have estimated an only single-digit reduction in orders for Chromebooks, which will have a minor impact on their sales in the third quarter, according to industry sou...
Tuesday 22 June 2021
Uneven chip inventories challenging downstream device assemblers
Uneven inventories across chipmakers are generating more costs facing downstream device assemblers in not only the PC and handset sectors but also the auto industry, according to...
Tuesday 22 June 2021
Taiwan makers ready for bigger presence in automotive supply chain?
Automotive electrical/electronic architecture (EEA) has accelerated the realization of the future vehicle, and now the mainstream traditional car makers and technology car makers...
Tuesday 22 June 2021
TSMC to give top priority to car chips, Apple orders
TSMC will give supply priorities to orders for automotive ICs and those placed by Apple in the third quarter of 2021, followed by chip orders for PCs, servers and networking devices,...
Tuesday 22 June 2021
A new world order, a new battleground
What kind of world will it be in 2030? The era of 5G with low latency, high speed and ultra-connectivity is maturing, and people are waiting for 6G that will leverage low orbit satellites...
Monday 21 June 2021
Top-5 notebook vendor shipments slip 7% on month in May due to component shortages
Global top-5 notebook brands, not including Apple, saw their combined shipments drop 7% on month in May. Despite strong notebook demand from the end market, IC supply remained constrained,...
Monday 21 June 2021
Foundries see automotive chips play increasingly important role
Pure-play foundries see the automotive segment play an increasingly important role in their revenue, according to market sources.
Friday 18 June 2021
Highlights of the day: TSMC N4 process to start risk production in 3Q21
TSMC is fast advancing its manufacturing processes, and it is expected to move its N4, namely 4nm, node to risk production...
Friday 18 June 2021
Meiko set to triple automotive PCB capacity in 2022
Japan-based PCB maker Meiko Electronics has announced plans to make total investments of JPY50 billion (US$453.72 million) in 2021-2024 fiscal years, with the focus placed on expanding...
Friday 18 June 2021
Yageo to enhance product mix through mergers, partnership
Passive component manufacturer Yageo, which used to have commodity products account for the majority of revenue, has managed to improve its product mix through several mergers made...
Friday 18 June 2021
Foundries to initiate another price increases
Taiwan-based IC design houses, including first-tier players and those specializing in LCD driver ICs and MOSFET chips, have been notified by their foundry partners about another price...