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Dedicated IC testing house King Yuan Electronics (KYEC) continues to see weak demand for smartphone application processors, with replenishment demand unlikely to pick up until the fourth quarter, according to company president A. H. Liu.
Taiwan Semiconductor Manufacturing Company (TSMC) has gained advanced chip orders shifted from Semiconductor Manufacturing International (SMIC) and other China-based foundries, which are encountering the US ban on semiconductor technology, according to industry sources.
With Qualcomm and more chip vendors stepping up the development of satellite communication chips for smartphones, satellite phones are nearing commercialization, according to industry sources.