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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 22 June 2021
Semiconductor equipment billings hit another record high
North America-based manufacturers of semiconductor equipment posted US$3.59 billion in billings worldwide in May 2021 (three-month average basis), logging a record high for the fifth...
Tuesday 22 June 2021
Handset chipmakers see improving order visibility for 3Q21
Taiwan-based chipmakers have seen their order visibility for handset-use LCD driver ICs and fast-charging solutions become clear for third-quarter 2021, thanks to robust handset sales...
Tuesday 22 June 2021
Chipmakers see lower-than-expected shipments for Chromebook
Speculation is circulating in the chipmaking industry that vendors including Intel, AMD, Qualcomm and MediaTek expect their shipments for Chromebooks to continue growing but at a...
Tuesday 22 June 2021
PCB makers remain upbeat about notebook demand in 3Q21
PCB makers remain upbeat about demand for notebooks in the third quarter of 2021, but are unsure whether demand will stay brisk in the fourth quarter, according to industry sources...
Tuesday 22 June 2021
Global notebook panel shipments to grow 4.8% in 2021
Notebook panel shipments are forecast to increase 4.8% on year in 2021, driven by demand for notebooks supporting stay-at-home activities, according to industry sources.
Tuesday 22 June 2021
Uneven chip inventories challenging downstream device assemblers
Uneven inventories across chipmakers are generating more costs facing downstream device assemblers in not only the PC and handset sectors but also the auto industry, according to...
Tuesday 22 June 2021
Taiwan makers ready for bigger presence in automotive supply chain?
Automotive electrical/electronic architecture (EEA) has accelerated the realization of the future vehicle, and now the mainstream traditional car makers and technology car makers...
Tuesday 22 June 2021
Wistron NeWeb, Arcadyan see easing of component shortages in 3Q21
Some networking device makers, including Wistron NeWeb and Arcadyan Technology, have said the shortages of some parts and components currently affecting the production of networking...
Tuesday 22 June 2021
TSMC to give top priority to car chips, Apple orders
TSMC will give supply priorities to orders for automotive ICs and those placed by Apple in the third quarter of 2021, followed by chip orders for PCs, servers and networking devices,...
Tuesday 22 June 2021
A new world order, a new battleground
What kind of world will it be in 2030? The era of 5G with low latency, high speed and ultra-connectivity is maturing, and people are waiting for 6G that will leverage low orbit satellites...
Monday 21 June 2021
Highlights of the day: TSMC US fab to move in equipment in mid 2022
Construction of TSMC's fab in Arizona is on track to move in equipment as ealy as mid-2022, and equipment suppliers are aleady sending teams of engineers to the US state to assist...
Monday 21 June 2021
Smartphone components to see orders from Apple rise in 2H21
China's smartphone demand failed to gain as much momentum as expected during the Labor Day holidays, resulting in declines in smartphone component shipments in the second quarter,...
Monday 21 June 2021
Foundries see automotive chips play increasingly important role
Pure-play foundries see the automotive segment play an increasingly important role in their revenue, according to market sources.
Monday 21 June 2021
Planned strike at Samsung Display unlikely to affect AMOLED supply
The supply of AMOLED panels by Samsung Display (SDC) for production of Apple's next-generation iPhone devices slated for launch in the latter half of 2021 is unlikely to be affected...
Monday 21 June 2021
China top-3 foundries to see combined revenue hit record high in 2021, says Digitimes Research
China's top-3 pure-play foundries are expected to see their combined revenue grow 16% on year to hit another record high in 2021, buoyed by continued strong demand for power devices,...