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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 8 November 2019
Chip demand for 4G smartphones picking up
A decline in chip demand for 4G smartphones seems to have bottomed out, according to industry sources in Taiwan.
Friday 8 November 2019
Taiwan to increase support for basic research
The government will move to strengthen Taiwan's basic research by appropriating specific budgets and soliciting international and private-sector resources to support projects, according...
Thursday 7 November 2019
Highlights of the day: Huawei order momentum to resume after 4Q19 hiatus
Following several months of aggressive inventory build-up in the wake of the US trade ban, Huawei has slowed down the pace of orders for Taiwanese chip suppliers in the fourth quarter,...
Thursday 7 November 2019
Hinge makers expect sales boost from foldable smartphones in 2H20
Taiwan-based hinge makers are expected to significantly benefit from foldable smartphones slated for launch in the second half of 2020, according to sources from the related supply...
Thursday 7 November 2019
Silicon Motion eyeing bigger share in SSD controller market
NAND flash controller supplier Silicon Motion Technology expects its share of the global SSD controller segment to reach 40% over the next three years, up from the current 30%, according...
Thursday 7 November 2019
Samsung reportedly mulling using ToF 3D sensing solutions for Galaxy Note 11
Samsung Electronics is mulling using ToF-based 3D sensing technology for facial recognition for its upcoming Galaxy Note 11 slated for the second half of 2020, instead of in-display...
Thursday 7 November 2019
IC designers expect Huawei to resume order momentum in 1H20
Taiwan-based IC design houses have seen orders from Huawei slow down recently, but remain upbeat that orders from the Chinese vendor will start picking up in the first half of 2020,...
Thursday 7 November 2019
Global Unichip to see revenues rebound in 4Q19
IC design service company Global Unichip is expected to see monthly revenues rebound to over NT$1 billion (US$32.9 million) for both November and December, with revenues for the fourth...
Thursday 7 November 2019
TV panel prices to stop falling in Novmeber
TV panel prices are set to stop falling and level off in November thanks to efforts made by panel makers to reduce their output aggressively, while demand has started picking up as...
Thursday 7 November 2019
Novatek expects up to 5% sales drop in 4Q19
LCD driver IC design specialist Novatek Microelectronics expects to post revenues of between NT$15.8 billion (US$519.3 million) and NT$16.3 billion for the fourth quarter of 2019,...
Thursday 7 November 2019
Taiwan top-3 foundries to see combined revenue hit another record high in 4Q19
Combined revenues of Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are expected to hit another record-high...
Wednesday 6 November 2019
Highlights of the day: Server demand to recover in 2020
Server demand may have been slow in 2019 with clients adjusting inventory, but orders are expected to pick up in 2020. Major suppliers are eyeing different segments for server...
Wednesday 6 November 2019
AUO, Innolux deepening deployments in medical device market
AU Optronics (AUO) and Innolux both have expanded beyond their core display business into the medical equipment and healthcare sectors as they seek to explore sustainable business...
Wednesday 6 November 2019
Top 5 share of semi industry capex to set new record in 2019
The share of semiconductor industry capital spending held by the top-5 companies (Samsung, Intel, TSMC, SK Hynix and Micron) is forecast to reach an all-time high of 68% this year,...
Wednesday 6 November 2019
Two PCB makers expected to share bulk of SLP orders for next iPhone
Taiwanese PCB maker Zhen Ding Technology (ZDT) and Austrian peer AT&S are expected to together land at least 50-60% of substrate-like PCB orders for Apple's next iPhones to be...