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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 21 February 2020
USI may enter backend supply chain of AirPods Pro series
Taiwan-based Universal Scientific Industrial (USI), a unit of ASE Technology, is likely to obtain system-in-package (SiP) orders for AirPods Pro Lite, which may also benefit Taiwanese...
Friday 21 February 2020
Demand for AMD 7nm EUV processors remains strong
Demand for AMD's new 7nm EUV processors remains robust, with development projects for the chips commenced by PC, motherboard and graphics card makers this year set to be 10-20% higher...
Friday 21 February 2020
MediaTek to see 2020 growth constrained
The coronavirus epidemic has cast a shadow over MediaTek's competitiveness in the 5G SoC market this year, as China is the chipmaker's largest market, according to market observers...
Friday 21 February 2020
ST, TSMC team up for GaN devices
STMicroelectronics and TSMC are collaborating to accelerate the development of gallium nitride (GaN) process technology and the supply of both discrete and integrated GaN devices...
Thursday 20 February 2020
Highlights of the day: AUO focuses on 8K panels
Taiwan-based panel maker AUO suffered heavy losses in 2019, but shipments of large-size niche applications gew sharply during the year. AUO now is banking on 8K...
Thursday 20 February 2020
Revenue per wafer rising as demand grows for sub-7nm processes, says IC Insights
Many IC companies are now designing high-performance microprocessors, application processors, and other advanced logic devices based on 10nm and 7nm process technology, according...
Thursday 20 February 2020
PC brands cutting back IC, component orders
Global shipments of PC products (desktops and notebooks) are expected to retreat to a sliding path in the first quarter of 2020 as PC brands have slowed down their orders for ICs...
Thursday 20 February 2020
FPCB maker Career to increase Kunshan plant capacity for 5G applications
Taiwanese flexible PCB maker Career Technology has been approved by Taiwan's authorities to inject US$40 million into its plant in Kunshan, China to build new capacity for 5G-related...
Thursday 20 February 2020
AUO remains focused on 8K, large-size panels in 2020
AU Optronics (AUO) has said that that it will continue its established strategy to focus on developing 8K and high-resolution large-size panels in 2020 expecting to see exponential...
Thursday 20 February 2020
ASE Technology to secure backend orders for Qualcomm 5nm 5G modem chips
Qualcomm has newly unveiled the world's first 5nm 5G modem-RF system, the Snapdragon X60, to be paired with its latest, third-generation 5G mmWave antenna module, QTM 535, with Taiwan's...
Thursday 20 February 2020
AirPods PCB makers see normal production
Taiwan-based makers of rigid-flex boards for AirPods applications have managed to sustain normal production despite the coronavirus outbreak, but their shipments will hinge on capacity...
Thursday 20 February 2020
Semiconductor industry avoids direct impact of coronavirus outbreak, says Omdia
The semiconductor industry appears to have escaped the direct impact of the coronavirus crisis so far, but the market is likely to suffer the repercussions as the outbreak slows or...
Wednesday 19 February 2020
Highlights of the day: TSMC reportedly moves to reduce reliance on Huawei
The US has been mounting pressure on its allies over its trade ban on Huawei, which has in turn been shaking the IT supply chain. The world's top pure-play foundry TSMC,...
Wednesday 19 February 2020
Driver IC backend houses expect demand to rebound in 2H20
Taiwan-based handset display driver IC backend specialists have seen customer orders slow down, with poor order visibility for the next several months, but they expect demand to rebound...
Wednesday 19 February 2020
LCD panel supply chain to remain tight in next 2 months
Supplies of components and raw materials within the display industry are expected to remain tight in the next two months as a full-scale resumption of operations of related supply...