Auto chips still in robust demand with no oversupply concerns

Major automotive chip IDMs including Renesas and Onsemi reportedly have moved to reduce orders placed with testing houses, sparking concerns about whether demand for automotive chips, which has been strong despite market headwinds, is about to undergo a correction. Nevertheless, industry sources said there is still quite a distance to an oversupply of such chips.

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How Silicon Valley looks at the Taiwan miracle (1): Introduction

In 2022, the total sales of Taiwan’s 800 listed companies will exceed US$1 trillion for the first time ever, with the semiconductor sector remaining the mainstay. Despite a possible downturn in the coming two years, Taiwan will still be able to hold onto to its irreplaceable role thanks to its powerful semiconductor and ICT supply chains. However, it is easy to sing the praises, but we need to look beyond the obvious to really understand Taiwan’s strengths and weaknesses. My recent trip to Silicon Valley let me see the positives of Taiwan and yet also shed light on some concerns or issues that need to be explored further.

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AI-based EDA tools increasingly crucial for IC design process

With the increasing diversity of end-use applications, IC design houses are facing increasing challenges in product design, and how to shorten the time to market for new products has become the core of competition. To help clients meet the challenges, EDA supplier Cadence has moved to incorporate AI tools in their solutions to enhance and accelerate design process automation, according to industry sources.

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VIS may gain shifted orders from China

Taiwan-based Vanguard International Semiconductor (VIS) is in talks about orders for power management ICs with potential customers including Qualcomm, Monolithic Power Systems and Analog Devices, which are looking to shift their orders from China-based foundries following a spate of new US export curbs, according to market sources.

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