Recent #Supply chain news in the semiconductor industry

about 24 hours ago
1. The semiconductor industry is grappling with prolonged supply chain disruptions caused by geopolitical tensions and pandemic-related bottlenecks; 2. Critical sectors like automotive and consumer electronics face production delays, prompting companies to diversify suppliers and increase inventories; 3. Governments and corporations are investing in regional chip manufacturing to reduce dependency on concentrated production hubs.
Supply chainGlobal ShortageGeopolitical Impact
2 days ago
1. The semiconductor industry is grappling with severe supply chain disruptions, causing production delays and cost increases; 2. The global chip shortage has impacted sectors like automotive and consumer electronics, leading to reduced manufacturing output; 3. Companies are adopting strategies such as diversifying suppliers and investing in domestic production to mitigate risks.
Supply chainGlobal ShortageIndustry Strategies
3 days ago

➀ U.S. smartphone imports from China plummeted 94% (Feb-May 2025), with India/Vietnam emerging as new hubs;

➁ Vietnam surged as top laptop supplier to the U.S. (+147%), while China's TV exports to U.S. dropped 61%;

➂ Potential 25% smartphone tariffs and minimal domestic production signal U.S. facing device shortages in late 2025.

smartphonelaptopSupply chain
7 months ago
➀ Major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ Global investment in data centers has recently slowed, raising concerns about the sustainability of the AI boom. ➂ AI phones may sustain the chip industry amid the decline in data center investment.
AIChip IndustryData centerNVIDIASupply chain
8 months ago
➀ Quanta Computer plans to increase AI server production in the US due to high demand; ➁ NVIDIA's GB200 is being trial-produced in Taiwan and the US, with production ramping up in Q1 2025; ➂ Quanta has production capacity on both the east and west coasts of the United States and will continue to expand its factories.
AI serverGB200HPCNVIDIAQuanta ComputerSupply chainTaiwan Semiconductor Industry AssociationUS productiongaming
about 1 year ago
1. TSMC's 3nm supply exceeds demand, with major US tech companies like AMD, Apple, NVIDIA, Qualcomm, and others fully utilizing production capacity with orders expected to continue through 2026. 2. TSMC plans to increase 3nm OEM prices by more than 5%, and the annual quotation for advanced packaging in 2026 is also expected to rise by 10-20%. 3. TSMC's stock price has reached a record high, and the company is investing in advanced processing and packaging technologies, expecting a 'double success'. 4. The Zhunan Advanced Packaging Factory (AP6) has been operational for a year, and with the arrival of new AP6C machines, it has become Taiwan's largest CoWoS advanced packaging facility. 5. In 2024, TSMC's monthly CoWoS production capacity is expected to nearly double, from 17,000 to 33,000 pieces. 6. Advanced packaging production is in high demand, with NVIDIA accounting for about half of the capacity, followed by AMD, Broadcom, Amazon, and Marvell. 7. NVIDIA, with a gross profit margin close to 80%, is unlikely to give up newly opened advanced packaging production capacity and will adopt a price increase and profit-sharing strategy. 8. TSMC's additional CoWoS-related equipment is expected to be in place in Q3 2024, requiring more engineers at various factories. 9. Prices for advanced processes, including 3nm and 5nm, will also be adjusted, with strong 3nm orders in the second half of the year and high utilization rates extending into 2025. 10. The shortage of advanced packaging production capacity is expected to continue into 2025, with a projected production of over 600,000 pieces, and TSMC's supply for next year estimated at 530,000 pieces, indicating a gap of around 70,000 pieces.
CostManufacturingSupply chain