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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 28 July 2023
Entry-level to mid-range handset SoCs crucial in 2H23 competition
Handset sales momentum was more robust in emerging markets such as South Asia, Africa, and Latin America than in China and other major economies in the second quarter of 2023, according...
Friday 28 July 2023
TSMC inaugurates Global R&D Center to explore new materials and transistor architecture research
TSMC inaugurates its Global Research and Development Center, a building it proclaimed as the "Bell Labs in Taiwan" in Hsinchu on July 28. The building will house more than 7,000 R&D...
Friday 28 July 2023
Nikkei: Huawei collaborates with SMIC on 7nm 5G smartphone chips
According to Nikkei Asia, Huawei will start mass-producing 5G smartphone chips through a collaboration with SMIC in the near future. Their goal is to resume high-end smartphone...
Friday 28 July 2023
Flexium turns conservative with 2H23 operation
Flexible PCB specialist Flexium Interconnect, during its investor meeting on July 27, pointed out that the company will focus on maintaining its profitability in the second half and...
Friday 28 July 2023
Renesas keeps seeing uncertainties in automotive sector, saying SiC production will scale gradually
Renesas Electronics said on July 27 that uncertainties remain in the automotive sector, especially with changes in the Chinese market. The company also said it will go slow on its...
Friday 28 July 2023
Champion Microelectronic optimistic about 2H23 and 2024 operation
Taiwan-based power management IC (PMIC) and power component supplier Champion Microelectronic saw its revenues from the first half of 2023 almost reach the level of whole-year 2022...
Friday 28 July 2023
Nvidia prioritizes AI GPU supply for long-term partners
Nvidia has given its long-term partners, including Quanta Computer, Wistron, and Supermicro, priority to receive its AI GPUs which are in great demand, according to industry sources...
Friday 28 July 2023
Intel foresees PC recovery in 2H23 as it achieves surprising profitability
Intel surprisingly turned a profit in the past quarter, and the company expected a healthy second half of the year as inventories are gradually back to normal levels and the PC market...
Friday 28 July 2023
MaxLinear announces termination of merger deal, but Silicon Motion intends to enforce it
US-based MaxLinear has announced that it has exercised its contractual rights to terminate its May 5, 2022 merger agreement with Taiwan-based Silicon Motion. But Silicon Motion has...
Thursday 27 July 2023
Innolux expects 7–9% increase in large-size panel ASP in 3Q23
Innolux expects large-size panel ASP to pick up 7–9% from before in the third quarter with LCD TV panel prices continuing to stabilize and increasing procurement of IT panels,...
Thursday 27 July 2023
Panama says it can cut risks to US semiconductor supply chain
Panama's government said it can help the US diversify and secure its semiconductor supply chain as geopolitical tensions increase the risk of global chip shortages.
Thursday 27 July 2023
Worldwide semiconductor OSAT market expects growth in 2024 due to accumulated advanced OSAT demand, says IDC
According to IDC's upcoming report, it is estimated that the worldwide semiconductor OSAT market size will drop by 13.3% on year in 2023. However, with the gradual recovery of the...
Thursday 27 July 2023
Governments, carmakers taking proactive steps to secure chips enabling ADAS, autonomous driving
The development of advanced driver assistance systems (ADAS), self-driving cars and smart cockpits is closely related to AI. Although the chip war between China and the US has not...
Thursday 27 July 2023
Will HMB add new variable to US-China semiconductor rivalry?
With the rapidly rising popularity of generative AI, high bandwidth memory (HBM) and graphics processing units (GPU) have become highly sought-after components. However, as the semiconductor...
Thursday 27 July 2023
Distributor deal with Insulectro and demand from AI applications propel EMC H2 performance
Elite Material Corporation (EMC) recently made Insulectro its exclusive distributor in North America. The agreement along with the high computing power required by large language...