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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 2 February 2021
Highlights of the day: Automotive chip demand to further constrain foundry support
Taiwanese foundry houses' promises to devote more capacity to making automotive chips have raised concern among smaller IC designers. With the foundry capacity unlikely to see major...
Tuesday 2 February 2021
LCD panel price rally to continue in 1H21
LCD panel prices are expected to continue rising during the first half of 2021, as shortages of components and raw materials, including driver ICs, polarizers and glass substrates,...
Tuesday 2 February 2021
Taiwan MCU firms poised to hike prices
Taiwan-based MCU specialists, including Holtek Semiconductor, are expected to initiate price increases to reflect rising manufacturing costs, according to industry sources.
Tuesday 2 February 2021
China 1Q21 smartphone AP shipments to stay flat, says Digitimes Research
Shipments of smartphone-use application processors (AP) to China, including those for handset exports, will stay flat sequentially in the first quarter of 2021, according to Digitimes...
Tuesday 2 February 2021
MediaTek unveils 5G modem with mmWave support
MediaTek has announced its new M80 5G modem which combines mmWave and sub-6GHz technologies onto a single chip.
Tuesday 2 February 2021
Fabless chipmakers worry about further supply constraints
With major Taiwan-based foundries expressing their supply commitments to their automotive customers, fabless chipmakers particularly second-tier players have expressed concerns about...
Monday 1 February 2021
SSD adoption among notebooks to accelerate in 2021
Falling NAND flash prices will be driving substantially the adoption of SSDs in notebooks this year, which Micron Technology executive VP and chief business officer Sumit Sadana also...
Monday 1 February 2021
Highlights of the day: Notebook ODMs feel pressure from rising components costs
IC components prices are rising as a result of shortages amid tight foundry capacity, heaping pressure on notebook makers. ODMs are mulling hiking notebook...
Monday 1 February 2021
Notebook ODMs mull hiking quotes to reflect rising components costs
Taiwan-based notebook ODMs plan to raise their quotes to reflect rising component prices that have been heaping pressure on their production costs, according to industry sources.
Monday 1 February 2021
Taiwan small- to mid-size panel shipments to fall 9.5% in 1Q21, says Digitimes Research
Taiwan's shipments of small- to medium-size LCD panels are expected to fall 9.5% sequentially but up 3.9% on year to 174 million units in the first quarter of 2021, Digitimes Research...
Monday 1 February 2021
DDR3 prices to rise 40-50% in 2021
DDR3 prices are expected to rise 40-50% in 2021, according to industry sources who estimated previously a slower 30% increase.
Monday 1 February 2021
TSMC exploring growth beyond Apple
Pure-play foundry TSMC is aggressively looking for growth beyond demand from Apple, which is currently its biggest client, according to industry sources.
Friday 29 January 2021
Highlights of the day: Foundries prioritizing long-term clients
Chip vendors have been striving to obtain capacity support from Taiwan-based foundry houses, which nevertheless have been unable to meet all demand due to tight capacity. The foundries...
Friday 29 January 2021
AUO to run production at full utilization during upcoming holiday
LCD panel maker AUO will manage to maintain full capacity at its facilities in Taiwan and China during Lunar New Year to meet robust demand from clients, according to company chairman...
Friday 29 January 2021
Automotive chip demand could slow growth at Taiwan IC suppliers
Taiwan's wafer foundry houses are under increasing pressure to allocate more capacity for automotive chips, which in turn could undermine shipments of Taiwan-based IC suppliers in...