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Chip manufacturing equipment supplier Lam Research forecast second-quarter revenue slightly below Wall Street estimates on Wednesday due to weak memory chip demand, even though its China business continues to boom.
Reuters
Japanese chipmaking device supplier Disco wants to establish a center in India that would provide support for clients and serve as a base for marketing to the country's budding semiconductor industry, according to an executive at the company.
Nikkei Asia
When former Samsung executive Choi Jinseog won a contract with Taiwan's Foxconn in 2018, he tapped his former employer's supplier network to steal secrets to help his new client set up a chip factory in China, an indictment by South Korean prosecutors alleges.
Reuters
Terry Gou, founder of major Apple supplier Foxconn, is seeking the presidential nomination for Taiwan's main opposition party for a second time.
BBC News
Also, Tan said he was considering Intel as a potential new foundry partner, as an alternative to its main supplier, Taiwan-based TSMC.
The Financial Times
Infineon Technologies and II-VI have signed a multi-year supply agreement for silicon carbide (SiC) wafers.
Company release
Apple supplier Foxconn has signed a $300 million memorandum of understanding with Vietnamese developer Kinh Bac City to expand its facility in the north of the country to diversify and boost production, state media said on Saturday.
Reuters
The US is pushing the Netherlands to ban ASML Holding from selling to China mainstream technology essential in making a large chunk of the world's chips, expanding its campaign to curb the country's rise, according to people familiar with the matter.
Bloomberg
Denso, a key supplier to Toyota Motor, may consider spinning off its chip business, the company's chief technology officer said Friday.
Bloomberg
The chief executive of JSR, one of the world's largest suppliers of a material critical for semiconductor production, has said a lack of industry infrastructure will make it "very difficult" for China to develop cutting-edge chipmaking technology despite a push for self-sufficiency.
The Financial Times
Infineon, the leading supplier of microchips to the auto industry, reported on Monday a 22% rise in second-quarter revenue and lifted its full-year outlook as it benefits from a global shortage of semiconductors.
Reuters
At first blush, ASML's numbers look disappointing. But they're actually pointing to the same challenge and opportunity TSMC outlined last week: demand is so strong that it's tough to keep up.
Bloomberg
Synopsys, the biggest supplier of software used to design semiconductors, is under investigation by the US Department of Commerce for possibly passing key technology to banned Chinese companies, according to people familiar with the matter.
Bloomberg
Toshiba said supply challenges for electronic components are unlikely to abate for another year as chronic shortages remain, while Russia's invasion of Ukraine, a key supplier of chipmaking materials, may also have an impact.
Bloomberg
Toyota will shut down all 14 of its factories in Japan on Tuesday after a possible cyber-attack. Its supplier Kojima Industries Corporation suspected it had been hit by a cyber-attack, causing a halt in production.
BBC News
ASML, a key supplier to computer chip makers, is examining alternative sources for the small amount of neon it uses in its factories in case a conflict between Russia and Ukraine disrupts supplies.
Reuters
Luxshare Precision Industry, an Apple Inc supplier, said on Monday it aims to raise up to CNY13.5 billion yuan (US$2.13 billion) to fund six projects, including building a production line for wearable devices.
Reuters
Sumco, a key supplier of silicon wafers for the semiconductor industry, said it has already sold out its production capacity through 2026, a sign shortages in the industry may not abate for years.
The Japan Times
Apple said it had placed the southern Indian factory of iPhone assembler Foxconn on probation after both companies found that some worker dormitories and dining rooms did not meet required standards.
Reuters
Apple is awarding US$45 million from its Advanced Manufacturing Fund to Corning, a supplier of precision glass for iPhone, Apple Watch, and iPad.
Company release
Chipmaking equipment supplier BE Semiconductor said on Friday it planned to boost its operations in the United States and Taiwan as its top customers ramp up investment to meet a surge in chip demand.
Reuters
Mitsubishi Motors will slash output by 16,000 units worldwide in May, the Japanese automaker said Friday, after a factory fire at key supplier Renesas Electronics squeezed the already tight global supply of automotive semiconductors.
