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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 12 September 2023
DDI suppliers brace for slow 3Q23
Taiwan-based display driver IC (DDI) suppliers are bracing for a lackluster third quarter, with many reporting August revenue that was roughly comparable to the previous month, according...
Tuesday 12 September 2023
MCU suppliers see customers remain cautious
Taiwan-based MCU suppliers continue to see customers place short lead-time orders and stay cautious about placing more regular and longer-term ones, according to industry sources.
Tuesday 12 September 2023
Next US export ban against China could target advanced packaging
In light of the fact that Chinese foundries can still obtain used equipment and consumables for process technology upgrades despite the US ban, the US could target advanced packaging...
Tuesday 12 September 2023
Apple extends modem deal with Qualcomm, highlighting challenges in building in-house alternatives
Despite years of development for in-house modem chips, Apple agreed to extend its procurement agreement to source them from Qualcomm by three years, showing how challenging it is...
Tuesday 12 September 2023
Will Taiwan IC design houses gain from China iPhone ban?
The extent and impact of China's prohibition on the use of iPhones in the public sector remain unclear. It will certainly negatively impact iPhone sales in China, but Taiwanese IC...
Monday 11 September 2023
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research
The global foundry industry is expected to see its combined revenues return to growth in 2024, but chip demand is still estimated to be influenced by uncertainties in the consumer...
Monday 11 September 2023
Rise of China's second-tier NEV companies creates new opportunities for MCU makers
China-based new energy vehicle (NEV) manufacturers have scaled up in the past years, driving the semiconductor market growth. The automotive-grade MCU market has also expanded.
Monday 11 September 2023
Nvidia leads semiconductor turnaround in 2Q23
After five consecutive quarters of declining revenue, the semiconductor industry reversed course in the second quarter of 2023, according to Omdia. Nvidia led the turnaround.
Monday 11 September 2023
LCD panel prices and utilization rates seen lower in 4Q23
Liquid crystal display (LCD) panel prices continued to rise in August, benefiting four major Taiwanese panel manufacturers' revenue growth. However, since the momentum of subsequent...
Monday 11 September 2023
Blumind targets sustainability in the chip industry, seeking long-term partnership with Taiwan
Blumind is pitching a farsighted approach of neural network processing using an all-analog architecture for AI applications to be more sustainable in the future. The company has completed...
Monday 11 September 2023
Qualcomm consolidates leading position in automotive technologies
Qualcomm announced several partnerships centered on automotive technologies at IAA Mobility 2023. It will collaborate with two-wheeler makers like Gogoro and deepen ties with Mercedes-Benz,...
Monday 11 September 2023
Samsung to equip all home appliance products with NPUs in 2024
Samsung Electronics regards artificial intelligence (AI) as a key innovation for next-generation home appliances, and starting from 2024, the company plans to equip all its new home...
Monday 11 September 2023
Weekly news roundup: ASML CEO warns against compelling China to be innovative and other top stories
These are the most-read stories on the DIGITIMES Asia website during the week of September 4–8:
Friday 8 September 2023
Status of global wafer foundry industry, 2023
The global foundry industry's combined revenues in 2023 are expected to shrink more than 10% on year after a growth of nearly 30% in 2022.
Friday 8 September 2023
TSMC sees August revenue reach 7-month high
TSMC saw its August revenue increase 6.2% to reach a 7-month high, while revenue at fellow company United Microelectronics (UMC) slipped 0.6% on month halting a 5-month streak of...