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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 9 August 2019
SMIC expects up to 2% revenue growth in 3Q19
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) expects to post an up to 2% sequential increase in third-quarter revenues. Excluding sales generated...
Friday 9 August 2019
GaAs epi-wafer maker IntelliEPI positive about 2H19
Intelligent Epitaxy Technology (IntelliEPI), which supplies compound semiconductor epi-wafers, expects a seasonal pick-up in orders for GaAs devices, InP and GaN products to drive...
Friday 9 August 2019
PCB makers to enjoy brisk ABF substrates demand for AMD new server CPU
Among Taiwan IC substrates makers, Unimicron and Na Ya PCB are expected to benefit the most from AMD release of its EPYC Rome 7002 server CPU adopting TSMC 7nm node and supporting...
Friday 9 August 2019
AMD launches second-generation EPYC platform
AMD, joined by an expansive ecosystem of datacenter partners and customers at a launch event, has introduced the second-generation AMD EPYC family of processors for enterprise, cloud...
Friday 9 August 2019
AMD to enjoy rising share in server market with new generation EPYC platform
AMD has launched its second-generation EPYC server processors manufactured using Taiwan Semiconductor Manufacturing Company's (TSMC) 7nm process technology, and the new platform is...
Friday 9 August 2019
CCL makers poised to gain from AMD PCIe 4.0 server CPU launch
As AMD has newly launched second-generation EPYC processors, dubbed Rome 7002 series, as the world's first 7nm x86 server CPUs that support PCIe 4.0, Taiwan-based CCL makers ITEQ...
Friday 9 August 2019
Taiwan PCB firms expect demand to contract sharply in 4Q19
The new tariffs set to be imposed by the US government on imports from China will encourage device vendors to request chip and component deliveries in advance, according to sources...
Thursday 8 August 2019
Highlights of the day: Supply chain upbeat after Galaxy Note 10 launch
Samsung has just launched its Galaxy Note 10, with its suppy chain partners expecting the new smartphone series to prompt rivals to adopt similar specs for their offerings, including...
Thursday 8 August 2019
HannStar Display reports profit for 2Q19
LCD panel maker HannStar Display has reported net profit of NT$305 million (US$9.73 million) for the second quarter of 2019, up 66.67% on quarter but down 62.9% on year. EPS for the...
Thursday 8 August 2019
Taiwan July exports down
Taiwan recorded total export value of US$28.20 billion for July 2019, slipping 0.6% sequentially and 0.5% on year, while the corresponding import value totaled US$24.64 billion, up...
Thursday 8 August 2019
Vapor chamber demand to grow exponentially for 5G smartphones, says Auras chair
Demand for vapor chambers (VCs) from smartphone vendors will grow exponentially in the next few years to support high heat-sinking performance required for 5G smartphones, according...
Thursday 8 August 2019
Samsung pioneers adoption of 0.35mm vapor chamber in new Galaxy series
Samsung Electronics has taken the lead to adopt 0.35mm vapor chambers (VC) in its newly released Galaxy Note 10 series, which may become mainstream smartphone heat-sinking spec in...
Thursday 8 August 2019
Drill bit maker Topoint optimistic about 3Q19
PCB drill bit maker Topoint Technology has seen orders for 5G base station equipment start generating revenues, and expressed optimism about its performance in the third quarter of...
Thursday 8 August 2019
Flat panel makers likely to cut back output significantly in 4Q19
LCD panel makers are likely to scale down their output significantly starting fourth-quarter 2019 or first-quarter 2020 as panel prices are expected to continue to fall and inventory...
Thursday 8 August 2019
5G deployments, availability of 5G phones to drive demand for power semiconductor components
The ongoing deployments of 5G infrastructure and promising demand for 5G-focused phones that will come along with the commercial runs of 5G networks will continue to spur demand for...