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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 25 August 2023
Notebook price cuts to stay fierce until end-2023
The current market for notebooks is witnessing intense price reductions initiated by both retailers and brand vendors, a trend that is anticipated to persist until the end of this...
Friday 25 August 2023
IC design houses to see PC replacement drive demand in 2024
Taiwan-based IC design houses are optimistic about demand from a new surge of PC replacements anticipated for 2024, driven by replacements for PCs bought during the pandemic and Microsoft's...
Thursday 24 August 2023
Lenovo AI server orders lined up; AI PC coming soon
Many next-generation customers, including cloud service providers, are shifting their upgraded computing platforms from traditional platforms to Artificial Intelligence (AI) computing...
Thursday 24 August 2023
Standardize automotive semiconductor component specs to maximize wins
Electrical vehicles (EV) and autonomous vehicles (AV) will be the two largest semiconductor applications in the future. However, there is still no unified specification for EV/AV semiconductor...
Thursday 24 August 2023
Lextar obtains DEKRA ISO 26262 automotive functional safety certificate
DEKRA, a German certification body, issued ISO 26262 ASIL-B Functional Safety Process Certification to Lextar, a leading manufacturer of LED packages and modules under Ennostar. This...
Thursday 24 August 2023
AI 2.0 presents new opportunities for Taiwanese businesses, says Asustek-affiliated TWSC
The new era of AI 2.0 will generate new opportunities for Taiwanese businesses, according to Peter Wu, president of cloud services provider Taiwan Web Service (TWSC) and Asus Cloud...
Wednesday 23 August 2023
Power MOSFET and diode makers upbeat about automotive demand
Taiwan-based power MOSFET and diode suppliers are more enthusiastic about demand from the automotive industry than from AI in 2024 and beyond.
Wednesday 23 August 2023
US rumored to raise tariffs on Chinese TVs, panels
Rumors are spreading throughout the displays industry that the US may increase tariffs on Chinese-made TVs and/or TV panels.
Tuesday 22 August 2023
Canon to see semiconductor exposure equipment sales grow on generative AI demand
Japan-based equipment supplier Canon has estimated its sales of semiconductor lithography equipment, mainly KrF and i-line exposure machines, to increase to 195 units in 2023 from...
Tuesday 22 August 2023
TV unit sales in China to drop over 5% in 2023
TV sales continue to disappoint in China, with shipments poised to drop over 5% on year in 2023, according to market sources.
Monday 21 August 2023
From inefficient to pioneer: notebook supply chain's early shift to Vietnam
Due to the continued rise of labor costs, establishing a second supply chain for the notebook industry outside of China is a discussion topic that surfaces now and then. However, considering...
Monday 21 August 2023
PDC expects automotive components to drive large-sized MLCC, R-Chip growth
Prosperity Dielectrics Co. (PDC) held an earnings call on August 18. The company said the application of large-sized multi-layer ceramic capacitors (MLCC) and chip resistors (R-Chip)...
Monday 21 August 2023
IPC makers eyeing China's infrastructure smartification as next growth driver
China's economic recovery has fallen short of expectations, and many industry players are not optimistic about sales there in the second half of 2023. Nevertheless, Taiwan's industrial...
Friday 18 August 2023
Lenovo looks to AI server growth as PC business sees double-digit decline
Lenovo released its financial report for the first quarter of the 2023/24 fiscal year (1QFY23/24) ending on June 30th. It saw revenue of US$12.9 billion, marking a decrease of 24%...
Friday 18 August 2023
CIS firm PixArt expects slight revenue growth in 3Q23
PixArt Imaging, a CMOS image sensor specialist, anticipates a modest revenue increase in the third quarter compared to the second. Gross margin and operating margin will also outperform...