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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 26 December 2023
Fuji Electric to increase power semiconductor investment, driven by the EV market
The demand for power semiconductors is being driven by the electric vehicle (EV) market, leading several semiconductor companies to respond accordingly. In addition to partnerships...
Tuesday 26 December 2023
AMD restarts shipment momentum; reveals AI PC platform roadmap for next three years
As PC inventory clearance came to an end in the second half of 2023 and AI drove demand for data center servers, AMD and Intel have announced new platforms to compete in the market...
Tuesday 26 December 2023
Mobile phone IC stockpiling to slow in 1Q24 with recovery prospect uncertain
Mobile phone IC suppliers have witnessed an increase in replenishment demand since the fourth quarter of 2023, particularly from Chinese brand vendors. This pace of replenishment,...
Tuesday 26 December 2023
Tower Semiconductor reportedly submits application for wafer fab in India amid repeated challenges
Tower Semiconductor, one of the foundry applicants for India's incentive scheme, reportedly submitted a fresh application with a new partner while facing a potential legal suit from...
Tuesday 26 December 2023
TSMC to return to sales growth in 1Q24, but peers to wait longer
TSMC will be the first among its peers in the foundry sector to see sales rebound in the first quarter of 2024, but the others will have to wait longer, according to industry sourc...
Monday 25 December 2023
Taiwan MOSFET suppliers increase 2024 inputs as wafer foundry service fees decline
After many quarters of inventory adjustment, inventories of the MOSFET chips, the basic power components, have returned to a healthy level. Seeing customers placing more orders over...
Monday 25 December 2023
Samsung aims for strong semiconductor comeback in 2024 after unprecedented losses in 2023
In light of a global economic slowdown and sluggish memory demand, Samsung Electronics projects a staggering loss exceeding KRW 13 trillion (US$10 billion) for its semiconductor-related...
Monday 25 December 2023
Taiwan DDI makers weigh China outsourcing for cost competitiveness as price reduction pressure remains
Taiwan's display driver IC (DDI) vendors, after experiencing a swift recovery in demand in 2023, face challenges associated with intensified competition from their Chinese counterparts...
Monday 25 December 2023
Sony expands CIS capacity to meet Chinese smartphone demand
Japanese electronic giant Sony has just opened a new factory in Nagasaki Prefecture, Japan, and has purchased land in Kumamoto Prefecture, intending to build another CMOS Image Sensor...
Monday 25 December 2023
Could the Qorvo-Luxshare deal threaten to marginalize Taiwanese backend houses from Apple supply chain?
US power amplifier (PA) vendor Qorvo's decision to sell its packaging and testing plants in China to Luxshare Precision Industry, a key Chinese player in Apple's supply chain, has...
Monday 25 December 2023
PCB makers moving production to Thailand to lower geopolitical risks and for orders from automotive industry, says DIGITIMES Research
According to DIGITIMES Research's observation, there are generally two main reasons for PCB firms to relocate to Thailand: de-risking and opportunities for automotive electronics...
Monday 25 December 2023
India's leading EMS provider Syrma evaluating semiconductor segment
Several Indian EMS companies have entered the OSAT segment...
Monday 25 December 2023
Status of global and Thailand PCB industry
Since 2021, Thailand has become a hub attracting investments from PCB firms looking to diversify their risks by embracing a "China+1" strategy. Many PCB manufacturers from China,...
Monday 25 December 2023
Legacy chip capacity expansion in China poses threat to Taiwan-based IC design houses
The US is fortifying itself against a potential dumping of Chinese-made legacy chips, a risk foreseen by Taiwan-based IC design houses amid a decoupling of the global chip market.
Monday 25 December 2023
Weekly news roundup: China no longer the sole manufacturing hub for smartphones and other top stories
These are the most-read DIGITIMES Asia stories from December 18-22: