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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 24 November 2020
China smartphone AP shipments, 3Q 2020
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up 13.4% quarter-over-quarter and down 9.5% year-over-year.
Tuesday 24 November 2020
Eight-inch foundry quotes to rise up to 40% in 2021
Pure-play foundries including Globalfoundries, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) have raised their 8-inch foundry quotes by 10-15% in the...
Tuesday 24 November 2020
The 'curse' of chip scaling
Moore's Law will continue to be embraced as sort of a faith when it becomes inapplicable, but chiplets will have a chance to become the mainstream in future IC design, according to...
Monday 23 November 2020
Highlights of the day: Backend services quotes rising
Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE...
Monday 23 November 2020
Taiwan IC design houses to embrace bright prospects for 2021
With China stepping up its efforts to build a "de-Americanized" semiconductor supply chain, Taiwan-based IC design houses led by MediaTek are expected to see a bright year for their...
Monday 23 November 2020
TSMC reportedly plans capacity expansion at Nanjing fab
TSMC has decided to build new facilities at its 12-inch fab in Nanjing to satisfy growing demand from the foundry's local customers in China, according to a report by Taiwan's Central...
Monday 23 November 2020
Wi-Fi 6 chip shipments to be robust in 2021
Taiwan-based IC vendors expect their shipments of Wi-Fi 6 chips to continue growing in 2021 thanks to continued demand from end-market device clients, according to industry sources...
Monday 23 November 2020
Taiwan IC design houses enjoy pull-in of short lead-time orders from China
The US trade sanctions against Huawei and its chipmaking affiliate HiSilicon continue to benefit Taiwan's IC design sector in the fourth quarter of 2020, set to be a particularly...
Friday 20 November 2020
Highlights of the day: Chinese IC vendors scramble for foundry support
For Chinese fabless IC vendors, tight foundry supply has been compounded by the fact that China-based SMIC has been blacklisted by the US. More Chinese IC vendors are now seeking...
Friday 20 November 2020
Acter posts profit and margin declines in 1Q-3Q
Cleanroom and turnkey equipment provider Acter saw both its gross margin and net profit decline on year in the first three quarters of 2020, due to rising operating expenses and raw...
Friday 20 November 2020
Semiconductor equipment billings slip in October
October billings among North American manufacturers of semiconductor production equipment slipped 3.7% sequentially but stayed above US$2 billion, according to SEMI.
Friday 20 November 2020
Pandemic-triggered structural changes: Q&A with ASE Technology COO Tien Wu
ASE Technology has turned optimistic about the IC backend industry prospects for the first half of 2021 with high capacity utilization to linger in diverse processes despite the coronavirus...
Friday 20 November 2020
Toshiba says no decision yet for fab sale
Toshiba, in the wake of a recent report revealing it is seeking to sell fabs to Taiwan's United Microelectronics (UMC), has said there have been "no definitive decisions."
Friday 20 November 2020
Concerns rising over tight BT substrate supply for handset SoCs
Handset application processor vendors have expressed concerns about the supply of BT substrates that may fall due to the suspension of production at Unimicron Technology's fire-hit...
Friday 20 November 2020
Samsung sees 14nm chip orders from China surge
Samsung Electronics has seen orders demanding 14nm and above processes ramp up from its China-based fabless clients recently, according to industry sources.