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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 17 September 2020
Apple orders to fill up TSMC 5nm process capacity
TSMC's 5nm process capacity will be fully utilized through the end of 2020, thanks particularly to strong orders for Apple's new iPad Air and upcoming iPhones, as well as the Mac,...
Wednesday 16 September 2020
Highlights of the day: Huawei reportedly abandoned by Chinese chipmakers
Huawei's woes seem to have been compounded by Chinese chipmakers who, wary of breaching the US trade sanctions that took effect on September 15, have reportedly suspended...
Wednesday 16 September 2020
APCB expects robust stay-at-home economy to drive 2H20 results
Advanced Printed Circuit Board (APCB) expects strong PCB demand for notebook lens modules and DRAM modules supporting the stay-at-home economy to drive its performance in the second...
Wednesday 16 September 2020
China chipmakers suspend shipments to Huawei
China-based chipmakers have quietly suspended their shipments to Huawei, as well as the joint development projects they had been working with the Chinese vendor, amid concerns about...
Wednesday 16 September 2020
Memory chipmakers to deal with inventory correction in 4Q20
DRAM and NAND flash chipmakers will be engaged in inventory adjustments during the fourth quarter of 2020, according to sources at Taiwan-based IC distributors.
Wednesday 16 September 2020
GIS, TPK to see shipments for new iPad expand
Touch panel makers General Interface Solution (GIS) and TPK Holding are both expected to see their shipments for Apple's new iPad Air gradually ramp up in both September and October,...
Wednesday 16 September 2020
Competition in China surveillance chip market heating up
Competition in China's surveillance chip market is heating up, as IC suppliers both in Taiwan and China have geared up efforts to vie for the market share likely to be relinquished...
Tuesday 15 September 2020
China panel makers shift more capacity for IT panels
China-based panel makers are shifting more of their capacities for production of IT panels amid a ramp-up in demand for notebooks and tablets supporting stay-at-home economy, according...
Tuesday 15 September 2020
Qualcomm keen to roll out next-gen PAs for mid-tier 5G phones
Qualcomm's next-generation mid-tier 5G SoC solutions will come with RF360's second-generation 5G GaAs power amplifiers (PA) that will enable handset makers to roll out new 5G phones...
Tuesday 15 September 2020
Arm may lose China market after Nvidia takeover
Arm stands to lose its Chinese clients by becoming a part of the US-based Nvidia amid China's campaign to shed its reliance on American IC suppliers.
Tuesday 15 September 2020
SEMICON Taiwan 2020 to feature virtual platform
Advanced, smart and green manufacturing will take center stage on-site and online during SEMICON Taiwan 2020 that takes place during September 23-25.
Monday 14 September 2020
PCB shipments for new game consoles to ramp up through 4Q20
Taiwan's PCB makers in the supply chains for new game consoles by Sony and Microsoft will see their shipments, whether IC substrates or rigid mainboards, stay robust through at least...
Monday 14 September 2020
Highlights of the day: Apple reportedly automating production at heat pipe suppliers
Apple is diversifying its production bases. One of the moves involved in the diversification reportedly is having...
Monday 14 September 2020
Taiwan mobo brands and upstream suppliers to benefit from new CPUs and GPUs in 4Q20
Taiwan-based motherboard and graphics card brands, and their upstream component suppliers are expected to see sales grow in the fourth quarter of 2020, thanks to the new PC hardware...
Monday 14 September 2020
Taiwan IC design houses likely to enjoy strong 4Q20
Taiwan-based IC design houses, led by MediaTek, are expected to enjoy a particularly strong fourth-quarter 2020, thanks to the coronavirus pandemic causing delays of new product launches,...