Chipmakers placing extra orders for BT substrates amid tight supply

Taiwan-based foundries intend to give supply priorities to long-term and established clients amid tight capacity, according to industry sources......»»

TSMC continues to see its 7nm manufacturing processes run at full utilization, according to sources at fabless chipmakers who said new orders placed recently cannot be fulfilled at least until the middle of next year......»»

Prices for IT panels have been climbing due to worsening supply-demand imbalnce triggered by the tight supply of upstream materials and components, including LCD driver ICs and glass substrates, according to industry sources......»»

Taiwan-based LCD driver IC suppliers continue to enjoy a ramp-up in orders including short lead-time ones, and will see their supply remains tight through the second quarter of 2021, according to industry sources......»»

Demand for mining ASICs h.....»»

Taiwan-based display driver IC (DDI) suppliers who have raised quotes by 10-15% to reflect tight supply and rising costs remain upbeat about 2021, as market conditions will still be favorable to the fabless chipmakers......»»

Taiwan-based MOSFET chips suppliers are poised to raise their quotes by 10-15% in first-quarter 2021 at the latest to reflect tight supply and increased manufacturing costs, according to industry sources......»»

Taiwan-based Universal Scientific Industrial (USI), a unit of ASE Technology, is likely to obtain system-in-package (SiP) orders for AirPods Pro Lite, which may also benefit Taiwanese makers of SiP substrates, according to industry sources......»»

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......»»

Taiwan-based HDI PCB manufacturers have put increased focus on non-handset applications to improve product portfolios, which is expected to drive up their quotes and profitability in 2020 amid the increasingly tight supply, according to industry sources......»»

Intel Corp said on Wednesday it was increasing its reliance on contract chip manufacturers to ramp up supply of chips used in personal computers as the company struggles with shipment delays amid higher demand......»»

Acoustic component maker Concraft is set to land more windfall orders in the first quarter of 2020 as current market demand for true wireless stereo (TWS) devices launched by its clients has outpaced supply, according to company CFO Joe Huang......»»

US notebook vendors have slowed down placing orders with Taiwan ODMs amid seemingly easing of US-China trade tensions, but have not asked the manufacturers partners to stop moving production lines out of China, according to industry sources......»»

Smartphone lens module maker Largan Precision, due to tight production capacity amid strong demand, will give priority to orders for high-price, high-end products in 2020, according to company CEO Lin En-ping......»»

Six-inch foundries including Mosel Vitelic and Episil Technologies have seen their customers mainly those engaged in the power IC sector turn cautious, placing mostly short-term orders lasting for only 1-2 months, according to industry sources......»»

Foundry houses raising quotes for 8-inch capacity amid tight supply.....»»

WASHINGTON (Reuters) - U.S. services sector activity picked up in June amid strong growth in new orders, but trade tariffs and a shortage of workers were starting to strain the supply chain, which could slow momentum in the coming months......»»

Taiwan IC backend service firms have seen increasing flip-chip packaging orders from China chipmaker .....»»

The supply of ABF (ajinomoto build-up film) substrates has become tight, thanks to growing demand for server and high-performance computing applications, according to industry sources......»»

Oil prices retreated on Friday amid a global glut, racking up a 20 percent drop for November, while most major equity markets kept moves tight ahead of weekend talks between U.S. President Donald Trump and Chinese leader Xi Jinping......»»