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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 3 November 2022
Silicon Motion gearing up for PCIe Gen5 SSD controller sampling
Silicon Motion Technology is scheduled to start sampling its enterprise-class PCIe Gen5 SSD controller series in early 2023, followed by volume production at the end of next year,...
Thursday 3 November 2022
Leaders in semiconductor in 2030 (10): Golden decade vs perfect storm
MediaTek chairman Ming-Kai Tsai has noted that we often overestimate the short-term benefits and underestimate the long-term business opportunities. In 1998 when he started his business,...
Thursday 3 November 2022
DDI backend firms see warehouses filled with 'wafer bank'
Display driver IC (DDI) backend specialists are finding their warehouses filled with "wafer bank" inventories from fabless chipmaker customers that are keeping their inventory at...
Thursday 3 November 2022
DDI suppliers continue to see inventory swell
Display driver IC suppliers have substantially scaled back wafer starts at foundries, but the efforts are still insufficient to reduce their inventory levels, according to industry...
Wednesday 2 November 2022
Taiwan-Asia Semiconductor supplies short-wave IR LED devices used in Apple Watch 8
LED chip maker Taiwan-Asia Semiconductor (TAS, renamed from Opto Tech) is the exclusive supplier of short-wave infrared (IR) LED devices used in the body temperature sensor of Apple...
Wednesday 2 November 2022
SiFive releases high-performance processors for small-size, high-volume applications
RISC-V computing startup SiFive, Inc., announced two new products that address the need for high performance and efficiency in small-size, high-volume applications like wearables,...
Wednesday 2 November 2022
Automotive chip demand drives NXP revenue growth in 3Q22
Thanks to a diversified product portfolio across consumer, industrial, and automotive, NXP reported better-than-expected third-quarter revenue amid a rapidly ending boom of the semiconductor...
Wednesday 2 November 2022
AMD 3Q22 result shows server, gaming biz growth offsets PC weakness
AMD announced 3Q22 revenue of US$5.6 billion on November 1, up 29% year-on-year. Analysts remain optimistic about its ability to continue growing market shares in the server market...
Wednesday 2 November 2022
Taiwan ABF substrate suppliers to embrace sales growth in 4Q22
Taiwan-based IC substrate specialists Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are poised to generate sequential revenue increases in the fourth quarter...
Wednesday 2 November 2022
GlobalWafers upbeat about long-term silicon wafer demand
Silicon wafer maker GlobalWafers remains upbeat about semiconductor demand in the long term, particularly demand for automotive and industrial device applications.
Wednesday 2 November 2022
Samsung to increase panel purchases from non-China-based suppliers
Samsung Electronics plans to increase its purchases of LCD panels in 2023 from non-China suppliers, such as Taiwan-based AU Optronics and Innolux, according to industry sources.
Wednesday 2 November 2022
Innolux transforming into system integrator
Panel maker Innolux has begun providing e-paper module products to clients for multiple applications, according to company president James Yang, as the company transforms itself into...
Wednesday 2 November 2022
Fabless chipmakers uncertain about replenishment demand
Fabless chipmakers expect inventories held by customers to improve significantly between the end of 2022 and first quarter of 2023, but are increasingly concerned about replenishment...
Wednesday 2 November 2022
Consumer MCU inventories still high
Consumer 8-bit MCU inventories remain high, with the chip prices set to fall throughout the first half of next year, according to sources at IC design houses and distributors.
Wednesday 2 November 2022
IC design houses fail to negotiate lower quotes with TSMC, UMC
IC design houses have failed to negotiate lower foundry quotes for the first half of 2023 with TSMC and United Microelectronics (UMC), as the former foundry maintains its plan for...