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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 19 July 2023
Chinese panel makers see operations improve
Many Chinese panel makers have experienced an improvement in sales since the second quarter of this year, buoyed by an over 20% increase in LCD TV panel prices in recent months, according...
Wednesday 19 July 2023
AUO eyeing diverse market segments for micoLED displays
Panel maker AU Optronics (AUO) is entering volume production for its microLED products this year, eyeing a wide range of market segments, including wearable devices and automotive...
Wednesday 19 July 2023
Network IC and custom ASIC demand promising
The outlook for network IC and custom ASIC demand is promising, thanks to advancements in 5G, AIoT, and Wi-Fi technologies, according to sources at backend houses.
Wednesday 19 July 2023
China-based GPU suppliers eyeing AI opportunities
As the AI age comes, leading to high demand for computing power, GPU suppliers have experienced a boom. China-based GPU startups are trying to catch up and seek expansion to capitalize...
Tuesday 18 July 2023
TechInsights: Samsung's 3nm GAA process identified in a crypto-mining ASIC designed by China startup MicroBT
Semiconductor industry research firm TechInsights said it has found that Samsung's 3nm GAA (gate-all-around) process has been incorporated into the crypto miner ASIC (Whatsminer...
Tuesday 18 July 2023
SMIC chairman replacement implies Big Fund pulls the strings
China's Semiconductor Manufacturing International Corp. (SMIC) announced on July 17 that Liu Xunfeng, who was recommended by the National IC Industry Investment Fund (the "Big Fund"),...
Tuesday 18 July 2023
Trump accuses Taiwan of taking away America's semiconductor business
Former US President Donald Trump, in a Fox News interview, accused Taiwan of taking away American's semiconductor business and said the US government should have tariffed Taiwan,...
Tuesday 18 July 2023
Semiconductor suppliers turn to 2Q24 for PC and handset recovery
Seeing demand for handsets and PCs likely to remain sluggish for the second half of 2023, many semiconductor suppliers are now eyeing a recovery in the second quarter of 2024, according...
Tuesday 18 July 2023
Fab toolmakers see orders contract
Semiconductor equipment suppliers are experiencing a decline in customer orders, which may limit their growth in the second half of this year, according to industry sources.
Tuesday 18 July 2023
Major China-based IC design houses to post declining profit for 1H23
According to the latest financial guidance, China-based IC design houses did not perform well due to the unfavorable market conditions of the consumer electronics market in the first...
Tuesday 18 July 2023
IC test interface specialists eyeing orders for new Mac processors
Chunghwa Precision Test Tech (CHPT) and WinWay Technology are among the IC test interface providers eyeing orders for from Apple for new Mac processors, according to industry sourc...
Tuesday 18 July 2023
India reportedly to offer equity support to IC design houses to nurture national champions
India, hosting a large number of engineering talents for global fabless semiconductor companies, is reportedly looking to take equity stakes in local design houses and nurture at...
Tuesday 18 July 2023
Automotive DDI demand prospects improving
Automotive display driver IC (DDI) demand has been affected by the instability in the Chinese auto market and significant output cutbacks by automakers in the first half of 2023,...
Tuesday 18 July 2023
Edge AI chips to increasingly adopt 3nm process
Edge AI chips will increasingly be fabricated on 3nm technology, prompting testing firms, such as King Yuan Electronics (KYEC) and Winstek Semiconductor, to boost their deployments...
Tuesday 18 July 2023
Qualcomm, MediaTek to rely on India's handset recovery to clear inventory
Qualcomm and MediaTek are counting on the resurgence of the India handset market in the second half of this year to clear out their remaining inventory, according to industry sourc...