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Global supply chain: Key components
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IN THE NEWS
Thursday 6 February 2020
Realtek remains positive
Networking IC specialist Realtek Semiconductor remains positive about its performance in the first quarter of 2020, with no substantial shifts in customer orders so far despite the...
Thursday 6 February 2020
Taiwan MCU firms land short lead-time orders for healthcare applications
Holtek and other Taiwan-based MCU firms have landed an influx of short lead-time orders for healthcare applications, such as ear thermometers, as demand has been surging since the...
Thursday 6 February 2020
MediaTek 1Q20 sales likely to fall 15%
MediaTek is likely to post a revenue decline of as much as 15% sequentially in the first quarter of 2020, due mainly to a collapse in demand from China's handset market, according...
Thursday 6 February 2020
Taiwan small- to mid-size panel shipments to fall in 1Q20, says Digitimes Research
Taiwan's shipments of small- to medium-size LCD panels are expected to fall 23.6% on quarter and 2.7% on year in the first quarter of 2020 due to high inventory levels of smartphones,...
Thursday 6 February 2020
Memory contract prices to rise slightly in 1Q20, says DRAMeXchange
DRAMeXchange has reiterated its previous forecast that DRAM and NAND flash memory contract prices for the first quarter of 2020 will rise slightly on quarter.
Thursday 6 February 2020
Silicon wafer shipments drop 7% on 2019, says SEMI
Worldwide silicon wafer area shipments in 2019 declined 7% from the 2018 record high, while revenues slipped 2% on year but remained above the US$11 billion mark, according to the...
Wednesday 5 February 2020
GaAs firms fulfilling orders on schedule
Most Taiwan-based GaAs foundry houses will not see much impact on their orders from the coronavirus outbreak in the near term, as the bulk of their production facilities are outside...
Wednesday 5 February 2020
Spirox announces strategic investment in Wintest
Taiwan-based Spirox, which distributes packaging and testing equipment, has struck a strategic partnership with Japan-based Wintest under which the pair will jointly develop semiconductor...
Wednesday 5 February 2020
GIS, TPK to be less impacted by coronavirus outbreak
Production of touch panel makers General Interface Solution (GIS) and TPK Holding in China is likely to be less impacted by the coronavirus outbreak in China as the two firms did...
Wednesday 5 February 2020
LCD fabs in Wuhan may suffer material shortages
LCD fabs run by BOE Technology, China Star Optoelectronics Technology (CSOT) and Tianma Microelectronics in Wuhan - the epicenter of the coronavirus outbreak - may suffer a shortage...
Wednesday 5 February 2020
Taiwan PCB makers to keep investment plans in China despite outbreak
Taiwan-based PCB makers have yet to adjust their capacity expansion plans in China despite possible impacts of the coronavirus outbreak, as market demand is the key factor that will...
Tuesday 4 February 2020
Highlights of the day: Memory prices to rise at slower pace
The coronavirus outbreak is definitely having short-term impacts on the supply chain in China. The memory sector was heading for recovery before the outbreak, with prices on the rise...
Tuesday 4 February 2020
Outbreak may trigger PCB supply chain shakeup, says TPCA
The global PCB supply chain could undergo a wave of reshuffle should the ongoing coronavirus outbreak fail to be contained, with Taiwanese makers likely to accelerate relocation of...
Tuesday 4 February 2020
Sensor firm PixArt optimistic about 2020
Image sensor specialist PixArt Imaging is wary of the coronavirus impact on demand in China in the short term, but remains optimistic about the overall demand outlook this year.
Tuesday 4 February 2020
Taiwan PCB makers revving up to cushion coronavirus impacts
Many Taiwan-based PCB makers with manufacturing plants in China's Hubei province, the epicenter of the coronavirus outbreak, are gearing up to mitigate impacts of the epidemic, such...