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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 4 February 2020
Taiwan ASIC makers see little impact on China orders despite outbreak
Taiwan-based ASIC solution suppliers have to delay postpone shipments to Chinese clients in the meantime amid the coronavirus outbreak, but their longer-term orders from China will...
Tuesday 4 February 2020
China smartphone AP shipments to slip in 1Q20, says Digitimes Research
Smartphone AP shipments in China reached a total of 197 million units in the fourth quarter of 2019, down 5.9% on year and 7.7% sequentially with volume for the whole year arriving...
Tuesday 4 February 2020
Global semiconductor sales drop 12% in 2019, says SIA
The global semiconductor industry posted sales of US$412.1 billion in 2019, a decrease of 12.1% compared to the 2018 total, according to Semiconductor Industry Association (SIA).
Tuesday 4 February 2020
Panel replenishment demand may come slowly in 2Q10
Panel makers are conservative about replenishment demand and pricing for the second quarter in the wake of the coronavirus outbreak hitting China, according to industry sources
Monday 3 February 2020
Highlights of the day: Huawei under extra pressure for smartphone sales
Huawei is the top smartphone vendor in China. But its sales have been under much pressure, first from the US trade ban, and now the coronavirus outbreak that has promised to dampen...
Monday 3 February 2020
Chip demand for 5G infrastructures remains significant
Taiwan-based IC distributors WPG Holdings and WT Microelectronics, despite the coronavirus outbreak in China, continue to see significant demand for chips and components used in 5G...
Monday 3 February 2020
Chipmakers to see delayed handset replacements in China
Handset replacements are facing increasing postponement pressure in the China market due to the coronavirus outbreak, posing a big challenge to first-quarter 2020 revenue performances...
Monday 3 February 2020
WPG now largest shareholder of WT Micro
Taiwan-based IC distributor WPG has completed its tender offer to acquire a 30% stake in fellow firm WT Microelectronics.
Monday 3 February 2020
Taiwan IC designers see 1Q20 China order visibility turn opaque
Taiwan-based IC design houses have seen their first-quarter 2020 order visibility from China for domestic demand seriously blurred in the wake of the coronavirus outbreak, making...
Monday 3 February 2020
Semiconductor R&D to nudge higher through 2024, says IC Insights
While consolidation in the semiconductor industry contributed to lower growth rates in R&D spending in the past five years, the long-term trend has been for a slowdown in annual...
Friday 31 January 2020
Highlights of the day: TSMC, UMC maintain normal production in China despite outbreak, but IC design houses worried about business
Many Taiwan-based IT firms are feeling the heat from the coronavirus outbreak that is delaying their production from returning normal following Lunar New Year. But TSMC...
Friday 31 January 2020
Taiwan IC design houses turn cautious amid coronavirus outbreak
Taiwan-based IC design houses have turned cautious about customer orders particularly orders for the China market due to the coronavirus outbreak, with some already revising downward...
Friday 31 January 2020
Coronavirus outbreak likely to complicate global panel supply
The lockdown of Wuhan due to the coronavirus outbreak could impact global panel shipments as the Chinese city is one of the major production bases for a number of China-based panel...
Friday 31 January 2020
Equipment maker Chime Ball to gain from PCB capacity expansion spree in 2020
Taiwan-based PCB equipment maker Chime Ball Technology is expected to see revenues pick up significantly in 2020 on increasing investment by PCB makers in capacity expansions for...
Friday 31 January 2020
TSMC, UMC say production in China remains normal
Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics (UMC) have both said that production at their fabs in China stays on track and has not been affected...