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Global supply chain: Key components
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IN THE NEWS
Thursday 22 December 2022
Tesla places 4nm chip orders with TSMC
TSMC's new US fab in Arizona has obtained 4nm chip orders from Tesla, with volume production slated to kick off in 2024, according to industry sources.
Thursday 22 December 2022
Specialty DRAM market to hit bottom in 1Q23, says Etron
The specialty DRAM market is expected to bottom out in the first quarter of 2023 and recover later that year, according to IC design house Etron Technology.
Wednesday 21 December 2022
SK Group incorporates Yes Powertechnix to build SiC power semiconductor industry chain
South Korean silicon carbide (SiC) power semiconductor supplier Yes Powertechnix has been incorporated into SK Holdings to build an industry chain for the SK Group. In the future,...
Wednesday 21 December 2022
What TSMC CEO CC Wei says about the semiconductor industry (1)
On a cold and wet weekend morning last week, TSMC CEO CC Wei delivered a speech at an event organized by the Monte Jade Science and Technology Association on the topic of "New Challenges...
Wednesday 21 December 2022
Taiwan CIS suppliers brace for weak 1H23
Taiwan-based CMOS image sensor suppliers PixArt Imaging and Silicon Optronics expect sales to remain flat in the first half of 2023 before bracing for a significant pick-up in the...
Wednesday 21 December 2022
Substantial RF chip orders to boost TSMC 7nm capacity utilization in 2H23
TSMC is expected to see its capacity utilization for 7/6nm process nodes rebound in the second half of 2023, thanks to substantial orders for Qualcomm's RF chips used in Apple's next-generation...
Tuesday 20 December 2022
China automakers keen to reach self-sufficiency for automotive ICs
To cope with the US ban on exports of advanced semiconductors to China, Chinese automakers are making efforts to promote local production of automotive ICs, according to industry...
Tuesday 20 December 2022
US fabless chipmakers outperform Asian peers as consumer IT market weakens
In a recent TrendForce ranking of global top ten IC design houses, one can see that semiconductor sectoral performances vary greatly, even though the industry in general is going...
Tuesday 20 December 2022
China automotive IC makers may benefit from government's subsidization
The China government plans to offer over CNY1,000 billion (US$143.3 billion) to subsidize China-based semiconductor makers again in a bid to boost development of local semiconductor...
Tuesday 20 December 2022
Foxconn continues to plan for China after cutting ties with Tsinghua Unigroup
On December 16, the Foxconn group made a major announcement, stating that it will be selling its entire stake in China's Tsinghua Unigroup. Foxconn's sudden announcement has certainly...
Tuesday 20 December 2022
US tech sanctions on China and effects
US government's Export Administration Regulations (EAR) are expected to set back China's progress in AI and supercomputer research and weaken its technological and military strength...
Tuesday 20 December 2022
TSMC CEO foresees challenges for semiconductor supply chains (2)
The article is the second part of TSMC CEO C.C. Wei's speech in the Q&A session at Monte Jade Science and Technology Association of Taiwan (MJTaiwan) on December 17.
Tuesday 20 December 2022
Weak handset IC demand likely to extend into 3Q23
Weak demand for handset-use ICs will likely stretch into the early half of the third quarter of 2023, amid weak handset sales worldwide, particularly those of Chinese brands, according...
Monday 19 December 2022
TSMC CEO foresees challenges for semiconductor supply chains (1)
TSMC CEO C.C. Wei, in a rare speech at Monte Jade Science and Technology Association of Taiwan (MJTaiwan) on December 17, told the audience about the new challenges that the semiconductor...
Monday 19 December 2022
Phison claims no stake in Hefei CoreStorage
Flash device controller IC specialist Phison Electronics has already sold its entire stake in Hefei CoreStorage Electronic, which is among the Chinese companies added to an export...