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Friday 18 August 2023
ASE: auto SiP module increases computing capabilities in smart cockpits
The era of software-defined automobiles is approaching, and while electronic control units (ECUs) are becoming more streamlined, the computing and integration capabilities of the...
Monday 7 August 2023
Taiwan supply chain partners cautious about new iPhone sales outlook
All the new iPhone series for 2023 are very likely to feature Dynamic Island display technology, but Taiwanese partners in the supply chain, such as camera modules...
Monday 31 July 2023
TSMC reportedly invited to set up CoWoS packaging capacity in US, Japan
In light of the severe shortage of CoWoS (chip-on-wafer-on-substrate) packaging capacity for AI GPUs now in hot demand, the US and Japan reportedly are aggressively re-inviting TSMC...
Friday 28 July 2023
Backend houses to see seasonal demand pick up from Apple supply chain in 3Q23
Semiconductor backend houses, such as leading OSAT ASE Technology Holdings (ASEH) and test interface specialist Chunghwa Precision Test Tech (CHPT), are expected to see sales growth...
Friday 21 July 2023
OSATs' wafer bank inventory digestion may last into 2024
OSATs could still be digesting inventory in their wafer banks for some handset applications in 2024 if handset brand vendors continue to see weak sales, according to industry sourc...
Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...
Wednesday 12 July 2023
Short lead-time orders to buoy ASEH 3Q23 revenue
ASE Technology Holding (ASEH) is expected to post another sequential revenue increase in the third quarter of 2023, bolstered by a continuous pull-in of short lead-time orders, according...
Wednesday 5 July 2023
Malaysia emerges as key IC backend production hub
Many OSATs and IDMs have backend production capacities in Penang, Malaysia, which has become an important location for their site expansions.
Tuesday 4 July 2023
European, US IDMs differ in backend capacity deployments, says ASEH COO
European IDMs differ slightly from their US counterparts in terms of manufacturing capacity deployments, focusing more on expanding wafer fab capacity than backend packaging and testing...
Tuesday 4 July 2023
ASEH to buy back stakes of backend facilities in China
Taiwan-based OSAT ASE Technology Holdings (ASEH) has disclosed plans to purchase back a portion of the stakes of four IC backend service facilities it previously owned in China.
Tuesday 4 July 2023
Robust advanced chip demand to boost Taiwan supply chain, says ASEH
Taiwan's industry supply chain remains competitive in the advanced chip market, which is expected to be undersupplied over the next three to five years, according to Tien Wu, COO...
Monday 3 July 2023
China-based JCET expands advanced packaging business to take on ASE and TSMC
As the geopolitical tensions between the US and China are leading to reshaping the global supply chain landscape, China-based JCET is looking to grab a bigger pie of the rising Chinese...
Friday 30 June 2023
Taiwan companies seek opportunities in US network broadband infrastructure
Taiwan-based optical communications device makers and IC backend houses are looking to capitalize on opportunities presented by the expansion of network broadband infrastructure in...
Thursday 29 June 2023
IC backend industry supply chains in Eastern Europe, Southeast Asia expanding
As semiconductor firms such as IDM Intel and OSAT ASE Technology increase their local investments, packaging and testing supply chains are expanding in Eastern Europe and Southeast...
Wednesday 28 June 2023
ASEH sees growing strategic significance of semiconductors
As geopolitical tensions intensify, the strategic significance of semiconductors will increase over the next decade, according to Tien Wu, COO for ASE Technology Holding (ASEH).
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research