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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 15 June 2022
Taiwan to lead fab equipment spending in 2022
Global fab equipment spending for front-end facilities is expected to increase 20% to an all-time high of US$109 billion in 2022, according to SEMI. Taiwan is expected to lead with...
Wednesday 15 June 2022
HannStar Board sees growing demand for game consoles, servers
PCB manufacturer HannStar Board expects a ramp-up in demand for game consoles and servers to offset a slowdown in demand for Chromebook and other consumer notebooks in 2022.
Wednesday 15 June 2022
Supply chain questions claims about TI chip shortage easing
The shortage of Texas Instruments (TI) analog chips may not ease in the second half of the year as much as previous reports had suggested, according to sources in related industry...
Wednesday 15 June 2022
Qualcomm, MediaTek decelerate further orders with suppliers
With China-based smartphone vendors cutting further their sales goals for 2022, Qualcomm and MediaTek continue decelerating chip orders with their suppliers, according to industry...
Tuesday 14 June 2022
Geared up for DDR5 transition: Q&A with Micron EVP Sumit Sadana
The transition to DDR5 memory in the data center sector will be taking place in 2022, and Micron Technology is gearing up for the robust demand, according to Sumit Sadana, executive...
Tuesday 14 June 2022
IC analysis labs upbeat about 2H22
Taiwan's IC analysis and inspection labs are optimistic about better performance in the second half of 2022 than the first half, bolstered by increasing wafer material analysis (MA)...
Tuesday 14 June 2022
MediaTek on track to meet 20% annual growth target
MediaTek may see its sales disappoint in the second half of 2022, attributed to China mobile phone brands cutting their sales goals for second-half 2022, but will still manage to...
Tuesday 14 June 2022
Yangtze Memory to move directly to 232-layer 3D NAND production
NAND flash chipmaker Yangtze Memory Technologies (YMTC) plans to skip the 192-layer generation and move directly to 232 layers, according to industry sources in China.
Tuesday 14 June 2022
TSMC tightening up payment terms
TSMC is tightening up its payment terms for better cash flow and greater stability, according to industry sources.
Tuesday 14 June 2022
TSMC runs CoWoS packaging lines at nearly full utilization
Robust AI and HPC processor orders have boosted TSMC's chip-on-wafer-on-substrate (CoWoS) packaging capacity utilization to nearly 100%, according to industry sources.
Monday 13 June 2022
TI reportedly expects analog chip shortage to ease in 2H22
Texas Instruments (TI) has notified its clients that the supply-demand imbalance for analog chips, particularly power management ICs (PMICs), will ease in the second half of the year,...
Monday 13 June 2022
ASC 100: Profitability of top-100 Asian supply chain firms
Of the top 100 supply chain companies in Asia, 96 of them are from Japan, China, Taiwan and South Korea, and they are core surces of influence on the supply chain in Asia. However,...
Friday 10 June 2022
TSMC, VIS see May revenue hit record highs
Pure-play foundries TSMC and Vanguard International Semiconductor (VIS) have both announced record-high sales for May 2022, on the heels of United Microelectronics' (UMC) announcement...
Friday 10 June 2022
ASC 100: Comparison of top-100 Asia tech firms' revenues structures
Research organizations win the trust of society and industry players with their credible research. In 1985, when I first started my career in industry research, I went to Taiwan's...
Friday 10 June 2022
Taiwanese and Japanese firms (3): Application of renewable energy
Kyoto-based Rohm Semiconductor and Taipei-based Delta Electronics are both benchmarks in the application of renewable energy. It is a common goal of the world that net-zero emissions...