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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 3 June 2020
PS5 online launch delay little affects upstream PCB shipments
Taiwan PCB and IC substrate makers in the supply chain of PlayStation 5 (PS5) will see their shipments remain unaffected despite Sony announcing a delay in a planned June 4 online...
Wednesday 3 June 2020
PS5 processor shipments to kick off in June, peak in 3Q20
Backend IC packaging and testing service providers will begin shipments of the customized SoCs designed by AMD specifically for PlayStation 5 (PS5) to their downstream partners in...
Tuesday 2 June 2020
Highlights of the day: TSMC braces for Huawei ban impacts
The US sanctions against Huawei will not affect only the Chinese tech giant. Its supply chain partners, particularly TSMC,...
Tuesday 2 June 2020
ZTE to join the club for foldable smartphones
ZTE is set to join the club for foldable smartphones as information available at China National Intellectual Property Administration (CNIPA) reveals that the company has applied for...
Tuesday 2 June 2020
Taiwan IC testing houses see RF chips orders spike from IDMs
Taiwan-based IC testing houses including King Yuan Electronics (KYEC), Sigurd Microelectronics and Ardentec have seen orders for RF chips ramp up recently from Taiwanese IC designers...
Tuesday 2 June 2020
Networking to drive ABF substrate market growth in 2H20
Networking devices, in addition to servers, will be driving the ABF substrate market growth in the second half of 2020 bolstered by growing demand to support remote activities, according...
Tuesday 2 June 2020
Fresh US ban on Huawei to impact TSMC and more starting late September
TSMC and other Taiwanese suppliers of Huawei are expected to see their revenues start to suffer in late September from fresh US sanctions blocking companies around the world from...
Tuesday 2 June 2020
Global automotive CID panel shipments to decline nearly 10% in 2020, says Digitimes Research
Global shipments of automotive CID (central information display) panels (including those for aftermarket but excluding white-box models) are forecast to fall 9.9% on year to 80 million...
Tuesday 2 June 2020
Huawei to procure more chips from MediaTek
Mobile SoC specialist MediaTek is expected to see orders placed by Huawei surge by as much as 300% in 2020 due to the US government's fresh trade ban on the Chinese vendor, according...
Tuesday 2 June 2020
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
Tuesday 2 June 2020
Global semiconductor sales slip in April
The global semiconductor industry posted April sales of US$34.4 billion, down a slight 1.2% sequentially, according to Semiconductor Industry Association (SIA).
Monday 1 June 2020
Highlights of the day: Networking chip prices may rise in 2H20
The coronavirus pandemic has fueled demand for a number of devices, including notebooks, to support stay-at-home activities, with chip vendors expect shipments to these segments to...
Monday 1 June 2020
Demand for networking, notebook, healthcare chips to stay strong till October
Pandemic-triggered robust demand for networking chips, notebook chip solutions, healthcare sensors and MCUs is expected to last into October, with networking ASICs, in particular,...
Monday 1 June 2020
Wi-Fi 6 ecosystem fast taking shape
As network connectivity is growingly necceary for users of notebooks and other electronics devices in their remote work and learning activities, a new ecosystem associated with the...
Monday 1 June 2020
Taiwan ASIC developers continue to enjoy strong demand from China
Taiwan-based ASIC and SoC design service providers including Alchip, Faraday Technology and Global Unichip continue to see robust demand from China's chipmaking industry, which has...