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Global supply chain: Key components
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IN THE NEWS
Tuesday 25 July 2023
CCL suppliers to receive boost from AI server upgrades
Copper clad laminate (CCL) suppliers Elite Material (EMC), Iteq, and Taiwan Union Technology (TUC) expect server upgrades driven by the AI craze to boost their businesses, as well...
Tuesday 25 July 2023
NXP shows resilience across segments, automotive business stands out
According to the latest earnings report, NXP posted better-than-expected results thanks to strong growth in automotive chips as well as other segments that performed better than an...
Tuesday 25 July 2023
IC design houses under pressure from customers seeking price cuts
IC design houses are coming under strong pressure from customers for lowering product prices, amid an increasingly conservative outlook for the traditional peak season in the third...
Tuesday 25 July 2023
Network infrastructure market still opaque
Despite the US' decision to allocate massive funds for upgrading the country's network infrastructure, related IC design houses will still have to wait before business opportunities...
Tuesday 25 July 2023
TSMC deployments minimize geopolitical risks
TSMC's deployments have been designed to minimize geopolitical risks, according to industry sources. The world's number-one pure-play foundry house is leading in advanced chip manufacturing...
Monday 24 July 2023
Japan officially bans 23 types of semiconductor equipment exports to China
On July 23, 2023, two months after its announcement, Japan's 23 measures to tighten controls on exports of semiconductor equipment came into effect. This is the official start of...
Monday 24 July 2023
Spirox invest in ALES Tech to break into China's semiconductor market
Semiconductor equipment maker Spriox announced an investment in startup ALES Tech, signing an exclusive distribution contract in China for ALES's core business areas of "nano probes"...
Monday 24 July 2023
USI collaborates with automotive SoC solution providers for smart cockpit innovation
Leading semiconductor companies like NXP, Nvidia and MediaTek are working on using AI in future smart cockpits. Universal Scientific Industrial (USI), which is experienced in system-in-package...
Monday 24 July 2023
Semiconductor equipment giants expanding investments in Taiwan to better serve TSMC ecosystem
TSMC's latest development roadmaps show its advanced manufacturing process technology will remain rooted in Taiwan, with not only its 2nm chip plant already under construction in...
Monday 24 July 2023
With MediaTek's earnings call on the horizon, inventory clearance progress receives attention
MediaTek's earnings call is set to be held on July 28. Recent market news includes TSMC releasing a conservative outlook for the year's second half. Additionally, MediaTek's shareholders'...
Monday 24 July 2023
Rapidus estimates the price of its 2nm chips at 10x current mainstream products
Rapidus, the Japanese government-backed semiconductor consortium, announced that the price of its 2nm chips will be 10 times that of the current mainstream chip products produced...
Monday 24 July 2023
TPCA: Taiwan should strengthen high-end PCB supply chain to tap AI server opportunities
The printed circuit board (PCB) for AI servers is a high-end, high-value PCB for terminal applications, and the process technology threshold is higher, so fewer manufacturers have...
Monday 24 July 2023
Foxconn partners with ADI to develop new-generation digital cockpit
Foxconn has developed multiple partnerships as it scales up its semiconductor and EV businesses. The company recently announced a collaboration with US-based semiconductor company...
Monday 24 July 2023
Taiwan in pole position to develop next-generation biomedical chips
Biomedicines are often seen as the next pivotal industry beyond semiconductors to bolster Taiwan's economic development, and the close combination of both sectors to develop the next-generation...
Monday 24 July 2023
Cerebras, G42 unveil supercomputer for AI training
Cerebras Systems and G42, a United Arab Emirates-based technology holding company, have jointly announced Condor Galaxy, a network of nine interconnected supercomputers with a novel...