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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 26 May 2021
Demand for GaAs-based PA remains robust
Taiwan's III-V semiconductor players have seen demand for GaAs-based power amplifiers for smartphone and Wi-Fi 6 applications remain steady despite a slowdown in 5G rollouts, according...
Wednesday 26 May 2021
Global 200mm fab capacity to grow at record pace, says SEMI
Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 950,000 wafers, or 17%, from 2020 through 2024 to reach a record high of 6.6 million wafers per month,...
Wednesday 26 May 2021
Taiwan PCB supply chain warming up for new iPhones
Taiwan PCB and CCL makers in the supply chain of Apple smartphones are gearing up production for new iPhones, with delivery schedules returning to pre-pandemic timeframes, according...
Wednesday 26 May 2021
Server ODMs see shipments disrupted by chip shortages
Server ODMs have seen their shipments disrupted by the shortages of power management ICs, network switches, and other chips and components, which are unlikely to ease until the end...
Wednesday 26 May 2021
Chip demand from end-market starts weakening?
Chip inventory may have returned to reasonable levels in upstream and downstream sectors, thanks in part to a slowdown in demand for chips from the end-market device vendors, according...
Wednesday 26 May 2021
Apple to outpace Samsung as top buyer of smartphone AMOLED displays
Apple is expected to unseat Samsung Electronics as the largest buyer of AMOLED displays for smartphones in 2021, as new iPhones for the year reportedly will all adopt flexible AMOLED...
Wednesday 26 May 2021
TSMC kicking off production for new iPhone chips
TSMC has kicked off production for Apple's next-generation iPhone processor dubbed A15, and will see demand for the chip surpass that for its predecessor last year in scale, according...
Tuesday 25 May 2021
Top-15 semi companies log 21% growth in 1Q21
The world's top-15 semiconductor companies saw their combined sales surge 21% from a year earlier in the first quarter of 2021, 3pp greater than the 18% growth the total worldwide...
Tuesday 25 May 2021
Highlights of the day: Chip vendors funding expansions at pure-play foundries
Pure-play foundry houses are requiring fabless chip vendors to prepay for the capacity bookings or to co-fund their capacity...
Tuesday 25 May 2021
Murata, Cooler Master announce ultra-thin vapor chamber
Murata Manufacturing and Cooler Master have jointly developed a vapor chamber with thickness of only 200um for electronics devices.
Tuesday 25 May 2021
China PCB makers see severe impact of sharp material price rises
Ever-rising prices for raw materials are heaping great pressure on business operations of China-based PCB makers, with smaller ones even turning hesitant to take orders lest they...
Tuesday 25 May 2021
Semiconductor equipment billings rise again
Billings among North American manufacturers of semiconductor production equipment topped US$3 billion for the fourth consecutive month in April 2021, which also marked the fifth consecutive...
Tuesday 25 May 2021
ASE promotes embedded die packaging for automotive electronics
Backend house ASE Technology will have its in-house developed embedded die technology, dubbed "Advanced Embedded Active System Integration (aEASI)," mainly applied to processing automotive...
Tuesday 25 May 2021
Microsoft to open Taiwan datacenter by early 2022
Microsoft is poised to open its datacenter in Taiwan at the end of this year or early 2022, according to industry sources.
Tuesday 25 May 2021
IC substrate supply to stay constrained in 2021-2022
The global supply of IC substrates will not see major inprovement until late 2021 or 2022 when Taiwan-based suppliers' additional capacity comes online, according to industry sourc...