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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 13 July 2023
Handset SoC market prospects for 2H23 remain dim
The business outlook for the handset SoC vendors will remain weak in the second half of 2023, even though related suppliers have excerpted efforts to improve product specifications...
Thursday 13 July 2023
Battery management IC demand outlook promising
China's rapid growth in the sectors of electric vehicles (EV), energy storage and AIoT bodes well for the future of battery management integrated circuits (BMIC), according to industry...
Thursday 13 July 2023
Broadcom gets nod from EU to acquire VMware
The European Commission approved Broadcom's acquisition deal of VMware with open access and interoperability conditions. VMware is still waiting for FTC's approval on its way to diversify...
Wednesday 12 July 2023
Innolux says India JV project still in progress
Innolux has said that its plan to join hands with the Vedanta Group to establish the first TFT LCD production line in India with mass production capability remains unchanged.
Wednesday 12 July 2023
Intel offers customized AI processors to China, backed by major Chinese AI server providers
As the US seeks to tighten export controls on AI chips to China, Intel held a press conference in Beijing on July 11, announcing the launch of the deep learning processor Habana Gaudi...
Wednesday 12 July 2023
System vendors to strive for capacity at IC analysis labs
System vendors are seeking capacity support from IC analysis laboratories for 2024 through their contracted IP service providers, as they foresee high demand for advanced packaging,...
Wednesday 12 July 2023
Taiwan FPCB makers expect revenue growth from new US client smartphones in 2H23
Taiwan-based flexible PCB (FPCB) makers Zhen Ding Tech and Flexium Interconnect are optimistic about their operation in the second half with the US-based handset brand's new smartphones...
Wednesday 12 July 2023
DDI firms see slowdown in replenishment demand
Display driver IC (DDI) suppliers have recently witnessed a slowdown in replenishment demand from the end-market vendors, and they are not certain as to whether the seasonal demand...
Wednesday 12 July 2023
IC substrate suppliers to see sales pick up in 2H23
Taiwan-based IC substrate companies Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are expected to see their sales pick up in the second half of this year, as...
Wednesday 12 July 2023
Heat sink demand rising for advanced packaging, say distributors
IC materials distributors have enjoyed a ramp-up in orders for heat sinks, thanks to strong advanced packaging demand for HPC chips, according to industry sources.
Wednesday 12 July 2023
Handset panel prices to stabilize in 3Q23
Handset panel prices are poised to stabilize in the third quarter of 2023, buoyed by seasonal demand for small- and medium-size panels, according to industry sources.
Wednesday 12 July 2023
WPG, WT Micro post better-than-expected 2Q23 revenue
IC distributors WPG and WT Microelectronics outperformed the upper end of their respective second-quarter revenue guidance ranges.
Wednesday 12 July 2023
China-based carmakers joining bandwagon in developing automotive chips
With the rising penetration of new energy vehicles (NEV) in China, China-based automakers, such as BYD, SAIC, Nio, and Li Auto, are developing automotive chips to strengthen resilience...
Tuesday 11 July 2023
Japan's METI considering to subsidize Sumco's new silicon wafer plant -- Report
In an effort to revitalize its domestic semiconductor supply chain, the Japanese government has subsidized a number of semiconductor-related manufacturers to produce in Japan. A news...
Tuesday 11 July 2023
Huawei's AI ambition persists despite US sanctions
The US sanctions against Huawei have entered the fourth year. Barred from obtaining crucial components, Huawei gradually slowed down its development of new technologies and has become...