U.S. moves to cut off Huawei from chip suppliers
The Trump administration moved Friday to block shipments of semiconductors to Huawei Technologies from global chipmakers. As Fred Katayama reports, the action is sure to ramp up tensions with China......»»
Threat For Nvidia, AMD? Huawei Ramps Up Semiconductor R&D In Shanghai To Counter US Restrictions
The new R&D facility is focused on developing lithography machines, which are essential for advanced chip production. read more.....»»
Pandemic-driven demand buoying chip suppliers in 2021 and beyond
The ongoing coronavirus-induced stay-at-home activities have continued to spur demand for semiconductor and IC parts in 2021, buoying sales at many Taiwan-based chipmakers, including second-tier players, according to industry sources......»»
Earnings Results: Cisco stock drops as higher costs amid chip shortage ding earnings outlook
Cisco Systems Inc. shares dropped in the extended session Wednesday as the company's earnings outlook fell short of Wall Street expectations because of higher costs from suppliers amid a global semiconductor shortage......»»
China"s Huawei Blames US For Global Chip Shortage
China's Huawei Blames US For Global Chip Shortage Just around the time Joe Biden was concluding a m.....»»
Strong Chromebook shipments to buoy chip suppliers in 2Q21
Taiwan-based IC design houses .....»»
MarketWatch First Take: Intel’s new CEO makes bold moves in manufacturing
Intel Corp's new chief executive Pat Gelsinger laid out a three-pronged strategy to make the chip giant great again, a plan that includes using its manufacturing prowess to reduce some of the semiconductor industry's reliance on off-shore manufacturing......»»
Memory demand for notebooks still robust
Brand notebook vendors and OEMs continue to step up their pace of chip orders, including those for memory chips and devices, despite overbooking concerns, according to sources at memory suppliers......»»
Biden can’t fix the chip shortage any time soon. Here’s why.
Chip shortages have forced General Motors and Ford to slash production in three states as well as in Canada and Mexico, threatening jobs at the auto companies and their suppliers......»»
How U.S. manufacturers were hobbled by a shortage of tiny silicon chips
Chip shortages have forced General Motors and Ford to slash production in three states as well as in Canada and Mexico, threatening jobs at the auto companies and their suppliers. The White House has already leaned on big chip producers an.....»»
Ford working with suppliers to minimize profit impact of chip shortage
See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»
Automotive chip demand could slow growth at Taiwan IC suppliers
Taiwan's wafer foundry houses are under increasing pressure to allocate more capacity for automotive chips, which in turn could undermine shipments of Taiwan-based IC suppliers in the second half of 2021, according to industry sources......»»
Automotive chip suppliers queuing up for capacity support
Automotive chip suppliers are queuing up for capacity support from foundries, particularly 8-inch ones, and may be prompted to accept higher quotes for more capacity, according to industry sources......»»
CIS chip suppliers tapping lucrative automotive, surveillance sectors
CMOS image sensor (CIS) suppliers are shifting their marketing strategies to focus more on automotive and surveillance applications seeking to ramp up profitability, according to industry sources......»»
Chipmakers see downstream clients continue stockpiling
Chip suppliers including fabless chipmakers and IC distributors continue to see their downstream clients stockpiling, while encountering tight capacity at upstream foundries, according to industry sources......»»
Taiwan IC design houses see demand for mining chips pick up
Taiwan-based IC design service providers and analog chip suppliers have seen demand for mining chips start picking up recently, according industry sources......»»
Novatek and other DDI chip suppliers to raise quotes for 1Q21
A number of Taiwan-based LCD driver IC suppliers, including Novatek Microelectronics, have completed talks with downstream clients over raising quotes for their TDDI and DDI chips in the first quarter of 2021, according to industry sources......»»
LCD driver IC suppliers to see gross margin growth
Taiwan-based display driver IC (DDI) suppliers are poised to see their gross margins improve in fourth-quarter 2020 and even in first-quarter 2021 due to rising chip prices......»»
U.S. cracks down on global chip exports to Huawei, China retaliation eyed
The Trump administration on Friday moved to block global chip supplies to blacklisted telecoms equipment giant Huawei Technologies [HWT.UL], spurring fears of Chinese retaliation and hammering shares of U.S. producers of chipmaking equipment......»»
Apple cautious iPhone outlook likely a headwind for chip suppliers, says KeyBanc
See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»
Boeing Commercial Airplanes gets a new CFO and suppliers may not celebrate his promotion
The appointment was announced internally today by Boeing Commercial Airplanes President and CEO Stan Deal as part of another set of moves inside the Chicago-based jet maker's commercial aircraft manufacturing business......»»