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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 11 August 2023
Hanmi Semiconductor established new production site to prepare for TSV process orders in HBM
The AI trend has fueled the high-bandwidth memory (HBM) business opportunities, which in turn has brought attention to related equipment supplier Hanmi Semiconductor. Recently, to...
Friday 11 August 2023
SMIC expands production despite geopolitical and macroeconomic challenges
Amid the subdued demands for consumer electronics and smartphones, the rising utilization rate recorded by Semiconductor Manufacturing International (SMIC), the largest pure-play...
Friday 11 August 2023
Weak peak season: Raydium expects marginal growth in 3Q23
According to Raydium Semiconductor's chairman, Huang Yu-Kuo, Q1 this year marked the lowest point in operations, and recovery is noticeable in Q2. The main growth drivers are medium-...
Friday 11 August 2023
ESMT still under pressure from high-ASP wafer inventory
Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) will continue to adjust its cost structure in the second half of 2023, as pressure from high-ASP wafer...
Friday 11 August 2023
SK Hynix gearing up for LPDDR5T production for upcoming MediaTek flagship mobile chip
SK Hynix's LPDDR5 Turbo (LPDDR5T) memory has completed performance verification for use with MediaTek's upcoming next-generation mobile SoC, which is slated for release later this...
Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
Friday 11 August 2023
TSMC, VIS unlikely to drop 8-inch foundry quotes
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) only negotiate prices when volume and long-term contracts are in place in order to maintain their wafer average...
Thursday 10 August 2023
Commerce Department is reaping hundreds of CHIPS Act inquiries
The US Commerce Department has received more than 460 statements of interest for projects in 42 states seeking federal funds or financing help from last year's Chips and Science Act,...
Thursday 10 August 2023
Green hydrogen is valid green energy source for Taiwan's semiconductor industry, says DIGITIMES Research
As more and more companies participating in the RE100 initiative will use 100% green energy by 2030–2050, green hydrogen is a key option in the long-term global energy transition...
Thursday 10 August 2023
TSMC, VIS post over 10% sequential revenue increases in July
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential revenue increases of 13.6% and 14.4%, respectively, in July.
Thursday 10 August 2023
GaAs foundries post mixed July revenues
July revenue for Win Semiconductors fell 8.3% sequentially, while revenue for fellow GaAs foundry Advanced Wireless Semiconductor (AWSC) rose 9.8% sequentially. Despite a 51.1% increase...
Thursday 10 August 2023
Zhen Ding to set up new plant in Thailand
PCB maker Zhen Ding Technology has announced plans to set up a new plant in Thailand for the production of primarily automotive and AI server products.
Thursday 10 August 2023
Samsung likely to announce GPU cooperation with AMD at System LSI Tech Day event
Samsung Electronics' "Samsung System LSI Technology Day" is expected to be held in early October in Silicon Valley, USA. Market sources said the event may include and announcement...
Thursday 10 August 2023
Panel makers to see further sales improvements in 3Q23
Taiwan's display panel makers are expected to see sales improve further in the third quarter of 2023, as the peak season arrives, according to industry sources. For large-size panels,...
Thursday 10 August 2023
Parade expects PC market rebound to be minimal in 2H23
A substantial recovery in PC demand is unlikely to take place until 2024, according to Parade Technologies, which specializes in high-speed transmission chips. Parade chairman Ji...