Demand for ABF substrates from chip vendors has been strong, wiht new orders placed now unlikely to be delivered until 2023. Some chip vendors have offered higher prices trying to jump the queue, but ABF substrate suppliers have had to turn them down because of their tight capacity...

In today's world of computer vision AI, there is a significant challenge of running AI models on the limited compute power of edge device chipsets, as they are typically too large, process heavy and consume significant power. Furthermore, there is the rising costs of IT infrastructure (e.g...

Chinese handset vendors are turning pessimistic about shipment prospects amid tumbling demand in India where COVID cases have been soaring. Chinese handset vendors have now further cut their overall shipment goals for 2021. In China, LCD panel makers are increasing capacity at their existing 8.6G and 10.5G lines, rasing concerns about oversupply...

The US and China have been clearly in a standoff, sparring over tariffs and technologies. This has resulted in supply chain reshuffle for some industries. US president Joe Biden signed an executive order on February 24, 2021 mandating a review of critical product supply chains in the US with the aim of bringing manufacturing back the US and rebuilding localized supply chains...

As the modern smart connected devices are getting smaller, thinner, and supporting more stringent protocols such as 5G, GPS, UWB, BLE, and Wi-Fi 6, they need high-performance timing solutions that are accurate, scalable and able to fully integrate with electronics chips; however, it's something that traditional quartz timing is practically unable to do.

Apple's supply chain is gearing up for the upcoming iPhones. Apple is expected to adopt flexible AMOLED for all of its next-generation iPhones to be launched later this year and will outpace Samsung to become the top buyer of AMOLED smartphone displays this year. TSMC has kicked off production for the A15 processors...

In view of intensifying US-China confrontation and Taiwan actively promoting its New Southbound Policy, many Taiwan-based suppliers intend to meet increasing capacity demand by relocating manufacturing to Southeast Asia and building new industrial clusters there to tap the demographic and geographic advantages as well as rapidly growing market demand in the region...

Taiwan-based networking device assemblers continue to relocate their production lines from China back to Taiwan or to Southeast Asia, despite a recent surge in COVID-19 infections locally.

X-ray imaging has existed for more than 120 years, but a Canada-based start-up, KA Imaging Inc, is trying to be a game changer for the long-established market. With the world's first portable dual-energy detector, the company aims to revolutionize the X-ray market and realize its vision of "Innovative X-ray everywhere".

Pure-play foundry houses are requiring fabless chip vendors to prepay for the capacity bookings or to co-fund their capacity expansion projects. One of such cases is Qualcomm striking a six-year deal UMC in order to secure foundry support...