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Global supply chain: Key components
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Friday 14 July 2023
Taiwan MCU firms yet to see demand pick up
Taiwan-based MCU suppliers have yet to see an increase in end-market demand, which was not spurred by China's 618 shopping festival, according to industry sources.
Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...
Friday 14 July 2023
Taiwan sees electronics orders flow back and more logistic center investments
Taiwan's Vice Premier of the Executive Yuan, W. C. Cheng, when attending the expansion activities of Taoyuan Free-Trade Port Area (Phase 2), said the migration of electronics logistics...
Friday 14 July 2023
TSMC and Samsung to be less of a duopoly in open foundry market, says Yole Intelligence
As the US is spending tens of billions in attracting investments to solidify its leadership in the global semiconductor ecosystem, analysts forecast the US and its European allies...
Friday 14 July 2023
Diodes says no plan to join PMIC price war in China
In response to intensifying pricing pressure in China's power management IC market, Diodes COO Gary Yu has stated that his company will not "blindly" cut prices.
Friday 14 July 2023
Consumer PMIC price cut pressure not abating
Texas Instruments (TI) has initiated an aggressive price war for consumer power management ICs (PMIC) since the second quarter of 2023, keeping China- and Taiwan-based competitors...
Friday 14 July 2023
Japan carmakers prefer Renesas chips in RFQs sent to Taiwan suppliers, sources say
Japanese automakers have sent requests for quotation (RFQ) to automotive electronics-related companies based in Taiwan and identified Renesas Electronics' solutions as their preferred...
Thursday 13 July 2023
Rohm to expand production capacity for SiC power devices
Rohm recently announced plans to acquire a plant owned by Solar Frontier in Japan for expanding production capacity for silicon carbide (SiC) power devices.
Thursday 13 July 2023
Why Taiwan semiconductor firms refrain from enforcing layoffs amid market headwinds
Despite significant sales shrinkages amid lingering economic downturns and market headwinds, there have been no significant layoffs among nearly all the upstream and downstream players...
Thursday 13 July 2023
TSMC fab expansion in Taiwan critical for preserving supply chain advantage
The continuous expansion of TSMC's fab in Taiwan, home to the world's largest pure-play foundry, is essential for preserving the country's supply chain advantages, according to industry...
Thursday 13 July 2023
South Korea's 10-year R&D plan comes after Taiwan
Following the previous announcement of the 10-year semiconductor industry development plan by former South Korean President Moon Jae-in, in May 2023, the Ministry of Science and ICT...
Thursday 13 July 2023
Intel's customized Gaudi 2 chips for China very likely to be made by TSMC 7 nm process
Intel unveiled its Gaudi 2 China Special Edition deep learning processor in Beijing on July 11 and received almost unanimous praise from Chinese media outlets. In addition to mentioning...
Thursday 13 July 2023
China AI players eyeing integrated systems as GPU replacement
Under the influence of geopolitical factors, China's AI-related industry is facing the challenge that high-end GPU chips supply is being controlled by overseas supplier. In response,...
Thursday 13 July 2023
Panel industry: operating rate surges, bolstering upstream supply chain
The global panel industry is currently witnessing a robust resurgence in demand, leading to a significant uptick in operating rates. This positive trend is cascading up the supply...
Thursday 13 July 2023
Tai-Tech to set up new plant in Malaysia for automotive, HPC products
Tai-Tech Advanced Electronics, a power inductor specialist, recently announced plans to establish a new plant in Johor Bahru, Malaysia for the production of automotive electronics...