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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 21 September 2022
AMD keen to secure capacity support from Taiwan
AMD CEO Lisa Su will meet with her TSMC counterpart CC Wei during her upcoming visit to Taiwan, as the US chip vendor looks to secure support from the foundry house and other value...
Wednesday 21 September 2022
Flytech expects panel PCs to become main source of profit growth
Flytech Technology expects panel PCs to become the major source of long-term operating profit growth although POS devices contribute large portions of revenue contribution with shipments...
Wednesday 21 September 2022
Nvidia launches next-gen GeForce RTX built on TSMC N4 node
Nvidia has launched its next-generation GeForce RTX gaming GPUs built using TSMC's 4nm process technology.
Wednesday 21 September 2022
Samsung's ups and downs (6): Caught in an awkward position with the risk of being isolated
Japan and the EU are actively seeking cooperation with Taiwan, and the US has even proposed the Chip 4 semiconductor industry alliance trying to secure its strategic partners in the...
Wednesday 21 September 2022
OSATs see uncertainty in new GPU orders from Nvidia, AMD
Taiwan's OSATs remain uncertain about the arrival of orders from Nvidia and AMD for processing their new GPU chips, and are expected to see their high-end packaging and testing capacities...
Wednesday 21 September 2022
Q&A with SiFive SVP Jack Kang: 5 nm chips with SiFive cores likely to be used in cars by 2025-2026
SiFive successfully rolled out a portfolio of automotive CPUs based on the RISC-V standard, and is about to create a new ecosystem of chips, tier-1 auto component providers and OEM...
Wednesday 21 September 2022
AMD CEO to visit Taiwan in early October
AMD chair and CEO Lisa Su will arrive in Taiwan in early October to meet major suppliers including TSMC and ASE Technology, according to industry sources.
Wednesday 21 September 2022
Industrial CPU supply remains tight
The supply of industrial CPUs and microcontrollers (MCU) remains tight, with delivery lead times reaching more than 50 weeks, according to sources at industrial PC (IPC) makers.
Wednesday 21 September 2022
Samsung reportedly eyeing closer tie with UMC for additional OLED DDI output
Samsung Electronics is reportedly eyeing a closer tie with Taiwan-based United Microelectronics (UMC), already a foundry partner of the Korean tech giant, for additional OLED display...
Wednesday 21 September 2022
Specialty DRAM demand unlikely to pick up until 2023
Specialty DRAM demand for mainly consumer electronics device applications is unlikely to pick up until 2023, and may see an L-shaped recovery, according to industry sources.
Tuesday 20 September 2022
Chinese IC startups face uncertain outlook
Macroeconomic factors and changing investment strategy have taken their bites on China's semiconductor startups. As Financial Times reported, weakening market demand, especially...
Tuesday 20 September 2022
Flexible PCB demand picking up
Flexible PCB suppliers have seen demand start picking up in September, with the growth momentum mainly from shipments for recently-released new iPhones, according to market sources...
Tuesday 20 September 2022
GlobalFoundries becomes latest constituent to PHLX Semiconductor Sector Index
US semiconductor foundry service company GlobalFoundries (GF) has announced that it has been added to the PHLX Semiconductor Sector Index (SOX), effective Monday, September 19, 202...
Tuesday 20 September 2022
Vertical integration is trending, but things won't be so easy for car OEMs
At Semicon Taiwan 2022, executives from Denso, Renesas, and Infineon shed light on the major changes taking place in the automotive supply chain. Denso is one of the largest automotive...
Tuesday 20 September 2022
Semiconductor probe card suppliers may see earnings erode in 2023
Companies specializing in probe cards for wafer tests and load boards for final tests may see their profits erode in 2023 as chipmakers including foundry TSMC and fabless firm MediaTek...