Foxconn Technology Group has advanced further in building its semiconductor and EV ecosystems by making strategic investment in a Taiwan-based maker of SiC (silicon carbide) substrates needed to support mass production of SiC MOSFET chips for EV applications at its own 6-inch wafer fab, according to industry sources.
Notebook ODMs saw June revenues rise from a month ago thanks to the lifting of the COVID-19 lockdowns in eastern Chinese cities and the related upstream supply chain will be fully restored by mid-July, according to sources from notebook component suppliers.
AU Optronics (AUO) shipped TFT-LCD panels totaling 1.585 million square meters in June, decreasing 9.7% sequentially, while fellow maker Innolux shipped 11.19 million large-size and 30.39 million small- to medium-size panels, increasing 5.7% and 11.1% respectively on month, according to the companies.
Tight capacity supply at 8-inch wafer fabs is on track to ease on weakening demand for large-size display driver ICs, CMOS image sensors (CIS) and even power management ICs (PMIC) for consumer electronics devices, inspiring PMIC vendors to reserve more capacity for 2023 to brace for a possible rebound in demand, according to industry sources.