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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 11 February 2020
TSMC continues to see supply run tight despite coronavirus outbreak
TSMC continues to see its supply remain tight, with no cutbacks in orders from its major fabless clients such as Huawei's HiSilicon, according to sources familiar with the matter.
Monday 10 February 2020
Coronavirus outbreak impact: Many have yet to return to work in China
Many factories in China resumed work today after an extended Lunar New Year break, but many Taiwanese IT firms expected a low return rate of workers amid the ongoing coronavirus outbreak,...
Monday 10 February 2020
MediaTek slightly lowers global 5G handset sales projection for 2020
MediaTek has adjusted downward its 2020 projection for the world's 5G handset shipments to 170-200 million units from over 200 million due to the coronavirus outbreak, with the Chinese...
Monday 10 February 2020
Silicon Motion expects sales drop in 1Q20
NAND flash device controller specialist Silicon Motion Technology expects to post a revenue decrease of 10-15% sequentially in the first quarter of 2020, with gross margin ranging...
Monday 10 February 2020
TSMC revenues up in January, VIS down
TSMC has reported consolidated revenues for January 2020 increased 32.8% on year and 0.4% sequentially to NT$103.68 billion (US$3.45 billion), while revenues at specialty IC foundry...
Monday 10 February 2020
CSOT LTPS panel production in Wuhan likely to be halved
Panel production of China Star Optoelectronics Technology (CSTO) at its plants in Wuhan, the center of the coronavirus outbreak, will be hit hardest by the widespread epidemic, according...
Monday 10 February 2020
Lite-On Semi posts revenue drop in January
Without recognizing sales generated by On-Bright Electronics, Lite-On Semiconductor saw its revenues fall about 14% from a year earlier in January 2020.
Monday 10 February 2020
PCB makers confident about stable shipments for 5G infrastructure
Taiwan PCB supply chain is confident that shipments for 5G infrastructure applications in China will remain stable and the coronavirus impact on their operations will be relatively...
Friday 7 February 2020
China high-tech supply chain unlikely to return to normal operations on February 10
China's high-tech industry supply chains including the semiconductor sector are unlikely to return to normal operations on February 10, the date when the country's extended Lunar...
Friday 7 February 2020
Electronica China postponed
Electronica China originally scheduled to take place in Shanghai during March 18-20 has been postponed, according to the organizer.
Friday 7 February 2020
Acquisition rebound lifts 2019 to 3rd largest M&A year
Semiconductor merger and acquisition activity strengthened in 2019 after pulling back in the two previous years from historic high levels of M&A agreements in 2015 and 2016, according...
Thursday 6 February 2020
Semiconductor spending declines in 2019, says Gartner
Leading original equipment manufacturers (OEMs) reduced their semiconductor spend in 2019, influenced by declining memory prices, according to Gartner. Apple took the top rank from...
Thursday 6 February 2020
PCB maker Dynamic doing well to counter coronavirus impacts
Taiwan-based PCB maker Dynamic Electronics is confident of minimizing impacts of the coronavirus outbreak on its operations as it has readied sufficient raw materials and workforce...
Thursday 6 February 2020
Notebook, smartphone supply and demand in China hit by outbreak
The notebook and smartphone sectors are both expected to be undermined by China's coronavirus outbreak in the first quarter of 2020 as local consumer demand has been significantly...
Thursday 6 February 2020
Realtek remains positive
Networking IC specialist Realtek Semiconductor remains positive about its performance in the first quarter of 2020, with no substantial shifts in customer orders so far despite the...