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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 3 February 2021
Highlights of the day: 8-inch fab capacity expansion costly
Eight-inch wafer foundry service provider VIS is increasing its capex budget for 2021, with the sum mainly for manufacturing process conversion and facility maintenance. Despite short...
Wednesday 3 February 2021
Eris to see orders transferred from Lite-On Semi start generating revenue in 3Q21
Diode maker Eris Technology is poised to obtain from Lite-On Semiconductor automotive diode production equipment which has been acquired by Eris' largest shareholder Diodes, and will...
Wednesday 3 February 2021
Foxconn to improve gross margin to 7% in 2021
Foxconn expects to improve its gross margin this year to 7% in 2021, and will continue to deepen its deployments in a spate of segments including electric vehicles (EV), robots and...
Wednesday 3 February 2021
Taiwan CCL makers to raise prices to reflect rising materials costs
Taiwan-based CCL makers including Elite Material, Iteq, Taiwan Union Technology and Ventec International are set to raise their quotes soon to reflect rising costs for copper foil...
Wednesday 3 February 2021
Global AIO PC shipments to fall in 1Q21, says Digitimes Research
Global AIO (all-in-one) PC shipments will be weighed down by lingering shortages of crucial parts and components to suffer a sequential decline of 17.5% in the first quarter of 2021,...
Wednesday 3 February 2021
Backend house Xintec expects strong 1Q21
TSMC-invested backend house Xintec expects to enjoy a particularly strong first-quarter 2021 and stable revenue and profit increases for the entire year, thanks to brisk wafer-level...
Wednesday 3 February 2021
VIS raises 2021 capex
Eight-inch foundry Vanguard International Semiconductor (VIS) has budgeted NT$5.1 billion (US$182.33 million) in capex for 2021, up from the NT$3.54 billion allocated last year.
Wednesday 3 February 2021
IC designers brace for insufficient foundry support throughout 2021
Taiwan's IC design houses expect their book-to-bill ratios to stay well above 1.0 throughout 2021, thanks to persistently tight foundry capacity undermining their shipment fulfillments...
Tuesday 2 February 2021
Highlights of the day: Automotive chip demand to further constrain foundry support
Taiwanese foundry houses' promises to devote more capacity to making automotive chips have raised concern among smaller IC designers. With the foundry capacity unlikely to see major...
Tuesday 2 February 2021
DDI backend houses to further raise quotes later in 1Q21
Display driver IC (DDI) backend specialists including Chipbond Technology and ChipMOS Technologies plan to enforce a second wave of price hikes in late February or early March to...
Tuesday 2 February 2021
Inductor makers set to expand capacities amid increasing demand
Taiwan's inductor makers are expected to sustain high capacity utilization in most of 2021, and will move to enforce capacity expansions later in the year to meet strong demand from...
Tuesday 2 February 2021
Fabless chipmakers worry about further supply constraints
With major Taiwan-based foundries expressing their supply commitments to their automotive customers, fabless chipmakers particularly second-tier players have expressed concerns about...
Monday 1 February 2021
SSD adoption among notebooks to accelerate in 2021
Falling NAND flash prices will be driving substantially the adoption of SSDs in notebooks this year, which Micron Technology executive VP and chief business officer Sumit Sadana also...
Monday 1 February 2021
Global notebook shipments surge over 10% to record high of 60 million units in 4Q20
Global notebook shipments, excluding detachable models, surged over 10% sequentially to hit a fresh high of 60 million units in fourth-quarter 2020, mainly driven by robust demand...
Monday 1 February 2021
Highlights of the day: Notebook ODMs feel pressure from rising components costs
IC components prices are rising as a result of shortages amid tight foundry capacity, heaping pressure on notebook makers. ODMs are mulling hiking notebook...