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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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...
Friday 29 January 2021
Foundries to prioritize long-term orders amid tight capacity
Taiwan-based foundries intend to give supply priorities to long-term and established clients amid tight capacity, according to industry sources.
Friday 29 January 2021
Corning expanding 10.5G LCD glass output in China amid sales growth
Corning has disclosed it is expanding production at its 10.5G LCD glass substrate plants in China to meet stgrong demand for IT and TV applications.
Thursday 28 January 2021
Highlights of the day: MediaTek expects bright 2021
MediaTek is optimistic about its operation in 2021, with revenues expected to rise up to 8% sequentially in the first...
Thursday 28 January 2021
Backend firms upbeat about demand for MediaTek chips
Backend houses in the supply chain of MediaTek have expressed optimism about demand for the fabless client's 5G, Wi-Fi 6 and automotive chip solutions in 2021, and are ramping up...
Thursday 28 January 2021
Intel invests additional US$475 million in Vietnam
Intel announced recently that it has invested a further US$475 million in Intel Products Vietnam (IPV). This new investment is in addition to Intel's US$1 billion investment to build...
Thursday 28 January 2021
Automotive chip suppliers queuing up for capacity support
Automotive chip suppliers are queuing up for capacity support from foundries, particularly 8-inch ones, and may be prompted to accept higher quotes for more capacity, according to...
Thursday 28 January 2021
MediaTek expects up to 8% revenue growth in 1Q21
MediaTek expects to post revenue growth of up to 8% sequentially to between NT$96.4 billion (US$3.44 billion) and NT$104.1 billion in the first quarter of 2021. Despite foundry capacity...
Wednesday 27 January 2021
Highlights of the day: Intel to outsource 3nm chip production to TSMC
Just days after Intel seemingly dismissed speculation about expanding outsourcing to TSMC, sources from Taiwan's supply chain have disclosed that the US chip vendor has plans to have...
Wednesday 27 January 2021
Global IC market to hit record high in 2021, says IC Insights
IC Insights has forecast that the global IC market will rise 12% and set an all-time high of US$441.5 billion in 2021.
Wednesday 27 January 2021
LCD panel prices to rise over 10% in 1Q21
LCD panel prices are poised to rise another 10% on average to hit a four-year high in first-quarter 2021, having been raised by 15-20% in the previous quarter, according to industry...
Wednesday 27 January 2021
WPG to build last mile in semiconductor supply chain at Taoyuan Aerotropolis
Taiwan is the leader in many semiconductor sectors, but the "last mile" in terms of logistics and shipping centers is missing in the country - a gap that WPG Holdings is ready to...