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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 9 February 2021
Taiwan quartz component makers to embrace strong 1Q21
Taiwan-based quartz component makers including TXC, Siward Crystal Technology, and Harmony Electronics are poised to enjoy a particularly strong first quarter of 2021 due to robust...
Tuesday 9 February 2021
Chipbond, ChipMOS to enjoy strong 1H21
Display driver IC backend specialists Chipbond Technology and ChipMOS Technologies are both poised to enjoy a strong first half of 2021, driven by continued strong demand for small-size...
Monday 8 February 2021
Highlights of the day: TSMC to faces challenges from political pressure
Following the setup of an advanced wafer fab in the US because of the US government's pressure, TSMC is now facing pressure...
Monday 8 February 2021
CCL makers to see strong shipments throughout 2021
Taiwan CCL suppliers are expected to see their supply capacity become tighter in 2021 than 2020 amid increasing demand for both general and high speed/frequency applications, and...
Monday 8 February 2021
Notebook production relocation from China not crucial concern for vendors
Notebook brand vendors are taking a wait-and-see attitude toward whether to have their supply chain partners move production out of China, as the Biden administration is not expected...
Monday 8 February 2021
Political pressure challenging TSMC
TSMC is believed to have been under political pressure to set up an advanced wafer fab locally in the US in the wake of the US-China trade war. The pure-play foundry has also come...
Friday 5 February 2021
Asustek invests in Portwell for AIoT applications
Asustek Computer has announced to spend NT$1.5 billion (US$53.13 million) on acquiring a 30% stake in Portwell and will partner with the IPC maker to establish Embedded Foundry, an...
Friday 5 February 2021
Lenovo COO Lanci to retire
Gianfranco Lanci, COO and president for Lenovo, will retire from the PC vendor in September 2021. The company also disclosed organization and personnel changes that will become effective...
Friday 5 February 2021
Top-10 IC growth categories to enjoy 2021
Each of the top-10 growing IC product categories tracked by IC Insights is expected to see a double-digit increase in sales, but only the top-five segments are forecast to grow faster...
Friday 5 February 2021
Taiwan makers see LCD TV shipments rise in 4Q20
Taiwan-based makers shipped 9.52 million LCD TVs globally in fourth-quarter 2020, increasing 9.8% sequentially and 12.3% on year, according to Digitimes Research.
Friday 5 February 2021
Wire-bonding capacity to stay short of demand throughout 2021
ASE Technology Holding will see its wire-bonding capacity run at full utilization and remain short of demand through the end of 2021, and up to 90% of clients have signed two-year...
Friday 5 February 2021
Global tablet shipments to fall 31% in 1Q21, says Digitimes Research
Worldwide tablet shipments climbed to a 13-quarter high of 51.56 million units in the fourth quarter of 2020, according to Digitimes Research. However, shipments will fall 31% sequentially...
Thursday 4 February 2021
Order visibility for passive component materials clear for 3-4 months
Taiwan's suppliers of upstream materials for passive components have seen clear order visibility for 3-4 months ahead thanks to a significant ramp-up in demand for MLCCs, chip resistors...
Thursday 4 February 2021
Copper foil makers Co-Tech, Nan Ya keen on capacity expansions
As demand has outgrown supply for copper foil needed to support booming 5G infrastructure, automotive and consumer electronics applications, Taiwan's makers including Co-Tech Development...
Thursday 4 February 2021
Notebook chips in tight supply
The supply of notebook-use chips including display driver ICs, power management chips and audio codecs chips continues to fall short of demand in the first quarter of 2021 despite...