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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 26 May 2020
Glass substrate landscape changing in line with reductions in Korea LCD fabs
The global landscape for the supply of display glass substrates is changing along with the moves by Samsung Display and LG Display to gradually withdraw from the LCD panel market.
Tuesday 26 May 2020
Taiwan handset HDI board makers cautious about 2H20
Taiwan's makers of handset-use HDI boards have yet to feel the pinch of waning handset sales so far this year and are expected to enjoy stable shipments through second-quarter 2020,...
Monday 25 May 2020
5G equipment market main target of US new sanctions against Huawei
The real target of the US sanctions against Huawei is its 5G equipment deployments, rather than its smartphone business, according to industry sources.
Monday 25 May 2020
Taiwan large-size LCD panels – 1Q 2020
Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and 12.3% on year.
Friday 22 May 2020
China to fall far short of IC self-sufficiency goal
IC production in China represented 15.7% of its US$125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014, according to IC Insights. The share is forecast...
Friday 22 May 2020
Rigid-flex PCB makers to see surge in orders for AirPods 2 in 2H20
Rigid-flex PCB manufacturers have seen orders for Apple's AirPods 2 slow down since 2020, but believe orders will return to year-ago levels in the second half of the year, according...
Friday 22 May 2020
Silicon Motion expects sales growth in 2020
NAND flash device controller specialist Silicon Motion Technology expects sales of all its three major product segments to continue rising in 2020, when its overall revenue will still...
Friday 22 May 2020
Taiwan semiconductor output value to grow in 2020
The output value of Taiwan's semiconductor industry is forecast to increase 4-5.7% in 2020, despite headwinds from the coronavirus pandemic, according to the government-sponsored...
Friday 22 May 2020
Semiconductor equipment billings stay above US$2 billion
Billings among North American manufacturers of semiconductor production equipment stayed above US$2 billion for the seventh consecutive month in April 2020, according to SEMI.
Thursday 21 May 2020
Highlights of the day: Graphics card shipments to stay strong
The first half of a year has been usually the slow season for graphics cards, but this year the coronavirus pandemic-triggeed stay-at-home needs has shored up demand. With AMD and...
Thursday 21 May 2020
Taiwan IC design houses optimistic about 5G smartphone demand in 2H20
Chip demand for 5G smartphones is expected to pick up starting the third quarter of 2020, according to sources at Taiwan-based IC design houses.
Thursday 21 May 2020
NAND flash contract prices to stay flat in 3Q20
NAND flash memory contract prices are expected to stay flat in the third quarter, as demand for notebooks remains stable, according to Wallace Kou, president and CEO of Silicon Motion...
Thursday 21 May 2020
China smartphone AP shipments, 1Q 2020
Smartphone application processor (AP) shipments to China only amounted to 135 million units in first-quarter 2020, plunging more than 30% on quarter and 12.2% on year.
Thursday 21 May 2020
PhD shortage to challenge TSMC: Q&A with company senior VP of R&D Cliff Hou
Shortages of personnel with PhDs will be a challenge facing TSMC as well as Taiwan's chipmaking industry by 2030, according to Cliff Hou, company senior VP of technology development...
Wednesday 20 May 2020
MediaTek, Aspeed, ASMedia to see strong 2020
MediaTek, Aspeed Technology and ASMedia Technology are expected to post impressive sales results for 2020 benefiting from the ongoing US-China trade tensions and clients' new products,...