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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 26 November 2020
Use of SiC-based MOSEFET in EVs to pick up momentum
Tesla's adoption of SiC-based MOSFETs for Model 3 is expected to cause other electric vehicle (EV) vendors to follow suit, but their use will not be popular until year-end 2021 or...
Thursday 26 November 2020
Global IC foundry output value to rise over 20% in 2020
Output value for the global IC foundry industry is forecast to surge more than 20% in 2020, and will register another on-year growth but at a slower pace in 2021, according to Digitimes...
Thursday 26 November 2020
PCB maker Unitech expects 20-30% revenue growth in 2021
Unitech Printed Circuit Board expects to post a revenue increase of 20-30% in 2021 as shipments for new orders and new clients will ramp up steadily, particularly in the second half...
Thursday 26 November 2020
Apple moving forward with own AiP modules, probably developing RF FEM modules in-house
Apple reportedly will continue developing its own mmWave AiP (antenna in package) modules for its next-generation iPhone lineup, with related efforts likely to push the US handset...
Thursday 26 November 2020
Addition of Toshiba fabs unlikely to relieve 8-inch fab capacity shortage
Toshiba is reportedly seeking to sell its 8-inch fabs in the first quarter of 2021, but the global 8-inch foundry capacity shortages will still hardly be relieved even if the Japanese...
Thursday 26 November 2020
China stepping up homegrown processor development
Taiwan-based IC design service and silicon IP providers continue to see strong demand particularly for high-margin CPUs from China, according to industry sources.
Wednesday 25 November 2020
Highlights of the day: TSMC closer to 3nm production
TSMC has held a ceremony marking the completion of the plant structure for its 3nm fab at the Southern Taiwan Science Park (STSP). The foundry house is expected to kick off commerical...
Wednesday 25 November 2020
Arm offers Taiwan research institute free access to IP
The Taiwan Semiconductor Research Institute (TSRI) has signed an agreement with Arm, allowing related Taiwanese academic and research bodies to enjoy free access to the latter's processor...
Wednesday 25 November 2020
Taiwan Mask optimistic about 2021
Photomask supplier Taiwan Mask (TMC) has expressed optimism about its operations in 2021, citing robust demand from 8-inch and 12-inch foundries for mature-node manufacturing.
Tuesday 24 November 2020
Highlights of the day: Foundry quotes rising
Tight capacity has already sent pure-play foundries raising quotes for the 8-inch segment by 10-15% in fourth-quarter...
Tuesday 24 November 2020
BT substrate production lead time extended
The supply of ABF substrate has been tight, which has also pushed up BT substrate production lead times, according to industry sources.
Tuesday 24 November 2020
Automotive PCB makers see promising demand from Asia
Taiwan's automotive PCB makers have experienced a major change in shipment structures so far this year, with the ratio of shipments to Asia rising significantly and those for the...
Tuesday 24 November 2020
Top-15 semiconductor suppliers to see combined revenue increase 13% in 2020, says IC Insights
The world's top-15 semiconductor companies are forecast to see their combined sales increase 13% in 2020, slightly more than twice the expected total worldwide semiconductor industry...
Tuesday 24 November 2020
Winstek set to land more backend orders for blockchain AI chips
IC backend service provider Winstek Semiconductor (formerly STATS ChipPAC Taiwan) is expected to see a surge in demand for blockchain-use AI chips in December, according to company...
Tuesday 24 November 2020
Tight ABF substrate supply pushing up prices, lead times
Tight ABF substrate supply has not only pushed up prices by 30-40% but also prolonged delivery lead time to a maximum of three quarters, according to industry sources.