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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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.
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...