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Wednesday 16 August 2023
Taiwanese PMIC suppliers cautious about demand prospects for 2H23
Global Mixed-Mode Technology (GMT), uPI Semi, and other Taiwan-based power management IC (PMIC) suppliers are conservative about their demand prospects for the second half of this...
Wednesday 16 August 2023
Taiwanese DDI suppliers may turn to Chinese foundries for cost reasons
Display driver IC (DDI) suppliers continue to be under pressure to reduce chip prices, and cost considerations may send them turning to Chinese pure-play foundries that can offer...
Tuesday 15 August 2023
Niche IC distributor ANStek sees customers place orders with caution
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, has seen its customers place orders with caution as a result of a slower-than-anticipated...
Tuesday 15 August 2023
Heterogeneous integration for automotive AI chips reportedly driving IC analysis demand
AI chips reportedly being developed by Tesla using heterogeneous integration are driving up demand for IC verification analysis services, according to industry sources.
Tuesday 15 August 2023
Taiwan IC industry output value to fall over 10% in 2023
The Taiwan Semiconductor Industry Association (TSIA), citing data from the Industrial Technology Research Institute (ITRI), forecasts that the output value of Taiwan's integrated...
Tuesday 15 August 2023
Auto chip prices unlikely to drop in Europe
Automotive-grade IC prices are unlikely to drop in the short term, as production costs are rising and major European suppliers are increasing investments in expanding their manufacturing...
Tuesday 15 August 2023
IC design houses brace for weak 2H23
Given the rising uncertainty in end-market demand, many Taiwanese IC design companies are bracing for a particularly weak second half of 2023, according to industry sources.
Tuesday 15 August 2023
TSMC should be able to keep its new overseas JV fabs profitable
Market observers view TSMC's overseas expansion strategy with skepticism, which also presents some opportunities for the pure-play foundry. Despite the fact that its wholly owned...
Monday 14 August 2023
WPG sees profit exceed guidance in 2Q23
IC distributor WPG has reported operating profits increased 27% sequentially to NT$2.47 billion (US$77.2 million) in the second quarter, with net profits jumping over 200% on quarter...
Friday 11 August 2023
Chinese analog IC suppliers still feeling the pinch of TI price cuts
China's suppliers of analog chips are still feeling the impact of Texas Instruments (TI) reducing prices for its products in the Chinese market, prompting them to cut into diverse...
Friday 11 August 2023
Weak peak season: Raydium expects marginal growth in 3Q23
According to Raydium Semiconductor's chairman, Huang Yu-Kuo, Q1 this year marked the lowest point in operations, and recovery is noticeable in Q2. The main growth drivers are medium-...
Friday 11 August 2023
ESMT still under pressure from high-ASP wafer inventory
Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) will continue to adjust its cost structure in the second half of 2023, as pressure from high-ASP wafer...
Friday 11 August 2023
High-end, specialty IC inspection demand rises
IC inspection labs have experienced a surge in demand from vendors of high-end and specialty ICs, as customers step up their R&D pace for AI server and Wi-Fi 7 applications, according...
Friday 11 August 2023
TSMC, VIS unlikely to drop 8-inch foundry quotes
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) only negotiate prices when volume and long-term contracts are in place in order to maintain their wafer average...
Thursday 10 August 2023
TSMC, VIS post over 10% sequential revenue increases in July
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential revenue increases of 13.6% and 14.4%, respectively, in July.
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Summary of Tech Supply Chain News!
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
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