Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, amid a surge in demand from AI giants like Nvidia
TAIPEI/TOKYO — It looks something like heavy-duty plastic wrap and is buried so deep in the guts of an iPhone that most users don't even know it exists.
ASML EVP Christophe Fouquet says decoupling the global chip supply chain would be “extremely difficult and expensive”, as major economies push for self-reliance
Top equipment maker sources globally while keeping most production in Netherlands Twitter: @chengtingfang and @mikepeeljourno Twitter: Cheng Ting-Fang / @chengtingfang : “We do not...
How Taiwan became a key part of the electronics supply chain, creating interdependence between Taiwan, China, and the US that has deepened even as tensions rise
including core processors, 5G modems, Wi-Fi chips, and premium camera lenses — are made in Taiwan.” https://ig.ft.com/... Fantastic data-driven story by the FT. [image] Chris Horto...
Oppo closes its chip design unit Zeku due to global economic uncertainty; Zeku developed the MariSilicon X image-processing chip used in Oppo's flagship devices
Bloomberg :
Sources: Arm plans to work with manufacturing partners to build a test chip showcasing the capabilities of its designs, its most advanced chipmaking effort yet
Company to build test chip with factory partners, stoking fears it could in future compete with its biggest customers
Sources: in its most advanced chipmaking effort, Arm plans to work with manufacturing partners and build a test chip to showcase the capabilities of its designs
Company to build test chip with factory partners, stoking fears it could in future compete with its biggest customers
Sources: TSMC is in advanced talks with key suppliers about setting up its first European plant in Dresden, Germany; construction could begin in early 2024
Company to send senior executives to Dresden early next year to discuss potential factory project in Germany
Sources detail Huawei's plans to stealthily build a domestic chip supply chain with partners in Beijing, Wuhan, Qingdao, and Shenzhen, investing over $55.8B
Nikkei Asia : Tweets: @chengtingfang , @davidkersten , and @shankhu15 Tweets: Cheng Ting-Fang / @chengtingfang : From on-shoring to stealth-shoring : how Huawei and other #China t...
SK Hynix warns memory chip demand faces an “unprecedented deterioration” and reports Q3 2022 operating profit fell 60% YoY to ~$1.16B amid soaring inflation
South Korea's SK Hynix Inc (000660.KS) warned on Wednesday of an “unprecedented deterioration” in memory chip demand …
Dutch chip manufacturer STMicroelectronics plans to invest €730M to build a chip materials plant in Italy for a more self-reliant supply chain amid shortages
Lauly Li / Financial Times : Tweets: @chengtingfang Tweets: Cheng Ting-Fang / @chengtingfang : STMicroelectronics is to invest €730mn to build a SiC chip substrates materials plan...
After Nancy Pelosi visits Taiwan, sources say shipments to Pegatron's factory, used by Microsoft, Tesla, and others, were being held by Chinese customs
iPhone manufacturer denies reports Philip Elmer-DeWitt / Philip Elmer‑DeWitt : So far, Apple's Pegatron shipments have been spared Chinese slowdown Tweets: Cheng Ting-Fang / @cheng...
Sources: Apple asks suppliers to ensure shipments from Taiwan to China are labeled as “Taiwan, China” or “Chinese Taipei”, after Pelosi's visit stirs tensions
Stepped up scrutiny of import documents raises disruption fears for iPhone maker
Sources: Apple asks suppliers to ensure shipments from Taiwan to China are labeled as “Taiwan, China” or “Chinese Taipei”, after Pelosi's visit stirs tensions
Stepped up scrutiny of import documents raises disruption fears for iPhone maker
A look at the supply chain resilience myth, as efforts to replicate the chipmaking process inside single countries or regions reveal and exacerbate bottlenecks
Nikkei Asia : Tweets: @genemgrossman , @kizzy224 , @chengtingfang , @mtdtl , and @pstasiatech Tweets: Gene Grossman / @genemgrossman : A good explanation of why subsidies for resh...
Major iPhone manufacturer Pegatron, Mac manufacturer Quanta, and iPad maker Compal suspend factory operations near Shanghai amid strict COVID-19 measures
Sources: leading chip tool makers are warning clients they will have to wait up to 18 months for crucial machines, citing shortages of lenses, valves, and more
TAIPEI — Chipmakers trying to expand production capacity are having to wait a year and a half or longer for key equipment …
Sources: leading chip tool makers are warning clients they will have to wait up to 18 months for crucial machines, citing shortages of lenses, valves, and more
TAIPEI — Chipmakers trying to expand production capacity are having to wait a year and a half or longer for key equipment …
Sources: Google is developing Arm-based chips for laptops and tablets that run on Chrome OS, set to launch around 2023
US software giant ramps up hiring blitz for semiconductor and hardware ambitions — TAIPEI — Google is developing its own central processors for its notebook and tablet computers ...
Source: Taiwan told foreign and domestic staffing companies to remove all listings for jobs in China, emphasizing listings that seek to poach chip-making talent
Nikkei Asia :
Sources: at least four types of equipment vital to chip production are in short supply and lead times for wire bonding machines have grown to 10-12 months
Longer delivery times mean slower ramp-up of production capacity — TAIPEI/TOKYO — Trying to solve the global chip crunch? Tweets: @chengtingfang , @nikkeiasia , @aschilling , and...