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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 18 May 2020
Highlights of the day: TSMC US fab project could reshape supply chain
TSMC has dopped a bombshell by announcing a plan to build a 5nm fab in the US. While the full impact of the fab poject remains to be seen, Digitimes Research believes it could reshape...
Monday 18 May 2020
Taiwan IC design service providers upbeat about 2Q20 prospects
Most Taiwan-based fabless ASIC designers and silicon IP providers remain upbeat about their sales and profits for the second quarter of 2020 thanks to clear order visibility from...
Monday 18 May 2020
Samsung, Globalfoundries to see growing threat from TSMC
TSMC has an over 50% of the global pure-play foundry market, and the establishment of its new US fab could pose a further threat to Samsung's foundry operations and Globalfoundries,...
Monday 18 May 2020
TSMC 5nm fab in US could reshape global chipmaking supply chain, says Digitimes Research
A TSMC wafer fab designed for advanced 5nm process manufacturing in the US could drive changes to many semiconductor players within the supply chain, according to Digitimes Researc...
Friday 15 May 2020
PCB maker Unitech losing momentum from AirPods 2
Unitech Printed Circuit Board saw its revenues and net profits for the first quarter of 2020 decline both sequentially and annually, and has expressed caution about its second-quarter...
Friday 15 May 2020
Phison looks to high-capacity SSD for future growth
Flash memory controller and device supplier Phison Electronics has been aggressively expanding its SSD offering, particularly the high-capacity segment, which the company believes...
Friday 15 May 2020
HannStar Board to see strong 2Q20
PCB manufacturer HannStar Board expects to enjoy a particularly strong second quarter of 2020, thanks to an influx of short lead-time orders for notebook applications.
Friday 15 May 2020
Taiwan small- to mid-size LCD panels – 1Q 2020
Taiwan's small- to medium-size panels shipments went down 28.4% sequentially in the first quarter of 2020, reaching only 167.64 million units as demand for entry-level smartphones...
Friday 15 May 2020
Escalating trade war to hit China foundry sector
With the US set to impose new restrictions on exports to China, including exports of some critical semiconductor equipment, the ban that will become effective on June 29 is likely...
Friday 15 May 2020
Nvidia intros Ampere GPU
Nvidia has unveiled its Ampere-based GPU series, and has already kicked off volume production of the first chip based on the architecture. Powered by 54 billion transistors, the Ampere...
Friday 15 May 2020
TSMC announces intention to build and operate 5nm fab in US
TSMC today announced its intention to build and operate an advanced semiconductor fab in the US with the mutual understanding and commitment to support from the US federal government...
Thursday 14 May 2020
Highlights of the day: Server, notebook makers haunted by components shortages
Demand for servers and notebooks has been fueled by stay-at-home needs in the wake of the coronavirus pandemic, which neverthess is disrupting production, logistics support, and labor...
Thursday 14 May 2020
Fingerprint-on-display sensor market grows nearly 8-fold in 2019, says Omdia
Global shipments of fingerprint-on-display (FoD) sensors expanded by nearly a factor of eight in 2019 as these devices increasingly replace conventional silicon-based capacitive chips...
Thursday 14 May 2020
SMIC raises 2020 capex
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) has revised upward its capex outlook this year to US$4.3 billion, up US$1.1 billion or about 34% from...
Thursday 14 May 2020
Phison remains upbeat about 2020 profit
Flash device controller supplier and module maker Phison Electronics remains optimistic about its profit performance this year, despite challenges arising from the coronavirus pand...