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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 4 May 2023
VIS expects 17% revenue growth in 2Q23
Specialty IC foundry Vanguard International Semiconductor (VIS) expects to post a revenue increase of approximately 17% sequentially in the second quarter of 2023, with gross margin...
Thursday 4 May 2023
Taiwan IC design houses eye LLM opportunities
The rapid deployment of large language models (LLM) is fueling the overall AI trend. After witnessing the growth of LLM applications such as ChatGPT, Taiwan-based IC design houses...
Thursday 4 May 2023
Chinese panel makers struggle to close outdated LCD fabs
Although the global LCD panel industry still faces the issue of oversupply over the long term, Chinese panel makers, currently accounting for 60–70% of global LCD capacity,...
Thursday 4 May 2023
Qualcomm reportedly to cut jobs mostly in handset SoC division
Qualcomm reportedly is planning layoffs, mostly in its handset SoC group.
Wednesday 3 May 2023
Supply chains keep awaiting turnaround opportunity amid headwinds
For the entire semiconductor and electronics supply chain, 2023 will be a difficult year with slim growth prospect, and suppliers can only keep waiting for a turnaround opportunity...
Wednesday 3 May 2023
Nio to equip EVs with NXP's 4D imaging radar technology
China-based EV company Nio will adopt NXP Semiconductors' 4D imaging radar technology, according to an announcement on May 2. Only last month, the carmaker invested in a domestic...
Wednesday 3 May 2023
NXP expects automotive business to lead growth in near term
Primarily due to a slowdown in the mobile industry and in China, NXP posted a slight drop in its latest financial results, eyeing the automotive segment to lead its growth.
Wednesday 3 May 2023
Taiwan PCB makers face challenges relocating production to Southeast Asia
Taiwan-based PCB manufacturers are facing challenges as they push forward with relocating production to Southeast Asia, particularly Thailand, such as limited land, water, and electrical...
Wednesday 3 May 2023
China CE IC suppliers experience sluggish sales in 1Q23
Most China-based consumer electronics IC suppliers, including Will Semiconductor (WillSemi), Maxscend Technologies, and SG Micro, experienced disappointing sales in the first quarter...
Wednesday 3 May 2023
OSATs, IDMs diversify production bases
Semiconductor OSATs and IDMs are diversifying their manufacturing bases, with a growing focus on Southeast Asia, according to industry sources.
Wednesday 3 May 2023
AMD expects stronger PC and server markets in 2H23
According to AMD's latest financial results, the industry still struggles with a severe PC slowdown as the second-largest computer processor provider forecasts a lackluster outlook...
Wednesday 3 May 2023
Costly sub-3nm investments challenging TSMC, others
The high cost of manufacturing processes smaller than 3nm and related investments is posing a challenge to TSMC and its Korean and US peers, who are attempting to maintain adequate...
Wednesday 3 May 2023
Taiwan 'CHIPS Act' enters countdown for finalization
The approval of Taiwan's government-led incentives, known as Taiwan's "CHIPS Act," for the local chipmaking sector has entered its final stage, according to official sources.
Tuesday 2 May 2023
Nvidia shipping DGX H100 AI supercomputers
Nvidia has announced that it is shipping its DGX H100 systems to customers from Tokyo to Stockholm, who will connect to the AI supercomputers to advance workloads involving generative...
Tuesday 2 May 2023
Panel prices to stay in growth in May thanks to robust TV demand
Panel prices are expected to continue rising throughout May thanks to growing LCD TV panel order pull-ins from TV vendors preparing for China's 618 shopping festival and North America...