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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 17 March 2023
Chinese chipmaking technology development may stall at 40nm scale
With the US looking to broaden its chip tool ban against China with new rules set to be implemented in April, SMIC and other China-based foundries will have to halt the development...
Friday 17 March 2023
Taiwan panel, BLU makers growing non-panel businesses
Taiwan-based panel makers AU Optronics (AUO) and Innolux and backlight unit (BLU) supplier Coretronic have been keen on developing non-panel businesses, expecting related new businesses...
Friday 17 March 2023
IC Design White Paper (2): Global market share and competitive advantages of Taiwan's IC design sector
In 2022, the overall revenue of the global IC design industry reached US$215.4 billion. Among them, the US IC design sector is the largest in scale, with a 63% market share and revenue...
Friday 17 March 2023
Macroblock cuts into China EV supply chain
Macroblock, an LED driver IC design house, has cut into the supply chain of the Chinese electric vehicle (EV) OEM market with its offering of miniLED backlight driver ICs, according...
Friday 17 March 2023
Robust PA demand for defense apps buoys Transcom 2022 revenue, profits
Niche-market compound semiconductor IDM Transcom has reported record-high revenue and net profits of NT$1.035 billion and NT$249 million, respectively, for 2022, buoyed by strong...
Friday 17 March 2023
Order visibility for PCB and IC substrate equipment clear through 2024
Order visibility for PCB and IC substrate production equipment has been extended to 2024, according to industry sources.
Friday 17 March 2023
TSMC may plan another price hike to respond to rising costs
TSMC may consider another price hike in the second half of 2023 to respond to its ever-increasing manufacturing costs, according to sources at semiconductor equipment companies.
Friday 17 March 2023
Why is Morris Chang showing support for US in trade war with China?
TSMC founder Morris Chang's show of support for the US in its ongoing trade war with China has piqued the interest of many in the semiconductor industry.
Thursday 16 March 2023
Production yield matters for GaN applications and penetration
The application benefits are getting clear for third-generation compound semiconductor GaN (gallium nitride) as it is increasingly adopted for charging piles, in-vehicle DC-DC power...
Thursday 16 March 2023
IC Design White Paper (1): Navigating policy options for strengthening Taiwan's IC design industry
The estimated revenue of Taiwan's IC design industry in 2022 totalled at a commanding US$40 billion. The sector has proven itself to be eminently high-yielding with an enviable average...
Thursday 16 March 2023
USB PD interface specs upgrade to buoy related chip demand
Upgrades to USB PD 3.1 interface will boost demand for related chip demand, according to industry sources.
Thursday 16 March 2023
US curb drags on China's semiconductor production
According to the latest official data, China's semiconductor production for the first two months of 2023 saw a deep drop from a year earlier, reflecting a weak economy and a curb...
Thursday 16 March 2023
ASE advances fan-out PoP technology
Advanced Semiconductor Engineering (ASE), a subsidiary of ASE Technology Holding, has introduced its most advanced fan-out package-on-package (FOPoP) solution to reduce latency and...
Wednesday 15 March 2023
Inventory correction at major Taiwan IC designers coming to an end
Taiwan's major fabless chipmakers including MediaTek, Novatek Microelectronics, and Realtek Semiconductor have seen their revenues show signs of recovery, indicating their inventory...
Wednesday 15 March 2023
Taiwan makes further inroads into global space supply chain, now eyeing satellite components
The industrial event 'Satellite 2023' has begun in Washington DC, USA, attracting over 350 companies from the aerospace supply chain, among them household names like NASA, SpaceX,...