Nikkei Electronics Asia
"I have never seen anything like this in the past 20 years since our company's founding," said Jordan Wu, co-founder and chief executive officer of Himax Technologies, a leading supplier of display drivers. "Every application is short of chips."
Bloomberg
Top US chipmaking equipment supplier Applied Materials said Monday it has abandoned a $3.5 billion deal to acquire Japanese peer Kokusai Electric from investment firm KKR owing to regulatory hurdles.
Nikkei Electronics Asia
As the US looks to fulfill its semiconductor needs on its own, Arizona is fast emerging as a base for the domestic industry's revival. Already home to large Intel workforces, the state will soon add staff from Taiwan's TSMC, supplier LCY Group, and potentially Samsung, as a slew of industry giants eye sites in the sun-beaten Southwestern state.
Fortune
Apple supplier Luxshare unnerves Foxconn as U.S.-China feud speeds supply chain shift (Oct 26, 2020)
Apple's top iPhone assembler, Taiwan-based Foxconn, has set up a task force to fend off the growing clout of Chinese electronics manufacturer Luxshare, which it believes poses a serious threat to its dominance, three sources with knowledge of the matter said.
Reuters
MediaTek has hired a former U.S. Department of Commerce official to help the Taiwanese chipmaker navigate worsening US-China tensions that have already ensnared its customer Huawei Technologies.
Bloomberg
With a fresh round of supplier factory closures enforced by Malaysia, and the virus disrupting operations in much of the rest of the world, the iPhone maker's supply chain has not fully recovered yet.
Yahoo! Finance
The agreement came after months of uncertainty that also involved intense talks with Apple, which has agreed to make an equity investment of $200m in Japan Display, according to people involved in the deal. Taiwan-based Wistron is also in talks to invest about $50m.
The Financial Times
With 83% of Samsung's semiconductor sales being memory devices last year, the memory market downturn is expected to drag the company's total semiconductor sales down by 20% this year. Although Intel's semiconductor sales are forecast to be relatively flat in 2019, the company is poised to regain the number 1 semiconductor supplier ranking this year, a position it held from 1993 through 2016.
IC Insights
ASML, a major supplier to the world's largest computer chipmakers, said sales would be weak in the first quarter as some of its customers had delayed orders into the second half of the year.
New York Times
Skyworks Solutions, a supplier to Apple, lowered its fiscal first-quarter revenue and profit guidance, citing a weakening smartphone market.
The Street
Cirrus Logic joined a growing list of Apple suppliers in cutting its revenue forecast for the holiday quarter.
Bloomberg
Shares in iPhone parts supplier Lumentum plunged after the maker of optical devices on Monday cut its fiscal second-quarter revenue guidance by roughly 17% and its profit outlook by 25%. The slashed guidance sent down shares in presumed customer Apple.
Investor's Business Daily
Shares in AMS fell as much as 31.5 percent Tuesday, the steepest intraday decline since January 11, 2008.
Bloomberg
Apple will recruit TSMC to manufacture chips for its upcoming Apple Car starting in 2023 to 2025, according to Ming-Chi Kuo, who now works for TF International Securities.
Mac Rumors
Apple will soon land a second supplier for the organic light-emitting diode screens used in high-end iPhones, according to people familiar with the matter, a key step in the US company's push to reduce iPhone costs and its dependence on Samsung Electronics.
Bloomberg
Chipmaker AMS reported first-quarter sales toward the lower end of its guidance range on Monday and warned of a downturn owing to weaker orders from one of its main customers.
Reuters
Nvidia cracked the list of top 10 semiconductor vendors by sales for the first time in 2017, joining Qualcomm as the only other strictly fabless chip supplier to attain that distinction last year, according to market research firm IHS Markit.
EE Times
A unit of Apple's Taiwanese contract manufacturer Wistron has won approval from Karnataka to build a new assembly facility in the south Indian state, signaling a potential expansion of iPhone assembly work in India.
Reuters
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