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Global supply chain: Internet trends
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Wednesday 19 May 2021
Taiwan supply chain to see growth in 3Q21 despite pandemic
There is no need to be pessimistic about Taiwan's industrial development amid the surging domestic COVID infections, as its solid high-tech supply chains are expected to demonstrate...
Monday 17 May 2021
Handset components makers may face inventory corrections at Chinese clients in 3Q21
Taiwan's handset components supply chain is likely to feel the pinch of inventory corrections by Chinese handset vendors starting third-quarter 2021 at the earliest amid their sales...
Friday 14 May 2021
Samsung to boost logic chip investment to KRW171 trillion by 2030
Samsung Electronics has announced plans to invest a total of KRW171 trillion (US$151 billion) in its system LSI and foundry businesses through 2030, an increase of KRW38 trillion...
Tuesday 11 May 2021
Server makers eyeing double-digit shipment increases in 2Q21
Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential...
Tuesday 11 May 2021
Antenna supply chain gearing up for 5G mmWave AiP modules
Smartphone-use antenna makers are gearing up for a likely boom in demand for 5G AiP (antenna in package) modules that they expect will be triggered by Apple's release of new mmWave-enabled...
Monday 10 May 2021
MediaTek looking to use TSMC InFO_PoP for handset APs
MediaTek is developing new flagship handset SoCs with performance specs comparable to Apple's A series APs for iPhones, and may also adopt TSMC's advanced InFO_PoP packaging technology...
Friday 7 May 2021
Chips shortages to slow down specs upgrades for new offerings in 2H21
As shortages of ICs and other components are expected to worsen further in the peak season, downstream system makers are expected to slow down specs upgrades for their new offerings...
Friday 7 May 2021
Worldwide semiconductor revenue to grow 13% in 2021 despite chip shortage
Worldwide semiconductor revenues are forecast to surge 12.5% to US$522 billion in 2021, driven by continued-robust growth in consumer, computing, 5G and automotive semiconductors,...
Thursday 6 May 2021
CCL maker Iteq upbeat about 2Q21
Taiwan-based CCL supplier Iteq expects its revenues to be driven by a continued influx of orders for server and 5G base station applications in the second quarter of 2021.
Thursday 6 May 2021
Advantech to see 2Q21 shipments hit by component shortage
Industrial PC maker Advantech expects its second-quarter 2021 sales to be affected by the ongoing shortages of upstream components, with 5-10% of the orders set to see delays in delivery,...
Wednesday 5 May 2021
GaAs foundry AWSC to post revenue growth through June
GaAs foundry Advanced Wireless Semiconductor Company (AWSC) is expected to enjoy sequential revenue increases through June, and will see further revenue growth after new production...
Wednesday 5 May 2021
GlobalWafers expects silicon wafer demand to stay robust through 2023
Taiwan-based GlobalWafers has reported sequential growths in first-quarter shipments for silicon wafers of all sizes, and expects sales momentum to stay strong through 2023.
Tuesday 4 May 2021
Taiwan quartz component suppliers to embrace bright prospects for 2H21
Taiwan-based quartz component makers are expected to see their combined output value grow further in the second half of 2021, driven by strong demand for 5G and Wi-Fi 6 applications,...
Friday 30 April 2021
Vendors of 3D sensors, PA, VMC to brace for new iPhones starting June
Taiwan's 3D sensor, PA and VCM suppliers for iPhones are expected to revive their inventory-preparation momentum for new iPhones starting June following a slowdown in delivering shipments...
Friday 30 April 2021
Win Semi gearing up for robust PA demand for 5G, Wi-Fi 6E devices
GaAs foundry Win Semiconductors expects robust power amplifier (PA) demand for 5G and Wi-Fi 6E applications to drive its revenue growth in the second half of 2021.