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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 24 September 2021
Lite-on CEO expects chip shortage to ease in 2H22
The supply chain shortage has not seen any relief in 2021, particularly when it entered the third-quarter traditional electronic peak season. Market demand has increased, but overall...
Friday 24 September 2021
Highlights of the day: AMD, MediaTek reportedly in JV talks
AMD and MediaTek are said to be seeking to form a joint venture that will develop notebook applications integrating...
Friday 24 September 2021
MediaTek urged to lead Taiwan mmWave 5G chips supply chain
Taiwan's makers of RF and PA devices hope MediaTek can lead the local supply chain to meet competition from Qualcomm in tapping the mmWave 5G market, according to industry sources...
Friday 24 September 2021
Qualcomm dominates cellular baseband market in 2Q21, says Strategy Analytics
The global cellular baseband processor market grew 16% on year to US$7.2 billion in the second quarter of 2021, according to Strategy Analytics. Qualcomm capitalized on iPhone 12...
Friday 24 September 2021
Chinese LCD panel makers lower capacity utilization
China-based LCD panel makers, in a bid to reduce output, are estimated to have reduced utilization of production capacities in September from an average of 94.6% in August to about...
Friday 24 September 2021
DDI backend firms to enhance advanced testing capacity
Display driver IC backend specialists Chipbond Technology and ChipMOS Technologies are looking to enhance their high-end testing capability, eyeing promising growth in demand for...
Friday 24 September 2021
High-end CCL supply stays tight, price hikes likely in 2022
Supply of high-end CCLs continues to fall short of demand, and suppliers in Taiwan are likely to further hike their quotes in 2022 to reflect higher copper foil costs, according to...
Friday 24 September 2021
Copper foil supply remains constrained
Supply of copper foils has been constrained due to longer delivery times for crucial production equipment, while copper foil suppliers continue to encounter rising costs, according...
Friday 24 September 2021
IDMs step up deployments in GaN, SiC devices
IDMs including TI, Infineon, STMicroelectronics and Microchip have all stepped up their deployments in the market for power devices using GaN, SiC and other third-generation semiconductor...
Friday 24 September 2021
AMD, MediaTek reportedly in talks to form JV
Speculation has been circulating in the chipmaking market that AMD and MediaTek are in talks to form a joint venture that will be dedicated to developing SoC solutions combining Wi-Fi,...
Thursday 23 September 2021
Intel to hold groundbreaking ceremony for new fabs on September 24
Intel is scheduled to hold a groundbreaking ceremony for the construction of two new fabs in Arizona on September 24. Company CEO Pat Gelsinger and local government officials will...
Thursday 23 September 2021
Chromebook demand turns to 15-inch models
Chromebooks with 14- to 15-inch displays are currently having the worst shortages as orders from the education segment are shifting from the elementary to middle school levels - which...
Thursday 23 September 2021
PCB firms poised to enjoy robust shipments for servers in 4Q21
PCB manufacturers are expected to enjoy robust shipments for server applications in the fourth quarter of 2021, according to industry sources.
Thursday 23 September 2021
Nan Ya to scale up ABF substrate output for AMD processors
Nan Ya PCB is set to commercialize new ABF substrate capacity by the end of 2021 and will scale up its output substantially for AMD's processors in the second quarter of 2022, which...
Thursday 23 September 2021
ABF substrate supply to remain constrained in 2022
Due to spec upgrades of new processors and growing difficulty in producing high-end ABF substrates with satisfactory yield rates, the world's actual ABF substrate supply growth could...