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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 22 February 2023
HP, Dell to see PC shipments stay flat or increase in 2023
Despite chipmakers being cautious about PC shipment prospects for 2023, industry sources say PC vendors such as Hewlett-Packard (HP) and Dell are confident their shipments will remain...
Wednesday 22 February 2023
China OSATs drop prices for mature ICs
Chinese OSATs JCET, Tongfu Microelectronics, and HT-Tech are reportedly lowering prices to attract orders for mature ICs while also making progress in advanced packaging technology...
Tuesday 21 February 2023
China AI chip vendor Cambricon faces operating hurdles
China's major AI chip developer Cambricon Technologies, which was just blacklisted by the US in December 2022, is seeing its operation prospects further dimmed by serious losses and...
Tuesday 21 February 2023
VIS posts record profit in 2022 despite weak 4Q
Specialty IC foundry Vanguard International Semiconductor (VIS) saw its net profits fall to a seven-quarter low of NT$2.48 billion (US$81.5 million) in the fourth quarter of 2022,...
Tuesday 21 February 2023
Taiwan MCU makers divided over sales strategies for post-pandemic China
Taiwan's MCU suppliers are recalibrating sales strategies in the Chinese market, which is set to rebound in 2023 following three years of COVID-induced weak consumer demand, according...
Tuesday 21 February 2023
DDI suppliers see orders for automotive ramp up
Display driver IC (DDI) suppliers are seeing an order pull-in momentum from customers in the automotive supply chain, according to industry sources.
Tuesday 21 February 2023
PMIC suppliers' gross margins remain under pressure
Taiwan-based power management IC (PMIC) suppliers will continue to see their gross margins erode in the coming quarters, according to industry sources.
Tuesday 21 February 2023
PWM IC firm uPI expects further revenue and profit declines in 1Q23
Taiwan-based uPI Semiconductor, an Asustek Computer affiliate specializing in power management ICs (PMIC), expects further drops in revenue and profits in the first quarter of 2023...
Tuesday 21 February 2023
MCU firm Nuvoton puts focus on R&D, sales in non-China markets
MCU specialist Nuvoton Technology will continue to focus on R&D while expanding sales in non-Chinese markets, according to the Taiwan-based company.
Tuesday 21 February 2023
PCB drill bit maker Topoint warns of weak 1Q23
Taiwan-based Topoint Technology, dedicated to supplying PCB drill bits and drilling services, has warned of a weak first quarter of 2023, when sales may fall more than expected due...
Tuesday 21 February 2023
Intel defers placing 3nm chip orders with TSMC
Intel will delay placing orders for 3nm chips with TSMC until the fourth quarter of 2024, according to sources at PC makers.
Tuesday 21 February 2023
Qualcomm, MediaTek to adopt TSMC N3E process
Qualcomm is expected to be the second customer of TSMC's N3E process, while MediaTek may use the process for its 3nm chip slated for release around the end of this year, according...
Tuesday 21 February 2023
Memory firms brace for workforce reductions
A number of memory chipmakers and solution suppliers are reorganizing their teams and reallocating resources, with plans to scale down their workforces, according to industry sourc...
Monday 20 February 2023
Meet the 16 members of the EDA Alliance underpinning TSMC dominance
TSMC's long-standing global dominance in the foundry industry, despite challenges from the likes of Samsung and Intel, is due in large part to its success in building the TSMC Grand...
Monday 20 February 2023
Taiwan's MCU makers turn to Chinese OSATs for cost reduction
Taiwan's MCU makers including Holtek Semiconductor are not expected to trim their inventory to normal levels until the second half of the year, and they are moving to rely more on...