According to DIGITIMES Asia Supply Chain 100 (ASC 100) list, tech companies in the "semiconductor" and "electronic components" sectors account for eight out of the top 10 businesses with the highest profit margin in 2021.
Actron Technology's shipments of ultra low loss diodes (ULLDs) for cars in the first quarter amounted to 70% of their 2021 level, reflecting the automotive industry's swelling demand for energy-saving products, according to market sources.
Power management IC (PMIC) designer Silergy still sees tight production capacity while anticipating increasing demand, with order visibility extending more than a year, according to company chairman Chen Wei.
Taiwan-based tech companies have stepped up their deployments for future vehicles in recent years, with TSMC, Delta Electronics, Quanta Computer, and Hon Hai Technology Group (Foxconn) successfully cutting into related supply chains.
Taiwan-based ICT companies have expanded their businesses into the future vehicle market, placing a strong focus on vehicle-to-everything (V2X) and automotive cybersecurity solutions.
Invision AI is a Canadian startup building the first autonomous railway system combining visual AI and edge computing, looking to expand its solutions beyond the transportation space. The company was established by Karim Ali in 2017 and was invested by Fontinalis Partners, TA Ventures, Ontario Center of Excellence, Jayant Group, and TechStars. DIGITIMES had an interview with founder and CEO Karim Ali, who shared technical insights on edge AI and his vision for the company.
The growths of automotive and industrial applications have boosted demand for IC packaging materials such as leadframes, according to industry sources.
Thailand holds an advantage over other Southeast Asian countries by providing automotive manufacturers with many incentives, according to sources at suppliers.
Qualcomm Technologies has announced a next-generation powerline communication (PLC) device, the QCA7006AQ, designed to address the needs for electric vehicle (EV) charging station communications - also known as EV supply equipment (EVSE) - that use global Combined Charging System (CCS).
Kurt Sievers, president and CEO of NXP Semiconductors, said during his keynote at Computex 2022 that the company is about to complete the development of its new-generation automotive processor built using TSMC's 5nm process technology.
Driven by the shortages of automotive chips, many automakers have embarked on semiconductor development, but they need to tackle multiple challenges such as cost and technical barriers, according to industry sources.
BYD has reported strong sales growth for April, defying supply chain disruptions. In the same month, China's automobile production declined by half due to COVID lockdowns.
Vingroup chairman Pham Nhat Vuong said Vingroup will provide incentives and assistance in leasing land and facilities in Vietnam to auto chip makers who sets up production in Vietnam.
In order to speed up the development of electric vehicles (EV), Mahindra & Mahindra is changing tack and is open to sourcing more EV components from suppliers, while the company expects more competitors to eat into its dominating market share in the electric three-wheeler market.
LED automotive lighting module maker Excellence Optoelectronics (EOI) expects to kick off volume production at its new plant in the US state of Michigan in the fourth quarter of 2022, instead of the second quarter set previously.
EMS provider Lite-On Technology expects power supplies used in cloud computing, invisible-light LED devices and devices used in EV (electric vehicle) power charging piles to be the three sources of business growth in the second half of 2022, according to company president Anson Chiu.