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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 25 October 2022
TV panel prices stop falling
LCD TV panel prices have stopped falling after sliding below suppliers' cash-cost levels, according to industry sources. Additionally, aggressive production cuts by panel makers also...
Tuesday 25 October 2022
IC design houses see inventory levels remain high
IC design houses will still be trapped by high inventory levels in the fourth quarter of 2022, as replenishment demand from customers remains slow, according to industry sources.
Monday 24 October 2022
Beware of zero-sum game in US-China chip war that could last a decade
The White House issued National Security Strategy on October 12, revealing plans for the "decisive decade" for competition between democracies and autocracies. Out-competing China...
Monday 24 October 2022
Leaders in semiconductor in 2030 (3): Who makes the rules?
Sun Tzu's "The Art of War" maintains that you "shape" the battle and your enemy will have to play along. By having competitors and even strategic partners play within a pre-determined...
Monday 24 October 2022
TSMC suspends work for Chinese chip startup amid US curbs
TSMC has suspended production of advanced silicon for Chinese startup Biren Technology to ensure compliance with US regulations, according to a person familiar with the matter.
Friday 21 October 2022
Global 200mm fab capacity to surge 20% through 2025, says SEMI
Semiconductor manufacturers worldwide are expected to see their combined 200mm fab capacity increase 20% from 2021 through 2025, adding 13 new 200mm lines as the industry reaches...
Friday 21 October 2022
Empyrean to acquire fellow China EDA firm
Empyrean Technology recently disclosed plans to acquire fellow China-based EDA software company XinDA Design Automation for US$10 million in cash.
Friday 21 October 2022
FPCB maker Complex Micro eyeing car applications as new growth driver
Taiwan-based Complex Micro Interconnection, specializing in flexible PCB (FPCB) for military and other niche market applications, is aggressively cutting into EV charging modules...
Friday 21 October 2022
Large-size DDI oversupply unlikely to ease in 2023
The market for large-size display driver ICs (DDI) will remain oversupplied in 2023, showing no signs of improvement, according to industry sources.
Friday 21 October 2022
South Korea's early exports sink in sign of weakening demand
South Korea's early exports dropped in October, suggesting a weakening of demand that reinforces signs of a slowdown in the global economy.
Friday 21 October 2022
PCB equipment makers remain upbeat about sales outlook
Taiwan's PCB equipment makers remain optimistic about demand prospects despite orders deferral at the request of some customers, with most of them ending the first months of the year...
Friday 21 October 2022
Leaders in semiconductor in 2030 (2): Taiwan tech industry's era of no borders
Sun Tzu's "The Art of War" maintains that troops start out with their own country's supplies and then get replenishments from the enemies. Taiwan may be small, but it can make use...
Friday 21 October 2022
Inventory correction for Android phones nears end
Inventory correction for Android smartphones may come to an end later in the fourth quarter, but the market outlook for 2023 remains vague, according to sources at Taiwan-based IC...
Thursday 20 October 2022
Foxconn showcases research results in future vehicles, highlighted by information security and V2X
The Hon Hai Research Institute (HHRI)'s goal is to do foresight research 3 to 7 years ahead that comply with the group's 3+3 strategy. They will announce their progress at the NExT...
Thursday 20 October 2022
Will Taiwan take over US semiconductor talent leaving China?
US professionals have been banned from helping Chinese companies develop or manufacture chips without prior permits, and it remains to be seen whether those professionals could be...