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Friday 15 April 2022
TSMC on track to move 3nm process to volume production in 2H22
TSMC is on track to move 3nm process technology to volume production in the second half of this year, according to company CEO CC Wei, who also reiterated the foundry's plans to launch...
Tuesday 12 April 2022
Outlook for IC packaging materials good for 2Q22
Recent lockdown policies along with weak domestic consumer electronics demand in China have caused uncertainty within the semiconductor supply chain.
Wednesday 6 April 2022
Memory firms cautious about end-market demand prospects
Brand vendors, downstream memory module makers and distributors have all turned cautious about end-market demand prospects this year, judging from disappointing sales of consumer...
Wednesday 30 March 2022
Supply chains control inventory levels amid global uncertainties
China's zero-COVID policy and sudden citywide lockdowns in Shenzhen and Shanghai are testing the flexibility and responsiveness of supply chain companies.
Tuesday 29 March 2022
Concerns raised about COVID impact on IC, IT sectors
Concerns have been raised about the impact of COVID lockdowns in China on the IC and IT industry supply chains this year.
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...