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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 8 August 2023
Topoint: PCB bottomed out; has stable demand in three major sectors
PCB drill manufacturer Topoint held its earnings call on August 4. Looking ahead to 3Q23, it stated that inventory clearance in the supply chain is approaching its end. Most customers...
Tuesday 8 August 2023
Realtek conservative about 2H23 prospects
IC design house Realtek Semiconductor is cautious about its sales prospects for the second half of this year, despite experiencing a substantial increase in revenue during the second...
Tuesday 8 August 2023
DDI suppliers uncertain about 2H23 demand prospects
Display driver IC suppliers experienced a surge in short-lead-time orders in the second quarter, but it is uncertain whether this trend will continue into the second half of the year,...
Tuesday 8 August 2023
Automotive IC stands out among chip applications in 2023, says DIGITIMES Research
According to the financial results released for the last quarter, of the five major chip applications, demand for most semiconductor applications are declining or stagnant, and only...
Tuesday 8 August 2023
Backend houses to see output for new AMD AI chips ramp up in 2024
Backend houses will see their output for AMD's new AI chips increase significantly in 2024, according to industry sources.
Tuesday 8 August 2023
Dim 2H23 outlook: why the chip industry kept getting it wrong
After adjustments in the semiconductor sector in 2022, industry stakeholders are keenly observing when a genuine turnaround will take place. Between 4Q22 and 1H23, signs of stabilization...
Monday 7 August 2023
NAND production cuts; Phison Electronics advances AI applications to verification stage
Phison Electronics, a NAND controller chip manufacturer, stands out with NT$441 million profit in 2Q23 despite global NAND flash manufacturers facing significant losses. Its profit...
Monday 7 August 2023
Airbus collaborates with STMicroelectronics on power electronics for aircraft electrification
Airbus and STMicroelectronics have signed an agreement to cooperate on power electronics research & development to support lighter and more efficient power electronics, essential...
Monday 7 August 2023
To attract the likes of TSMC, India needs more product companies: VLSI Society
While India is making solid strides toward developing its semiconductor manufacturing industry, more must be done on the product side to grow the ecosystem, according to Satya Gupta,...
Monday 7 August 2023
Weekly news roundup: China's strides and setbacks in semiconductor self-sufficiency and other top stories

China boosts silicon wafer production to strengthen resilience

Monday 7 August 2023
TSMC and Taiwan's raison d'etre: solution provider for the toughest assignments
Having just celebrated the inauguration of its Global R&D Center building in Hsinchu, TSMC has made clear that Taiwan will remain the core hub of its innovation and advanced-node...
Monday 7 August 2023
Chinese CPU maker Loongson continues to explore server market
China's main CPU maker Loongson Technology has recently noted that the demand for stoarge has exceeded that of computing when it comes to the server market, as reported by Chinese...
Monday 7 August 2023
Fast SiC Semiconductor scales up EV charger, energy storage, industrial control businesses
Founded in 2019, Taiwan-based Fast SiC Semiconductor has transitioned its business focus from consumer electronics to EV charging, energy storage systems and industrial control systems...
Monday 7 August 2023
UMC posts flat July revenue
Pure-play foundry United Mircroelectronics (UMC) has reported revenue of NT$19.06 billion (US$601.3 million) for July 2023, essentially unchanged sequentially. However, compared to...
Friday 4 August 2023
Memory backend houses see influx of short lead-time orders
Memory backend specialists including Powertech Technology (PTI), ChipMOS Technologies and Orient Semiconductor Electronics (OSE) have received an influx of short lead-time orders...