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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 10 May 2023
Specialty foundry VIS may see sales recover starting 2Q23
Specialty IC foundry Vanguard International Semiconductor (VIS) recorded a 42.8% sequential revenue surge in April with first-quarter sales likely to be the lowest of the year, according...
Wednesday 10 May 2023
TV panel prices continue to rally
TV panel prices have risen since February, with the price rally likely to stretch through May, ramping up capacity utilization rates at panel makers, according to industry sources.
Wednesday 10 May 2023
DDI suppliers positive about 2Q23 performance
Display driver IC (DDI) suppliers are generally optimistic about their second-quarter prospects, citing an increase in replenishment demand and an improvement in customer inventory...
Wednesday 10 May 2023
Novatek expects modest sales growth in 2Q23
Display driver IC specialist Novatek Microelectronics expects its revenue to grow slightly in the second quarter of 2023 compared to the previous quarter, thanks to customer replenishment...
Wednesday 10 May 2023
Taiwan CCL suppliers face short-term headwinds
Copper clad laminate (CCL) suppliers in Taiwan have encountered short-term headwinds, with many reporting year-over-year revenue declines in the first quarter, but remain optimistic...
Wednesday 10 May 2023
Qualcomm to step up competition in self-driving IC market
Qualcomm's proposed acquisition of Autotalks will increase its competitive position in the high-level self-driving IC market against Nvidia and Intel, according to industry observe...
Wednesday 10 May 2023
Infineon, Foxconn to team up for EVs
Infineon Technologies and Hon Hai Technology (Foxconn) have signed an agreement to work on silicon carbide (SiC) development for electric vehicles (EV).
Wednesday 10 May 2023
TSMC increases quarterly dividend
TSMC decided to raise its quarterly dividend to NT$3 (US$0.10) a share, up from NT$2.75 that had been in place since 2021.
Tuesday 9 May 2023
Natural selection in chip industry: 10,000 chip companies closed in China in the past two years
A new topic has arisen in Chinese media lately: almost 10,000 chip companies were closed and deregistered in 2021 and 2022. Whether that is the result of the U.S. government's export...
Tuesday 9 May 2023
Rohm mass producing 650V GaN HEMTs
ROHM Semiconductor has announced mass production of 650V gallium nitride (GaN) high-electron-mobility transistors (HEMT) optimized for a wide range of power supply systems applications...
Tuesday 9 May 2023
China homegrown autonomous driving chips gaining ground in domestic market
China's automotive-grade chip suppliers Horizon Robotics Technology and Black Sesame Technologies are in a position to rival Nvidia and Texas Instruments (TI) in both high- and low-computing...
Tuesday 9 May 2023
Neo Semiconductor develops 3D NAND-like DRAM
Neo Semiconductor has announced the release of 3D X-DRAM, the world's first 3D NAND-like DRAM, which the company believes would eliminate DRAM's capacity issue and replace the entire...
Tuesday 9 May 2023
Samsung eyes AI for semiconductor production efficiency
Samsung Electronics has been suffering from the memory industry slump. Investment in equipment is expensive and increasingly a burden to the company. Sources from South Korean memory...
Tuesday 9 May 2023
VIA Labs uncertain about 2H23 demand prospects
VIA Labs, a subsidiary of VIA Technologies specializing in high-speed transmission chips, has expressed uncertainty regarding the demand outlook for the second half of this year.
Tuesday 9 May 2023
Zhen Ding cautious about 1H23 business prospects
PCB and IC substrate manufacturer Zhen Ding Technology has expressed caution about its business prospects for the first half of this year, citing ongoing inventory adjustments throughout...