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Taiwan-based semiconductor tool vendors stand a chance of breaking into the supply chain for Apple s iPhones by supplying RF peripheral IC test equipment, according to industry sources. ....
The concept of AI has continued to penetrate high-performance computing (HPC) and even the future car sector. Supply chain sources admitted that this is already a battle of "ecosystem," not just a single-chip business model. The importance of a "subsystem" integration service is higher than ever, which has become a real source of profit for Nvidia, a front-runner in the industry. ....
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. ....
With unclear business outlook from Taiwan s mobile SoC vendor MediaTek, its backend partners including ASE Technology, Powertech Technology (PTI), Sigurd Microelectronics and King Yuan Electronics (KYEC) are all downbeat about their business prospects for the second quarter, with backend capacity demand for handset chips to be deferred to the second half of the year, according to industry sources. ....