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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 4 September 2019
300mm fab equipment spending to seesaw, says SEMI
Spending on 300mm fab equipment will slowly recover in 2020 after the 2019 downturn and take off in 2021 to log a new record high topping US$60 billion, only to lag again in 2022...
Wednesday 4 September 2019
Highlights of the day: Chinese firms seeking more IC design services from Taiwan
Chinese IT firms have been keen on reducing reliance on US supplies in the wake of the US-China trade war. Taiwan's IC design service providers used to land orders from China-based...
Wednesday 4 September 2019
Global semiconductor sales continue to drop
Worldwide sales of semiconductors posted a year-over-year decline for the seventh consecutive month in July 2019.
Wednesday 4 September 2019
Taiwan RF component suppliers see orders ramp up from China
Taiwan-based RF component specialists including RichWave Technology, Rafael Microelectronics and AMIC Communication (AMICCOM), have seen a ramp-up in orders from China in 2019, according...
Wednesday 4 September 2019
Taiwan urged to ease restrictions on foreign hires to spur AI, biomedical development
In developing AI applications and promoting cross-domain cooperation between biomedical and ICT sectors in Taiwan, what count most is for the government to allow more foreign talent...
Wednesday 4 September 2019
Japan PCB firms may lose ground in OLED sector
Japan-based PCB makers are likely to be further marginalized if Apple's reportedly plans to launch three 5G iPhones all based on OLED technology are realized, according to sources...
Wednesday 4 September 2019
Orders for China homegrown processors rising
Orders for custom-designed processors have been rising from China in 2019, according to industry sources in Taiwan.
Wednesday 4 September 2019
Worldwide OEM semiconductor spending faces biggest decline in a decade
Impacted by softening markets and rising uncertainty in global trade and economy, semiconductor spending of the world's top OEMs will face the steepest decline in a decade. According...
Tuesday 3 September 2019
Samsung Display, LGD lead in OLED panel segment
Efforts by Samsung Display and LG Display (LGD) to shift their production focus from LCD panels to AMOLED models appear to have paid off as the two Korean suppliers are currently...
Tuesday 3 September 2019
COF packaging demand for OLED DDI chips to grow sharply in 2020
COF substrate makers and related packaging houses are expected to operate at full capacity through the end of 2019 on robust demand from smartphone vendors, and their revenues may...
Tuesday 3 September 2019
Unimicron to step up investment for 5G, AI applications
Unimicron Technology has maintained its huge capex budgets for 2019 and 2020 are meant to strengthen its IC substrates technology upgrades and production capacity for the emerging...
Monday 2 September 2019
Rigid-flex boards shipments for AirPods to stay robust
Despite the US tariffs on China-sourced wearable devices taking effect September 1, Taiwanese PCB makers are expected to see their shipments of rigid-flex boards for AirPods remain...
Monday 2 September 2019
Weltrend USB PD chips adopted by China handset vendors
Weltrend Semiconductor's USB power delivery (PD) controller chips reportedly have entered the supply chain of major China-based handset vendors.
Monday 2 September 2019
IC backend service firms to lock in orders for new iPhone launch
Apple has sent out invitations for a new product event on September 10 signaling that Taiwan's IC backend service firms are set to land related orders for new iPhones as expected...
Monday 2 September 2019
Eight-inch foundries see demand pick up
Eight-inch IC foundries have seen their fabless customers engaged in the fingerprint sensor, touchscreen IC, analog chip and LCD driver IC sectors step up their pace of orders recently,...