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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 22 July 2021
China AI, HPC chip developers step up pace of orders
China-based AI and HPC chip developers have quietly stepped up their pace of orders demanding advanced-node manufacturing at TSMC, according to industry sources.
Thursday 22 July 2021
DDR3 prices to continue double-digit growth
Niche-market DDR3 memory prices will continue to register double-digit increases in the third and fourth quarters of 2021, due mainly to supply-side constraints, according to industry...
Thursday 22 July 2021
Apple, carmakers vying for more ICs
Apple has stepped up its chip purchases for the upcoming iPhones, while first-tier automotive component vendors in the supply chains of carmakers in Japan are also vying for more...
Thursday 22 July 2021
China OSAT industry, 2021
As the supply chain aggressively ramped up chip inventory in second-half 2020, IC assembly and test capacity utilization showed a major increase.
Thursday 22 July 2021
Long lead time becomes norm for IT supply chains
Taiwanese industrial IT product makers, including Foxlink, Delta Electronics, AcBel Polytech, FSP, and Winmate, have all warned that component shortages have become an issue that...
Thursday 22 July 2021
Smartphone AP suppliers begin a new round of competition in 2H21
Brand vendors of 5G smartphones have started building component inventory for their new models for the second half of 2021, but prices of AP solutions are facing difficulties to increase,...
Wednesday 21 July 2021
Highlights of the day: ICT companies see bright 2H21
Although the coronavirus pandemic has gradually been put under control, notebook ODMs still see their clients placing...
Wednesday 21 July 2021
MCU prices to rise through year-end
MCU prices are poised to rise through the end of 2021, due to the impact of a nationwide lockdown in Malaysia and a cutback in support from China-based foundries, according to industry...
Wednesday 21 July 2021
Compeq keenly exploring PCB for non-CE applications
Taiwan's PCB maker Compeq Manufacturing is guardedly optimistic about its shipment prospects for the second half of the year, and will continue to diversify its target markets to...
Wednesday 21 July 2021
PCB maker Dynamic to commercialize new capacity later in 3Q21
Taiwan-based PCB maker Dynamic Electronics expects additional production capacity at its factory site in Huangshi, China to come online later in third-quarter 2021 and contribute...
Wednesday 21 July 2021
TSMC dossier (10): Prepare for rainy days and never slack off
According to the ancient Chinese thinker Zhuangzi, persistence on building up competence over time is the only way to earn people's trust. Taiwan, with a small population of less...
Wednesday 21 July 2021
China vendors re-adopt ToF cameras for new flagship handsets
While Apple is expected to have at least its new iPhone Pro series for 2021 feature ToF-based LiDAR scanners, some Android handset vendors including China's Honor are poised to resume...
Wednesday 21 July 2021
PCB makers continue to see shipments constrained
PCB manufacturers engaged in the notebook, tablet and other PC industry supply chain continue to see their shipments constrained by shortages of various chips in varying degrees,...
Wednesday 21 July 2021
Globalfoundries to build new fab in New York
Globalfoundries (GF) has announced expansion plans for its most advanced manufacturing facility in upstate New York over the coming years. These plans include immediate investments...
Tuesday 20 July 2021
Highlights of the day: Foundry outlook remains robust
Strong demand and tight capacity are pushing up foundry serivce quotes. Major Taiwan-based foundry houses are expected...