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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 24 August 2022
Semiconductor industry growth prospect dims and capex reduced
The semiconductor industry is seeing demand cringes as inventory adjustments continue in the consumer electronics sector and macroeconomic growth slows.
Wednesday 24 August 2022
IC substrate and automotive PCB demand promising
Market observers are generally optimistic about the IC substrate and automotive PCB market prospects in the long term, with both product segments to become major growth drivers for...
Wednesday 24 August 2022
Exclusive interview with HBS professor Willy Shih: Global supply chain resilience issues to watch out for in 2023 and beyond
As resilience has become as a critical keyword for global supply chain manufacturers, Harvard Business School professor Willy Shih, in a pre-event interview for the DIGITIMES Asia...
Wednesday 24 August 2022
Sensor backend specialists gearing up for metaverse device boom
Sensor backend specialists, such as VisEra Technologies and Xintec, are gearing up for a metaverse device demand boom.
Wednesday 24 August 2022
Lead times for network ICs shortened to 30 weeks
Some network IC suppliers have seen lead times shorten from over 50 weeks to 30 weeks, indicating that the chip shortage is easing, according to sources at network device manufactu...
Wednesday 24 August 2022
Questions raised toward Intel's discrete GPU business
Will Intel CEO Pat Gelsinger cut the company's fledging discrete GPU business? Since its establishment in first-quarter 2021, Accelerated Computing Systems and Graphics Group (AXG)...
Wednesday 24 August 2022
Qorvo cutting back wafer starts at UMC
Qorvo is cutting back wafer starts at United Microelectronics (UMC), violating its LTA contract with the foundry amid growing demand-side uncertainty, according to sources in the...
Tuesday 23 August 2022
Mobile AP vendors under pressure to cut prices
Qualcomm and MediaTek are under increasing pressure to cut their mobile application processor prices amid reports that Android smartphone vendors, including Samsung Electronics, are...
Tuesday 23 August 2022
Taiwan foundries remain firm on prices
Taiwan-based pure-play foundries intend to maintain their prices, despite slowdowns in orders from their fabless customers, according to sources in the IC design industry.
Tuesday 23 August 2022
GF to raise prices for some foundry processes in 2023
GlobalFoundries (GF) plans to raise prices for some of its manufacturing processes by up to 8% in 2023, according to sources at IC design houses.
Monday 22 August 2022
Panel output cuts may continue until 1Q23
Display panel makers, to cope with decreased demand and high inventory levels, have reduced production since June 2022 and low utilization rates are likely to continue until first-quarter...
Monday 22 August 2022
Beyond smartphone: AIoT grows in importance in MediaTek's strategy
Long driven by smartphone chips sales, MediaTek, the world's 5th largest IC design house by revenue as of first-quarter 2022, is gearing up for growth potential in the connectivity...
Monday 22 August 2022
AMD seen not to hike prices for mainstream core chips for PCs
Intel has disclosed plans to hike its CPU prices by 10-20% starting October, but AMD is not expected to follow suit amid the waning terminal market demand, according to industry so...
Monday 22 August 2022
IC design houses mull asking TSMC to halve quote hikes for 2023
Taiwan IC design houses are mulling a move to renegotiate with TSMC on foundry prices for 2023, looking to have the chip manufacturing partner halve its quote hike to 3% for mature...
Monday 22 August 2022
Power restriction in western China has little impact on panel supply
The provincial government of Sichuan, western China, restricted power supply to local factories during August 15-20 and this will have a little substantial impact on overall supply...