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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 25 January 2024
Smart homes to fuel growth for Chinese MCU businesses
Chinese microcontroller unit (MCU) manufacturers are optimistic about the potential opportunities provided by smart homes as the generative AI trend extends across the market, according...
Wednesday 24 January 2024
Texas Instruments posts disappointing guidance, signaling weakness in chip industry
Amid sluggish demands across the board, Texas Instruments reported declining performance over the past quarter and provided weak financial guidance for the next period, signaling...
Wednesday 24 January 2024
SDC and LGD to start producing 11-inch OLED for upcoming OLED iPad
With Apple set to launch an OLED iPad, Samsung Display (SDC) and LG Display (LGD) will soon commence the production of 11-inch OLEDs for the iPad. Future production and supply dynamics...
Wednesday 24 January 2024
Porotech and PSMC team up to produce 200mm GaN-on-Si microLEDs
Poro Technologies (Porotech) and Powerchip Semiconductor Manufacturing (PSMC) have formed a partnership to develop and manufacture 200mm GaN-on-Silicon MicroLEDs for display applic...
Wednesday 24 January 2024
CCL firm Ventec grows presence in car industry supply chain
Taiwan-based Ventec Electronics, which specializes in niche-market copper-clad laminates (CCL) and thermal materials, has effectively penetrated the automotive industry supply chai...
Wednesday 24 January 2024
BOE: LGD Guangzhou plant's new speculated buyer, possibly affecting Samsung Electronics
The potential sale of LG Display's (LGD's) LCD factory in Guangzhou has been complex, with reports suggesting various potential buyers, including the Skyworth Group and TCL CSOT (TCL...
Wednesday 24 January 2024
TV makers stockpiling panels, other components ahead of panel production cuts
Panel manufacturers on both sides of the Taiwan Strait plan to reduce production significantly during the Lunar New Year, encouraging a price rebound. This scheme has prompted white-box...
Wednesday 24 January 2024
Asus forecasts 5% growth in 2024 PC shipments, as AI PCs see delayed takeoff
Although the forecast for AI PCs and AI smartphone applications looks promising, sources in the PC supply chain have noted that order volumes for 2024 remain conservative, with Asus,...
Tuesday 23 January 2024
4Q23 PC shipments slip, shipment momentum to return in 1H24
The global PC market ended the fourth quarter of 2023 with a 0.2% year-on-year shipment decrease, according to the latest Counterpoint Research data. This was the eighth consecutive...
Tuesday 23 January 2024
Taiwan export orders fell 16% in 2023
Taiwan's total export orders for the year 2023 witnessed a substantial contraction.
Tuesday 23 January 2024
Infineon and GF extend long-term agreement with focus on automotive microcontrollers
Infineon Technologies AG and GlobalFoundries (GF) announced a new multi-year agreement on the supply of Infineon's AURIX™ TC3x 40 nanometer automotive microcontrollers as well...
Tuesday 23 January 2024
Ennostar slows down microLED capacity expansions, expecting mass production momentum for TV applications after 2027
Ennostar Group, a Taiwanese LED maker, has re-evaluated its microLED production strategy, foreseeing that the widespread adoption of microLED applications, especially in TVs, may...
Tuesday 23 January 2024
For Pegatron, lower profit margins may not be drawback
Apple's no. 2 supplier, Pegatron, has faced challenges on multiple fronts, with an oversaturated smartphone market, recent iPhones being criticized for lacking innovation, and increasing...
Tuesday 23 January 2024
Taiwan to purchase quantum computers from Finland
Advanced discussions are underway between the Taiwan Semiconductor Research Institute (TSRI) under the National Applied Research Laboratories (NARLabs) and IQM of Finland to purchase...
Tuesday 23 January 2024
Chinese power component makers yet to see demand pick up
Chinese power component manufacturers have raised prices for medium and low-voltage MOSFETs and diodes; however, demand has yet to increase as anticipated, according to industry so...