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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 9 March 2023
Chinese AI chip vendors eyeing return to profits on ChatGPT wave
With Baidu, Alibaba and other Chinese Internet companies successively announcing their entry into the field of AIGC (AI-generated content), substantial business growth opportunities...
Thursday 9 March 2023
OSATs see clear automotive MCU orders from IDMs till end-2023
Taiwan's OSATs including ASE Technology, TeraPower Technology under Powertech Technology (PTI), and Ardentec have seen clear order visibility for automotive MCUs from IDMs till the...
Thursday 9 March 2023
Short lead-time orders buoy DDI suppliers' February revenue
An influx of short lead-time orders boosted sales at many Taiwan-based display driver IC (DDI) suppliers in February, possibly indicating that end-market demand is recovering, according...
Thursday 9 March 2023
WPG sees supply chains continue digesting inventory
End-market device vendors and their supply chains are still digesting their inventories, which nevertheless should return to normal levels by the end of the second quarter of 2023,...
Thursday 9 March 2023
Tesla slashing SiC use in EVs undermining Chinese makers' ambition
Tesla's decision to significantly reduce SiC components in EVs has already shaken the Chinese capital market's confidence in the development of the country's SiC semiconductor industry,...
Wednesday 8 March 2023
China's road to semiconductor autonomy depends on US-China tug-of-war for talent
In the semiconductor industry, talent has always been a persistent topic. The competition for high-level semiconductor talent among countries has never stopped. In recent years, with...
Wednesday 8 March 2023
SkyWater and Weebit announced the inclusion of ReRAM IP in 130nm process for applications in automotive, defense and beyond
Israel-based Weebit Nano and US-based SkyWater Technology have announced the availability of Weebit's resistive RAM (ReRAM) IP in SkyWater's 130nm CMOS (S130) process. SkyWater customers...
Wednesday 8 March 2023
ChatGPT to drive AI CPU upgrades for PCs
As ChatGPT embraces the speech-to-text capability and incorporates Whisper APIs, the semiconductor supply chain and terminal electronics devices associated with speech recognition...
Wednesday 8 March 2023
GaAs foundry Win Semi posts decreased February revenue
Gallium arsenide (GaAs) foundry Win Semiconductors has reported revenue for February 2023 of NT$858 million (US$28 million), down 52.1% on year and about 1% sequentially.
Wednesday 8 March 2023
Global semiconductor sales drop 5% in January
The Semiconductor Industry Association (SIA) reported that global semiconductor industry sales totaled US$41.3 billion in January 2023, a 5.2% decrease from the December 2022 total...
Wednesday 8 March 2023
Taiwan panel makers keen on diversifying production sites
In the face of geopolitical uncertainty, Taiwan-based panel manufacturers, such as AUO and Innolux, are diversifying their manufacturing bases.
Wednesday 8 March 2023
Panel makers remain cautious about ramping utilization rates
LCD panel makers remain cautious about ramping up the utilization rates of their LCD fabs, although TV panel prices have begun bouncing up, and quotes for IT applications show signs...
Wednesday 8 March 2023
Supply chain braces for impact from Inspur blacklisting
The supply chain is bracing for the fallout of the blacklisting of China-based server manufacturer Inspur Group by the US Department of Commerce on March 3.
Wednesday 8 March 2023
Zhen Ding remains focused on high-end PCB and IC substrate offerings
Zhen Ding Technology, a PCB and IC substrate supplier that saw its cumulative 2023 revenue increase by nearly 10% year on year through February, remains focused on high-end offerin...
Wednesday 8 March 2023
Huawei quietly growing IC design capability
Huawei continues to strengthen its IC design operations, including subsidiary HiSilicon, still playing an important role in China's homegrown IC design development.