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May 18
New Qualcomm flagship mobile AP to increase competition for MediaTek
Qualcomm will soon roll out an enhanced version of its Snapdragon 8 Gen 1 mobile SoC built using TSMC's 4nm process technology, according to industry sources. Many are wondering if using TSMC's 4nm process will solve the Snapdragon 8 Gen 1's issues with overheating and performance.
Samsung Electronics is reportedly mulling developing a new application processor series exclusively for its flagship smartphones, while having its existing Exynos chip series power midrange and entry-level phone models for other brands, according to industry sources. The Exynos series would compete against mobile APs from MediaTek and Qualcomm.
Commodity MOSFET inventories rising
May 19, 10:00
Commodity MOSFET chip inventories have been rising, with related suppliers likely to come under pressure to offload their stockpiles starting the fourth quarter of 2022, according to industry sources.
ASMedia Technology, an affiliate of Asustek Computer specializing in high-speed transmission chips, expects to see strong shipments of its USB 4.0 and power delivery (PD) controllers buoy its mid- and long-term revenue growth.
Six-inch IC foundries, such as Mosel Vitelic and Nuvoton Technology, continue to run their fabs at full capacity utilization despite a recent slowdown in orders for LCD driver chips and other consumer ICs, according to industry sources.
Taiwan-based lead frame makers are expected to see business opportunities from China-based vendors' adoption of POB (package-on-board) miniLED backlighting for LCD TVs, according to industry sources.
WPG expects revenue, profit drops in 2Q22
May 18
IC distributor WPG Holdings expects to post sequential revenue and profit drops in the second quarter of 2022, due to the impact of COVID-induced lockdowns in China on both its supply chain and end-market consumer electronics demand.
Fab toolmaker All Ring Tech has landed significant orders from chipmakers, such as TSMC and ASE Technology, which have stepped up their advanced packaging capacity expansions, according to industry sources.
Taiwan-based industrial PC makers have moved to adjust their inventory levels amid the easing of chip and component shortages, according to industry sources.
Taiwan-based power semiconductor suppliers including Actron Technology and Eris Technology are aggressively utilizing manufacturing and supply-chain resources from their affiliated companies, looking to operate on an IDM-like mode to effectively grow their businesses in the automotive, industrial and other high-margin fields, according to industry sources.
Tejas Networks, an optical, broadband, and data networking products company under the Indian conglomerate Tata is open to more acquisitions and partnerships. Speaking to Digitimes Asia recently, Sanjay Nayak, CEO and MD of Tejas, explained that the goal was to gain access to technologies that would enable the company to reach out to target customers.
LCD display driver IC (DDI) prices, particularly those for handsets, are poised to fall further in the second quarter of 2022, and even handset-use OLED DDI prices are likely to fall slightly, according to industry sources in Taiwan.
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Tata-owned Tejas Networks open to more acquisition and partnership
Tejas Networks, an optical, broadband, and data networking products company under the Indian conglomerate Tata is open to more acquisitions and partnerships. Speaking to Digitimes Asia recently, Sanjay Nayak, CEO and MD of Tejas, explained that the goal was to gain access to technologies that would enable the company to reach out to target customers.
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