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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 5 February 2021
Fire strikes again at Unimicron plant
A fire broke out February 4 at Unimicron Technology's PCB and IC substrate manufacturing complex in Taoyuan, northern Taiwan, where its BT substrate plant had been just damaged by...
Friday 5 February 2021
SSD controller supply stays tight
The supply of SSD device controller ICs remains tight, which may continue to boost SSD prices despite sufficient NAND chip supplies, according to industry sources.
Thursday 4 February 2021
Highlights of the day: AMD unlikely to change foundry partners for advanced nodes
There has been speculation suggesting that AMD may turn to Samsung for making its 5nm and 3nm chips in as its currernt foundry partner TSMC has been unable to provide sufficient capacity...
Thursday 4 February 2021
Notebook chips in tight supply
The supply of notebook-use chips including display driver ICs, power management chips and audio codecs chips continues to fall short of demand in the first quarter of 2021 despite...
Thursday 4 February 2021
MCU designers hike prices
MCU design houses Holtek Semiconductor and Sonix Technology will hike quotes by 10-15%, and fellow companies Elan Microelectronics, Hycon Technology, Sunplus Technology, Nyquest Technology...
Thursday 4 February 2021
AMD unlikely to transfer orders away from TSMC
AMD is unlikely to transfer its 5nm or 3nm chip orders from TSMC to Samsung Electronics, and its ongoing tight supply of processors is due mainly to ABF substrate shortages rather...
Thursday 4 February 2021
Apple takes smartphone AP revenue leadership in 3Q20
The global smartphone applications processor (AP) market grew 32% in revenue terms to a record high of US$7.4 billion in the third quarter of 2020, according to Strategy Analytics...
Wednesday 3 February 2021
Unimicron, Kinsus set to gain from MediaTek mmWave chips
Taiwan's IC substrates makers including Unmicron Technology and Kinsus Interconnect Technology are poised to embrace new business opportunities arising from MediaTek stepping up its...
Wednesday 3 February 2021
Eris to see orders transferred from Lite-On Semi start generating revenue in 3Q21
Diode maker Eris Technology is poised to obtain from Lite-On Semiconductor automotive diode production equipment which has been acquired by Eris' largest shareholder Diodes, and will...
Wednesday 3 February 2021
Global 2020 silicon revenue remains stable with wafer shipments edging up, say SEMI
Worldwide silicon wafer area shipments increased 5% in 2020, when revenue remained unchanged from 2019 at US$11.17 billion, according to SEMI.
Wednesday 3 February 2021
Foxconn to improve gross margin to 7% in 2021
Foxconn expects to improve its gross margin this year to 7% in 2021, and will continue to deepen its deployments in a spate of segments including electric vehicles (EV), robots and...
Wednesday 3 February 2021
Taiwan large-size panel shipments to drop 7% in 1Q21, says Digitimes Research
Taiwan's large-size panel shipments (excluding Sharp's) are expected to decline 7.3% sequentially in first-quarter 2021, having expanded 4.4.% sequentially and 26.5% on year to 74.76...
Wednesday 3 February 2021
VIS raises 2021 capex
Eight-inch foundry Vanguard International Semiconductor (VIS) has budgeted NT$5.1 billion (US$182.33 million) in capex for 2021, up from the NT$3.54 billion allocated last year.
Wednesday 3 February 2021
IC designers brace for insufficient foundry support throughout 2021
Taiwan's IC design houses expect their book-to-bill ratios to stay well above 1.0 throughout 2021, thanks to persistently tight foundry capacity undermining their shipment fulfillments...
Wednesday 3 February 2021
Global semiconductor sales increase 6.5% in 2020, says SIA
Worldwide sales of semiconductors reached US$439 billion in 2020, up 6.5% on year, according to SIA.