Automotive IGBT supply stays tight
Automotive insulated-gate bipolar transistors (IGBT) and a few other power ICs are still in tight supply, according to sources at IC distributors.
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Nov
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Nov
Main China battery makers to actively expand production capacities
First-tier China-based lithium battery makers, in view of booming demand for batteries used in electric vehicles and energy storage systems, will actively expand production capacities in China, according to industry sources.
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Nov
Mac joins decline trend; PC sector could see double-digit drop in 2023
In 3Q22 (FY 4Q22 for Apple), Apple’s Mac saw record highs in sales. Yet, Apple has warned that the 4Q22 sales will see a clear decline compared to 4Q21, falling to the same fate as the others in the struggling PC sector. Supply chain sources pointed out that Apple couldn’t spare itself from the softened consumer market momentum. It’s estimated for the first half of 2023, each brand will be dealing with the last bit of the pain period.
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Nov
ON Semiconductor to sell 200mm wafers to Japanese and US foundries under new strategic focus
Mercuria Holdings, a fund backed by the Development Bank of Japan and Japanese trading house Itochu will buy a 200mm wafer fab from US-based ON Semiconductor, according to Nikkei Asia. The purchase will be jointly made with Sangyo Sosei Advisory, a financial advisory firm, and Fukuoka Capital Partners, reported Nikkei Asia on October 31.
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Nov
Tier 0.5 to rise as new trend amid car supply chain restructuring
With the electronic/electrical architecture (EEA) gaining application momentum in the development of intelligent vehicles, the automotive supply chain is also being restructured, with Tier 0.5 supplier level rising as a new trend, according to industry sources.
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Nov
US carmakers passing up lithium from Australia’s first refinery
The head of Australia’s first lithium hydroxide refinery says it’s attracted little attention from US carmakers seeking to buy the metal that’s crucial to the world’s renewable energy revolution.
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Nov
US ban on Americans aiding China chip firms narrower than feared
Washington’s restrictions on US citizens assisting China’s chip industry will be more narrowly enforced than feared, suggesting a smaller-than-expected impact on semiconductor companies doing business in the world’s second-largest economy.
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Nov
BIS FAQ reflects enforcement complexity on chip ban
Three weeks after announcing the advanced computing and semiconductor manufacturing equipment rule, the Bureau of Industry and Security (BIS) of US Department of Commerce’s first round of FAQ reflects the complexity of enforcement, and hence the burden of compliance.
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Nov
Immersion liquid cooling solution helps to cut datacenter energy costs
Sharp rises in energy costs, clear ESG trend, and constant increase in cooling demand for server processors are highlighting the importance of liquid cooling system. Immersion cooling is regarded as the best energy-saving solution for datacenters, according to server supply chain sources.
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Nov
MediaTek may raise chip prices in 2023
MediaTek may raise its chip prices next year to reflect rising manufacturing costs, according to industry sources.