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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 20 October 2022
China chipmakers enter volume production of 5G RF chip solutions
Chinese IC design houses are entering commercial production of 5G RF filters, power amplifiers (PA) and related modules, marking a step forward in boosting the self-sufficiency for...
Thursday 20 October 2022
Key iPhone supplier warns smartphone demand will continue to fall
Murata Manufacturing expects this year's drop in smartphone sales to keep going well into 2023, led by a sharp downturn in China.
Thursday 20 October 2022
Taiwan wafer foundry industry, 3Q 2022
The four leading Taiwan-based foundries - TSMC, UMC, PSMC and VIS - together are on course to generate revenues exceeding US$90 billion in 2022, soaring 31.8% from a year ago.
Thursday 20 October 2022
China still capable of developing edge AI chips
Despite the US' latest restrictions on exports of advanced-node chips and related manufacturing equipment to China, China will still be capable of developing its homegrown AI chips...
Thursday 20 October 2022
Chip supply becomes ever more critical as US defense industry wakes up to new geopolitical challenge
WIth the passages of the Chips and Science Act, momentum is gaining traction in the United States to re-shore semiconductor manufacturing, as leading industry players like Intel and...
Thursday 20 October 2022
Leaders in semiconductor in 2030 (1): No more peace and prosperity
Sun Tzu's" Art of War" maintains that a good warrior relies on his or her ability to take advantage of the situation to win the war rather than on the efforts of others. A small country...
Thursday 20 October 2022
TSMC's Mark Liu wants TSIA members to 'rest assured and focus on Taiwan'
Chairman of TSMC Mark Liu, also the chairman of Taiwan Semiconductor Industry Association (TSIA), said in the association's 2022 annual conference on October 19 that "people should...
Wednesday 19 October 2022
China's underground market for chips draws desperate automakers
In her two-bedroom apartment on the outskirts of Chinese tech hub Shenzhen, Wang woke to a deluge of messages. One read: "SPC5744PFK1AMLQ9, 300 pc, 21+. Any need?"
Wednesday 19 October 2022
Arm separates automotive and IoT business lines
Silicon IP vendor Arm has decided to separate its automotive and IoT business lines.
Wednesday 19 October 2022
COVID lockdown in Ningbo to have little impact on panel output locally
Taiwan-based Innolux, Cheng Mei Materials Technology (CMMT), and other LCD panel and related materials suppliers with plant operations in Ningbo in China's Zhejiang province expect...
Wednesday 19 October 2022
China OSATs cut prices to lure orders for DDIs
China-based OSATs have slashed their prices by over 10% to attract more orders for commodity display driver ICs for use in TVs and notebooks, according to industry sources.
Wednesday 19 October 2022
China panel makers to scale up output for automotive displays
BOE and other China-based panel makers are ramping up their output for automotive displays, eyeing the promising market growth, according to industry sources.
Wednesday 19 October 2022
Consumer MCU, CIS demand may fail to pick up in 2H23
A pick-up in consumer MCU and CMOS image sensor demand starting the second half of 2023 would be the best-case scenario, according to industry sources, which see demand likely to...
Wednesday 19 October 2022
Foundries, OSATs to see supply loosen in 2023
IC foundries and OSATs will see their supply loosen and become less firm on their quotes next year, according to sources at fabless chipmakers.
Tuesday 18 October 2022
IC design houses slowing down new talent recruitment
IC design houses in Taiwan are on track to downsize their recruitment with some even freezing personnel expansions, as part of their efforts to cut costs amid persistently weak market...