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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 11 November 2020
FocalTech raises TDDI and LCD driver IC prices 10%
FocalTech Systems has raised quotes for its TDDI chips and LCD driver ICs by 10%, and is mulling another double-digit price increase in the first half of 2021, according to industry...
Tuesday 10 November 2020
Qualcomm, MediaTek bracing for strong 5G SoC demand in 2021
Qualcomm and MediaTek are poised to embrace strong shipment growths for 5G SoC solutions in 2021 as sales of 5G phones are expected to grow exponentially in the coming year, particularly...
Tuesday 10 November 2020
Tripod posts profit surge on strong HDI board sales
PCB maker Tripod Technology saw its net earnings for third-quarter 2020 surge 52.4% sequentially to NT$2.001 billion (US$70.06 million) or EPS of NT$3.81, due mainly to high capacity...
Tuesday 10 November 2020
Silicon Motion expects foundry supply to stay tight through end-2021
Flash device controller developers, including Silicon Motion Technology, have seen their foundry partners encounter tight capacity particularly at 8-inch fabs, which may persist through...
Tuesday 10 November 2020
PCB maker Unitech sees net losses narrow in 3Q20
Unitech Printed Circuit Board saw its net losses narrow to NT$417 million (US$14.6 million) in the third quarter due to rising capacity utilization, and is expected to see fourth-quarter...
Tuesday 10 November 2020
AUO, Innolux see revenues drop sequentially in October
Panel makers AU Optronics (AUO) and Innolux both saw their revenues decline in October from the previous month due to shortages of some key components and reduced work days in the...
Tuesday 10 November 2020
UMC October revenue rise, VIS flat
Pure-play foundry United Microelectronics (UMC) saw its October revenue increase 5.2% sequentially, while revenue at fellow company Vanguard International Semiconductor (VIS) stayed...
Monday 9 November 2020
Highlights of the day: PWM IC in serious shortages
Tight foundry capacity has constrained semiconductor supply, with PWM ICs in particularly serious shortages. The IC...
Monday 9 November 2020
Novatek expects 4Q20 revenue to hit another record
Display driver IC specialist Novatek Microelectronics expects to post revenues of between NT$21.8 billion (US$763.4 million) and NT$22.5 billion in the fourth quarter of 2020, which...
Monday 9 November 2020
PCB maker Apex positive about 4Q20
Taiwan-based PCB maker Apex International expects its fourth-quarter revenues to grow robustly on year thanks to strong shipments for TV, notebook and networking applications.
Monday 9 November 2020
AUO making headway in diverse panel segments
AU Optronics (AUO) has seen its policy focusing on value transformation and vertical integration bring significant results, driving sales of a diverse range of LCD panels, according...
Monday 9 November 2020
Power management chips in severe shortages
The global supply of ICs demanding 8-inch wafer fabrication services has been tight, with shortages of power management chips (PWM IC) being particularly severe, according to industry...
Monday 9 November 2020
How post-election US-China ties may affect Taiwan semiconductor sector
It remains uncertain how the outcome of the US presidential election may change the country's trade tensions with China, but semiconductor firms in Taiwan generally believe the American...
Friday 6 November 2020
AI key to future Taiwan semiconductor success, says Etron chairman
Developing and strengthening technology associated with artificial intelligence (AI) will be critical for Taiwan-based chipmakers in their pursuit of the next growth engine, and may...
Friday 6 November 2020
Highlights of the day: ODMs continue moving out of China
The US presidential race is still too close to call, but the final outcome of the election will not change Taiwanese ODM's...