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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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...
Thursday 27 July 2023
Deepening Poland-Taiwan semiconductor cooperation on the horizon
Riding on the regionalization trend of semiconductor manufacturing, Poland is seeking a greater role in the global IC value chain. The Central European country comes under increasing...
Thursday 27 July 2023
AUO sees rising panel demand in 2H23, says chairman
The panel industry is showing strong signs of recovery and growth in the second half of 2023, with improvements in order visibility and a more balanced supply and demand, as stated...
Thursday 27 July 2023
Taiwan DDI makers may benefit from rising automotive OLED applications in long run
With Korean panel makers continuing to devote efforts to developing automotive OLED technologies with significant achievements, Taiwan-based display driver IC (DDI) makers will likely...
Thursday 27 July 2023
TASC's 3 year expansion plan and its SiC and GaN semiconductor application streak
Taiwan-Asia Semiconductor Corporation (TASC) is set to expand into the compound semiconductor market, with a particular focus on Silicon Carbide (SiC) and Gallium Nitride (GaN), as...
Thursday 27 July 2023
Auto chips driving sales for first-tier IDMs; not necessarily so for Taiwanese IC design houses
First-tier IDMs in Europe and North America are optimistic about the auto electronics market, but Taiwan-based IC design houses who have entered the automotive supply chain may not...
Thursday 27 July 2023
Unimicron looks to AI, high-speed transmission for long-term growth
PCB maker Unimicron Technology will focus on developing AI-related and high-performance computing (HPC) high-speed transmission network communications applications in the future,...
Wednesday 26 July 2023
Unimicron's capex further reduced, exacerbating uncertainty in the short-term PCB supply and demand
On the 26th, Unimicron held its Q2 2023 earnings conference, chaired by senior vice president Zhong Mingfeng. He mentioned that the revenue for Q3 showed only a slight increase compared...
Wednesday 26 July 2023
What is Chinese automotive chipmakers' winning strategy?
The growing importance of the automotive sector to the semiconductor industry, together with last year's chip shortage crisis and China's self-sufficiency drive, has prompted more...
Wednesday 26 July 2023
US likely to face talent shortage amid booming semiconductor industry
Thanks to the CHIPS and Science Act of 2022, the US is expected to strengthen its presence in the global semiconductor industry. However, as demands for workers in the sector are...
Wednesday 26 July 2023
China's chips trade and production fall in 1H23, downturn pressure remains
In the first half of 2023, China's chips imports, exports and domestic production all declined from a year earlier, putting immense pressure on its semiconductor industry, particularly...
Wednesday 26 July 2023
Texas Instruments' 2Q23 results show confidence in 300mm wafer strategic focus
Texas Instruments (TI) reported its Q2 2023 results on July 25. The IDM saw US$4.53 billion in revenue and US$1.72 billion in net income. Despite a 3% sequential increase in Q2 revenue,...
Wednesday 26 July 2023
Taiwan's semiconductor industry faces dilemma of carbon lock-in
Several semiconductor companies in Taiwan are among the world's top-ranking companies in various ESG ratings, but they are not immune to a potential carbon lock-in effect due to the...
Wednesday 26 July 2023
Hinge component cost reductions help drive foldable phone sales in 2H23
Foldable phone prices have gone down, as costs for hinge components continue to decrease, according to industry sources. As such, foldable phones are expected to lead growth in the...
Wednesday 26 July 2023
Faraday Technology dives into advanced packaging, securing AI orders
Taiwan-based ASIC manufacturer, Faraday Technology, has experienced a significant decline in profits in Q2 this year, influenced by the revenue decrease in its three major product...