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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 5 May 2023
WT Micro expects sales recovery in 2H23
IC distributor WT Microelectronics expects its revenue to hit bottom for 2023 in the second quarter before growing sequentially in the third and fourth quarters.
Friday 5 May 2023
IGBT, SiC, GaN see heating competition in terminal applications
Power semiconductor devices such as SiC MOSFETs, IGBT, and GaN are experiencing increasingly fierce competition in EV, charging pile, energy storage, and renewable energy applications,...
Friday 5 May 2023
Touch IC maker Elan says 2H23 visibility still unclear despite replenishment demand
Elan Microelectronics is seeing replenishment demand for Chromebooks and other notebook devices, which will buoy its sales performance in the second quarter, according to the touchscreen...
Friday 5 May 2023
China suppliers land 6-inch SiC orders from automotive IDMs, tier-1 suppliers
Chinese silicon carbide (SiC) companies including SICC and TankeBlue Semiconductor have secured contracts to supply 6-inch SiC materials to international automotive IDMs and tier-one...
Friday 5 May 2023
TSMC growing presence in EV sector
TSMC, with the support of its ecosystem partners, is striving to strengthen its position in the rapidly expanding market for electric vehicles (EV), according to industry sources.
Friday 5 May 2023
AUO chair sees recovery in China consumer market
Paul Peng, chairman of both LCD panel producer AU Optronics (AUO) and the Taipei Computer Association (TCA), believes the Chinese consumer market is on the mend.
Thursday 4 May 2023
China AI chip developers swing to profits, but Cambricon still in the red
China's major AI chip developers have reported significant profit results for 2022 operations. The only exception is Cambricon Technologies, which was still mired in heavy losses.
Thursday 4 May 2023
Silicon wafer shipments decline in 1Q23
Silicon wafer shipments registered decreases of 11.3% on year and about 9% sequentially in the first quarter of 2023, according to the latest SEMI statistics.
Thursday 4 May 2023
Shanghai on track to incentivize investments in semicondutor, AI sectors
The Shanghai Municipal Government has just announced a set of policy measures to strengthen the development of modernized industrial systems, offering subsidies to encourage more...
Thursday 4 May 2023
Flexium sees promising demand for LCP-based FPCB products
Flexible PCB specialist Flexium Interconnect remains bullish on long-term demand for high-layer count LCP (liquid crystal polymer) products, eyeing the growing sales potential in...
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...