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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 12 October 2023
LCD TV panel prices expected to fall starting October
LCD TV panel prices, after a rally of over six months, have now stabilized and are expected to fall beginning October, according to industry sources.
Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Thursday 12 October 2023
Small- and medium-size DDIs carry the weight in 3Q23 and 2H23
Industry sources have indicated that only small- and medium-size display driver ICs (DDIs) are experiencing the due peak season effects, and this is mainly because most clients had...
Wednesday 11 October 2023
BOS Semiconductors partners with Tenstorrent to develop automotive SoC
South Korea-based fabless startup BOS Semiconductors announced a partnership with Canada-headquartered Tenstorrent on October 10. The two companies will co-develop system-on-chip...
Friday 6 October 2023
Chassis maker Catcher sees slow 4Q23
Notebook chassis specialist Catcher Technology expects to experience a particularly slow fourth quarter of 2023 as weak end-market demand discourages customers from placing orders.
Friday 6 October 2023
Taiwan PC IC designers report revenue increases for 3Q23
Taiwan-based PC IC design houses including Elan Microelectronics, Parade Technologies, and ZillTek Technology have observed significant sequential growth in their third-quarter revenues...
Friday 6 October 2023
The rise of AI-powered PCs sparks optimism for ATX 3.0 power supply demand at Thermaltake
Thermaltake holds an optimistic outlook for the potential of AI-driven PCs to invigorate the high-end PC market, and is actively bolstering its inventory of premium power supplies...
Friday 6 October 2023
WT Micro to post double-digit revenue growth in 4Q23
IC distributor WT Microelectronics (WT Micro) expects to post an 11% on-year revenue increase in the fourth quarter of 2023, buoyed by strong sales of AI-related products and emerging...
Friday 6 October 2023
Apple Pro Max and Huawei Mate 60 RS to drive Largan revenue and margin
Largan Precision, the sole supplier of the periscope lens on Apple's iPhone 15 Pro Max, will be holding its quarterly earnings call on October 13.
Friday 6 October 2023
Handset industry and SoC makers see smooth destocking
According to sources from handset distribution channels, smooth destocking indicates that restocking for the usual peak season will proceed as usual. While the momentum may not be...
Friday 6 October 2023
Weak Apple orders unable to offset TSMC sales decline
TSMC's guidance of a 10% revenue decline for 2023 is likely to materialize, as demand from Apple is too weak to shore up the foundry's sagging sales, according to industry sources.
Thursday 5 October 2023
Industrial PC maker Advantech steps up investment in India
Industrial PC manufacturer Advantech has increased its investment in India, where it has expanded operations in Bangalore and plans to establish a software research and development...
Thursday 5 October 2023
IC backend houses brace for slow 4Q23
The fourth quarter of 2023 is expected to be weak for IC backend firms, despite sustained demand for AI and automotive device applications, according to industry sources.
Thursday 5 October 2023
Tesla's humanoid robot 'Optimus' debuts in Taiwan, showcasing AI advancements
Tesla's humanoid robot 'Optimus' is poised to make a surprising appearance in Taiwan. Tesla Taiwan announced on October 3 that it will first exhibit the robot at its service experience...
Thursday 5 October 2023
MacBook Pro to continue featuring miniLED backlighting till 2026, say sources
Apple's MacBook Pro devices will continue using miniLED as sources of backlighting for their screens until 2026, according to industry sources. In the fourth quarter of 2023, miniLED...