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Tuesday 29 March 2022
IC design houses conservative about shipments for handsets
Taiwan-based IC design houses are cautious about their shipments for handsets in the second quarter of 2022, and are uncertain about their sales prospects for the third quarter, despite...
Tuesday 29 March 2022
Keeping high inventory becomes essential, say IC distributors
Keeping a relatively high inventory level has become an essential strategy for businesses in the wake of challenges resulting from the COVID-19 pandemic, according to sources at IC...
Monday 21 March 2022
Silicon wafer suppliers continue to see orders from foundries despite end-market slowdown concerns
Silicon wafer companies and other upstream chipmaking material providers continue to see their production capacities fully utilized by the still strong pull-in of orders from foundries,...
Wednesday 16 March 2022
PMIC supply to stay tight in years to come
The supply of power management ICs, particularly those demanding 8-inch wafer fab capacities, will remain constrained over the next several years, despite international IDMs keenly...
Tuesday 15 March 2022
Device assemblers to closely monitor inventory
Downstream device assemblers and vendors in the networking device, notebook, and server sectors will be closely monitoring their inventory levels this year, as unfavorable macro factors...
Tuesday 15 March 2022
MediaTek eyeing Wi-Fi SoCs as new growth driver
MediaTek will see Wi-Fi core chip business rising substantially to become its largest growth driver in 2022, helping offset weakness in handset chip demand so far this year, according...
Wednesday 9 March 2022
MediaTek seeing handset AP inventory swell
MediaTek has seen its inventory level for handset application processors (including 4G and 5G ones) swell to 160-180 days from past regular levels of around 100 days, due mainly to...
Monday 7 March 2022
Phison expects NAND flash shortfall from mid-May to June
The global supply of NAND flash memory is expected to be significantly tight between mid May and the end of June, due mainly to a substantial cutback in output at Kioxia-Western Digital...
Friday 4 March 2022
IT product brands and distributors clearing inventory in Russia
IT product brands and their channel distributors have been keen on cashing out in Russia or relocating their inventory to other offices in Europe or in China in response to the sanctions...
Tuesday 1 March 2022
NAND flash supply falling short of demand
NAND flash vendors' cautious attitudes towards capacity expansion and a substantial cutback in output at Kioxia-Western Digital JV fabs in Japan will flip the market into undersupply...
Friday 25 February 2022
Taiwan chipmakers see limited impact from Russia-Ukraine crisis
Taiwan-based chipmakers have already developed their flexibility to seek alternative sources and expect the Russia-Ukraine conflict to have a limited impact on their supply chains,...
Friday 18 February 2022
Peloton's suppliers under pressure to offload inventory
Component suppliers for Peloton have come under increasing pressure to offload inventory, due to a substantial cutback in orders from the US-based fitness company since January, according...
Wednesday 16 February 2022
Sensor vendor PixArt sees sales pick up starting March
Image sensor specialist PixArt Imaging expects its revenues to start picking up in March, as inventory adjustments at customers are about to come to an end, according to industry...
Friday 11 February 2022
Yageo, Walsin see double-digit revenue gains in January
MLCC and chip resistor suppliers Yageo and Walsin Technology have seen their clients in the Greater China market resume shipment pull-ins since late December, enabling their January...
Thursday 10 February 2022
Taiwan memory chipmakers to enjoy strong 1Q22
With their January revenues all registering on-year increases greater than 20%, Taiwan's memory chipmakers Nanya Technology, Macronix International, and Winbond Electronics are poised...