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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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...
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...