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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 8 November 2022
Mobile IC backend specialists brace for weak 4Q22
Backend houses specializing in smartphone application processors (AP) are bracing for a disappointing fourth-quarter 2022 and probably first-quarter 2023, as inventory correction...
Tuesday 8 November 2022
Fabless firms clearing inventories aggressively
Since the latter part of the third quarter, Taiwan-based IC design houses, including first-tier players, have become aggressive in clearing on-hand inventories by slashing orders...
Monday 7 November 2022
MCU demand remains stable for automotive applications
MCU demand for PC and other consumer electronics applications is expected to see a larger fall in the fourth quarter than in the third, and only 32-bit MCUs for automotive and industrial...
Monday 7 November 2022
PC brands increasingly caught between the US and China
Supply chain sources indicated that Microsoft and Dell had requested to have all their IC sources of supply thoroughly checked - to see if any component stems from the Chinese semiconductor...
Monday 7 November 2022
Experts in UTHF 2022 see chip industry landscape changing and warn non-tech threats
Experts spoke on the first day of the 2022 US-Taiwan High-tech Forum (UTHF) and gave reasons for optimism for the semiconductor industry outlook in the next 10 years. However, they...
Monday 7 November 2022
Alchip sees China-bound ASIC sales mildly affected by US trade ban
Taiwan-based Alchip Technologies, dedicated to supplying ASICs, expects the latest US restrictions on shipments of advanced chips to China to affect only 1-2% of its revenues, as...
Monday 7 November 2022
Phison posts over 30% profit fall in 3Q22
Flash memory controller and module maker Phison Electronics has reported net profits fell about 34% sequentially to a nine-quarter low of NT$1.19 billion (US$37.1 million) in the...
Monday 7 November 2022
Winbond sees 3Q22 profit hit 6-quarter low
Winbond Electronics, a maker of specialty DRAM and flash memory, has reported net profits falling 48.2% sequentially to a six-quarter low of NT$2.67 billion (US$83.1 million) in the...
Friday 4 November 2022
Apple to keep Qualcomm chips in 2023 in turnabout
Qualcomm will continue to provide the modem chips for the "vast majority" of iPhones in 2023, a turnabout for a company that had expected to lose the business to Apple Inc.'s homegrown...
Friday 4 November 2022
Elan cancels LTA with chip foundry due to feeble notebook demand
Notebook touchscreen chip maker Elan Microelectronics expects its operation to continue facing a decline in the fourth quarter of 2022 because of weak notebook demand, while the company...
Thursday 3 November 2022
SEMICON China Forum: Find ways out under US trade ban
High-profile semiconductor industry leaders in China recently gathered at the just-ended SEMICON China Executive Summit seeking to find ways out for China's future IC development...
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...