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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 11 July 2023
Handset sluggishness casts shadow over MediaTek sales prospects
MediaTek's near-term sales prospects are clouded by the continued sluggishness of handset sales, even though the chipmaker is meeting its second-quarter revenue forecast, according...
Tuesday 11 July 2023
China IC self-sufficiency push heaps pressure on Taiwanese firms operating in China
The United States has imposed export restrictions on key Chinese companies, including Huawei and ZTE, curbing their own development of semiconductors and access to outside supplies...
Tuesday 11 July 2023
Foxconn remains committed to expanding chip business in India
Foxconn Technology (Hon Hai Precision Technology) has announced that the joint ventures it set up with the Vedanta Group in India would become wholly owned by Vedanta, with Foxconn...
Monday 10 July 2023
Taiwan MCU manufacturers increase 32-bit product proportions
Since the beginning of 2023, the microcontroller (MCU) industry has continued to face low demand in the consumer electronics market, while companies in China have launched price wars...
Monday 10 July 2023
Short-supplied automotive IC is unlikely to become excess in the future
International IDMs have seen significant improvement in automotive IC supply recently, according to supply chain sources. In addition, automotive IC production capacity keeps growing...
Monday 10 July 2023
AMD's Lisa Su sees "AI-first chip designer"
To what extent can artificial intelligence (AI) support and assist in chip design? Following recent examples of AI-assisted chip design in both China and the United States, there...
Monday 10 July 2023
Fear of AI chip ban drives up Nvidia A800 prices in China
The Biden Administration's ban on the sale of high-end AI chips to China has driven the prices of Nvidia A800 chips to skyrocket in China.
Monday 10 July 2023
Naver and Samsung to launch lightweight AI semiconductor solution in 2H23
South Korean online platform Naver is working with Samsung Electronics to develop AI semiconductor solutions and AI model lightweight solutions as two main axes to improve the performance...
Monday 10 July 2023
FOPLP technology seen an alternative to FOWLP for automotive chipmakers
The ongoing trend of automotive electrification, intelligentization and connectivity are driving a significant increase in the quantity and cost of chips used in vehicles. The cost...
Monday 10 July 2023
Chinese IC designers step up shifting focus to automotive chips
Despite facing various regulatory restrictions from the US, the Chinese IC industry has not changed its goal of achieving semiconductor autonomy. In terms of IC design, many Chinese...
Monday 10 July 2023
Taiwan enhancing semiconductor ecosystem, expecting IC output to top NT$6 trillion by 2030
Taiwan's annual semiconductor output value is projected to surpass NT$6 trillion (US$191.45 billion) by 2030 from NT$4.2 trillion estimated for 2023 for a double-digit CAGR during...
Monday 10 July 2023
Omdia cuts global large-area LCD shipment forecast for 2023
According to Omdia, previous estimates that large-area LCD shipments would increase by 0.6% in 2023 have now been revised to show negative growth of 3.2% due to slower demand and...
Monday 10 July 2023
Vedanta Limited takes full ownership of semiconductor JV with Foxconn
Vedanta Group announced an organizational rejig that put its semiconductor and display manufacturing business under Vedanta Limited.
Monday 10 July 2023
Global semiconductor sales up for 3rd consecutive month
Worldwide semiconductor sales came to US$40.7 billion in May 2023, up 1.7% sequentially but down 21.1% on year, according to data disclosed by the Semiconductor Industry Association...
Friday 7 July 2023
Samsung's 2Q23 results likely to hit 14 year low but still better than analyst forecast
Samsung Electronics announced a preliminary result statement for the second quarter of 2023, in which operating income hit the lowest record in 14 years, but was much better than...