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Global supply chain: Key components
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Wednesday 14 September 2022
Inventory adjustments for ICs may last until 1H23
Inventory adjustments for ICs may last until the first half of 2023, due to weaker-than-expected demand for high-end consumer electronics products, according to sources at Taiwan-based...
Tuesday 13 September 2022
India panel production bid unlikely to have major impact on existing ecosystem
A few India-based enterprises have decided or plan to set up display panel plants in India, but this is unlikely to have substantially impact on the existing global display supply...
Tuesday 13 September 2022
With high inventory and low demand, PC supply chain may need another year to recover
After enjoying explosive growth in 2020 and 2021, the global PC market quickly encountered a lack-of-demand crisis in 2022, caused by the stacking impact of fewer WFH benefits, the...
Tuesday 13 September 2022
Avalanche and UMC announce 22nm production of high-density MRAM-based devices for aerospace applications
US-based Avalanche Technology, a developer of next-generation MRAM technology, and Taiwan-based foundry house United Microelectronics Corporation (UMC), have jointly announced the...
Tuesday 13 September 2022
Intel, Micron break ground for leading-edge fabs in US
Intel and Micron Technology have recently broken ground for their new leading-edge fabs in the US.
Tuesday 13 September 2022
Robust ABF substrate sales boost Taiwan suppliers revenues
Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology all saw their August revenues increase on both sequential and on-year bases, thanks to strong ABF substrate sale...
Tuesday 13 September 2022
China panel makers suffer from falling fab utilization rates
Chinese LCD panel makers have suffered from falling fab utilization rates, with BOE Technology poised to fall below 65% in September, according to AVC Revo.
Tuesday 13 September 2022
MediaTek may see 3Q22 revenue fail to meet guidance
IC design house MediaTek may see its third-quarter revenue fail to meet the guidance given previously, due to disappointing demand for handsets, TVs and other consumer electronics...
Tuesday 13 September 2022
Equipment makers Gudeng and Symtek see brisk order visibility through 2023
Gudeng Precision Industrial, a semiconductor front-end equipment manufacturer specialized in mask solutions and wafer handling tools, and automation equipment maker Symtek Automation...
Tuesday 13 September 2022
Nvidia and TSMC partner to develop silicon photonics solutions, sources say
TSMC is involved in an R&D project led by Nvidia to use its silicon photonic (SiPh) integration technology called COUPE (compact universal photonic engine) for graphics hardware...
Monday 12 September 2022
US likely to expand tech export bans on China, but experts warn implications
A Reuters exclusive report quoted sources saying the Biden administration will broaden export curbs on US semiconductors used for artificial intelligence (AI) and chipmaking...
Monday 12 September 2022
Semiconductor inventory crisis to be peaking starting 4Q22
The actual semiconductor inventory storm has not yet arrived, and different supply chain segments will show starkly divided performances in the fourth quarter of the year, with most...
Monday 12 September 2022
We are bridge, coach, matchmaker for partners in open innovation: Q&A with RISC-V International CEO Calista Redmond
RISC-V is becoming a mainstream architecture to share the market with Intel's X86 and Arm. Being an open platform, it is especially attracting extraordinary attention from semiconductor...
Monday 12 September 2022
SEA roundup: AMD to increase R&D spending in Singapore
AMD is looking for an R&D expansion in Singapore amid Asia supply chain relocation. BYD and Tesla are increasing their investment in Thailand.
Thursday 8 September 2022
US might build emergency chip stockpile in Indo-Pacific, but Taiwan remains excluded
The US-led Indo-Pacific Economic Framework (IPEF) is mulling to build a formal system for sharing semiconductor devices, according to Nikkei Asia. The 14 nations included...