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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 11 May 2023
Nvidia places additional orders requiring TSMC CoWoS
Nvidia has placed additional orders for AI chips that require TSMC's CoWoS (chip on wafer on substrate) packaging, according to industry sources.
Thursday 11 May 2023
MediaTek announced Dimensity 9200+ chipset for flagship 5G smartphones
MediaTek has expanded its Dimensity portfolio with its new Dimensity 9200+ chipset for flagship 5G smartphones. According to the chipmaker, the new offering builds on the success...
Wednesday 10 May 2023
Raydium recognizes loss on LTAs
Display driver IC (DDI) provider Raydium Semiconductor incurred losses as a result of the dissolution of earlier LTA contracts with suppliers and generated its lowest quarterly profit...
Wednesday 10 May 2023
Will South Korea's semiconductor sector bounce back from its poor performance as scheduled in 2H23?
With the semiconductor market in a downturn, Samsung Electronics and SK Hynix have seen their 1Q23 performances seriously affected. Although both companies are positive about a semiconductor...
Wednesday 10 May 2023
Specialty foundry VIS may see sales recover starting 2Q23
Specialty IC foundry Vanguard International Semiconductor (VIS) recorded a 42.8% sequential revenue surge in April with first-quarter sales likely to be the lowest of the year, according...
Wednesday 10 May 2023
TV panel prices continue to rally
TV panel prices have risen since February, with the price rally likely to stretch through May, ramping up capacity utilization rates at panel makers, according to industry sources.
Wednesday 10 May 2023
DDI suppliers positive about 2Q23 performance
Display driver IC (DDI) suppliers are generally optimistic about their second-quarter prospects, citing an increase in replenishment demand and an improvement in customer inventory...
Wednesday 10 May 2023
Novatek expects modest sales growth in 2Q23
Display driver IC specialist Novatek Microelectronics expects its revenue to grow slightly in the second quarter of 2023 compared to the previous quarter, thanks to customer replenishment...
Wednesday 10 May 2023
Taiwan CCL suppliers face short-term headwinds
Copper clad laminate (CCL) suppliers in Taiwan have encountered short-term headwinds, with many reporting year-over-year revenue declines in the first quarter, but remain optimistic...
Wednesday 10 May 2023
Qualcomm to step up competition in self-driving IC market
Qualcomm's proposed acquisition of Autotalks will increase its competitive position in the high-level self-driving IC market against Nvidia and Intel, according to industry observe...
Wednesday 10 May 2023
Infineon, Foxconn to team up for EVs
Infineon Technologies and Hon Hai Technology (Foxconn) have signed an agreement to work on silicon carbide (SiC) development for electric vehicles (EV).
Wednesday 10 May 2023
TSMC increases quarterly dividend
TSMC decided to raise its quarterly dividend to NT$3 (US$0.10) a share, up from NT$2.75 that had been in place since 2021.
Tuesday 9 May 2023
Natural selection in chip industry: 10,000 chip companies closed in China in the past two years
A new topic has arisen in Chinese media lately: almost 10,000 chip companies were closed and deregistered in 2021 and 2022. Whether that is the result of the U.S. government's export...
Tuesday 9 May 2023
Rohm mass producing 650V GaN HEMTs
ROHM Semiconductor has announced mass production of 650V gallium nitride (GaN) high-electron-mobility transistors (HEMT) optimized for a wide range of power supply systems applications...
Tuesday 9 May 2023
China homegrown autonomous driving chips gaining ground in domestic market
China's automotive-grade chip suppliers Horizon Robotics Technology and Black Sesame Technologies are in a position to rival Nvidia and Texas Instruments (TI) in both high- and low-computing...