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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 4 January 2021
SMIC reportedly gets US license for mature manufacturing process
China's SMIC has reportedly received US licenses to import equipment for use in mature-node processes, which may help relieve the global 8-inch foundry capacity shortages, according...
Thursday 31 December 2020
Taiwan display driver IC firms remain upbeat about 2021
Taiwan-based display driver IC (DDI) suppliers who have raised quotes by 10-15% to reflect tight supply and rising costs remain upbeat about 2021, as market conditions will still...
Thursday 31 December 2020
PCB makers uncertain about 2Q21 on looming variables
Taiwan-based PCB makers are optimistic about demand growth in the first quarter of 2021, but are uncertain whether the momentum will carry on in the second quarter.
Wednesday 30 December 2020
Highlights of the day: Passive components inventory low
Strong pandemic-fuled demand has resulted in shortages in a host of components, including MLCC. Yageo, a major passive components suplier, has only about two months of MLCC...
Wednesday 30 December 2020
Samsung Display to keep rolling out LCD panels in 2021
Samsung Display has decided to push back the deadline for withdrawing from the LCD panel market, bringing in more uncertainties to the supply and price outlook for the coming year.
Wednesday 30 December 2020
Airoha to acquire IC Plus
Airoha Technology, a MediaTek subsidiary, will acquire all shares of fellow company IC Plus at NT$22 (US$0.78) per share, according to company filings with the Taiwan Stock Exchange...
Wednesday 30 December 2020
Delivery lead time for cantilever probe cards extends
IC test interface suppliers have seen delivery lead times for cantilever probe cards extended to 2-3 months from 3-4 weeks, due to strong demand for display driver ICs for handsets...
Wednesday 30 December 2020
Zhen Ding, Flexium plan fundraising for PCB capacity expansions
Zhen Ding Technology plans to raise new funds of US$250 million through a syndicated loan agreement, and fellow flexible PCB company Flexium Interconnect will issue US$150 million...
Wednesday 30 December 2020
Second-tier TV brands grappling with panel shortages
Second-tier TV brands focusing on small-to-medium screen size segments face mounting pressure of insufficient supply from panel makers who are giving production priority to large-size...
Wednesday 30 December 2020
Chip demand for automotive electronics gaining momentum
Chip demand for automotive electronics applications has been ramping up significantly since the fourth quarter of 2020 along with the gradual recovery of global car sales, which is...
Wednesday 30 December 2020
Huawei investment arm takes stake in Chinese EDA firm
The recent move by Hubble Technology Investment under Huawei to invest in NineCube, an electronic design automation (EDA) company in China, has been widely seen as the Chinese tech...
Wednesday 30 December 2020
Partnerships towards global leaderships: Q&A with Ashwin Pershad, Tech Mahindra country head in Taiwan
Taiwanese companies planning to invest in India might have second thoughts in the wake of a riot at Wistron's plant in Narasapura stemming from salary disputes. But the opportunities...
Tuesday 29 December 2020
Highlights of the day: Server demand remains strong
Robust demand for server-related hardward and software in the wake of the pandemic has boosted sales at Taiwan-based makers in this market segment. Digitimes Research estimates that...
Tuesday 29 December 2020
Fabless company share of IC sales to set new record at 32.9% in 2020, says IC Insights
With a 22% jump expected in fabless company IC sales this year, led by a forecast US$2.8 billion sales increase by AMD, as compared to only a 6% IC sales increase forecast for the...
Tuesday 29 December 2020
Taiwan PCB makers set to enter domestic white-box 5G cell market
Taiwan's PCB makers including Gold Circuit Electronics and Unitech are ready to deliver shipments to local makers of white-box 5G cell equipment, particularly O-RAN (open radio access...