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NEWS TAGGED SUPPLY CHAIN
Monday 18 October 2021
Orders for iPhone 13 series see no major changes until mid-November
Despite reports claiming Apple would cut its orders for the iPhone 13 series, sources from related camera module component suppliers have pointed out that their orders for October...
Monday 18 October 2021
Southeast Asia roundup: Samsung, Intel to restore full production in Vietnam in November
Children in the US and Europe are going to miss a pair of NIKE shoes for Christmas this year as manufacturing activities in Vietnam are lagging due to COVID. Consumer electronics...
Monday 18 October 2021
Chipmakers cautious about overbooking for consumer applications in 4Q21
Shipments of display driver ICs (DDI) for Chromebook and large-size TV applications are apparently slowing down on seasonality in the fourth quarter, but the supply of networking...
Friday 15 October 2021
Supply chain flexibility is crucial, says Cheney Wang, VP of supply chain and Taiwan GM of Latch
Latch was founded in 2014 by a group of former Apple employees and began trading on Nasdaq on June 7th, 2021 under LTCH. Through a SPAC listing, it raised $453 million and values...
Friday 15 October 2021
Automotive IC shortage to persist for next 2-3 years
The global shortage of automotive ICs is likely to last beyond next year until 2023 or even 2024, and automakers worldwide are trying all possible means to counter, according to industry...
Thursday 14 October 2021
China power restrictions to challenge supply chains in the long term
Supply chains are moving to cope with China's power reductions in one way or another, with the prospect the restrictions may become a long-term policy and will inevitably drive up...
Thursday 14 October 2021
Component suppliers see no cutback in orders for iPhone 13
Component suppliers for Apple's new iPhones have seen no cutback in orders thus far this year, in contrast to a media report indicating Apple may slash its projected iPhone 13 production...
Thursday 14 October 2021
Global unicorns surge in 2021: Interview with Richard Koo, principal at DNX, and Casey Lau, head of Asia at RISE
The number of newborn unicorns has again hit record levels in 2021, following a strong year in 2020. There are more than 800 unicorns around the world as of September of 2021. By...
Thursday 14 October 2021
Power and compound fab capacity to top 10 million wafers monthly in 2023, says SEMI
Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions, worldwide installed capacity for power and compound semiconductor fabs is projected...
Wednesday 13 October 2021
DRAM bit demand growth to decelerate in 2022
The overall DRAM bit demand is expected to surge over 15% in 2022, but the growth will be less significant compared to this year, according to industry sources.
Wednesday 13 October 2021
Demand for data centers creates opportunities for connectors, cable supply chain
As cloud and 5G applications continue to grow, the demand for data centers remains high, opening up opportunities for related supply chains such as connectors.
Tuesday 12 October 2021
Net-zero carbon emission goal constrained by rare earth bottleneck
Geopolitical tension and the net-zero carbon emission policy deadlines of governments worldwide are driving up demands for rare earth metals. However, trying to secure local supplies...
Thursday 7 October 2021
Most Taiwan III-V IC makers log big revenue gains for 3Q21
GaAs foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC) and epi-wafer supplier Visual Photonics Epitaxy Company (VPEC) have all reported impressive revenue gains...
Thursday 7 October 2021
Huawei VC arm makes investment in another IC firm
Huawei's venture arm Hubble Technologies has made investments in a number of China-based IC companies, including its latest investment in Chongqing Wuqi Tech, which develops AIoT...
Tuesday 5 October 2021
Companies moving orders from Vietnam to China amid COVID-19
Many enterprises have shifted their orders or some production capacities from Vietnam to China amid COVID-19 lockdowns in the Southeast Asian country, according to a Vietnamese report...