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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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.
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...