VPEC rises as top GaAs epiwafer supplier
Taiwan-based epiwafer maker Visual Photonics Epitaxy (VPEC) has emerged as the world's top supplier of GaAs epiwafers with its market share in the segment surpassing that of British peer IQE by 14-15%, according to industry sources......»»
Epi-wafer supplier IntelliEPI upbeat about industrial, military defense demand
Epitaxial wafer (epi wafer) supplier Intelligent Epitaxy Technology (IntelliEPI) is optimistic about demand for industrial and military defense applications, as well as demand for 5G and 6G connectivity devices......»»
EV push could spur more supplier mergers and acquisitions
The pace of supplier mergers and acquisitions could soon pick up as companies look to reposition themselves for the EV era and as private equity firms seek to put hundreds of billions of dollars in outstanding capital to work......»»
Tesla rises above junk-rated world following an upgrade from Moody’s
Moody’s Investors Service on Monday became the second credit ratings firm to endow Tesla with investment-grade status, upgrading the Austin-based firm’s credit score by one notch to Baa3. .....»»
GaAs foundries mull price cuts to entice orders for handset PAs
GaAs (gallium arsenide) foundries are considering cutting their quotes to land power amplifier (PA) orders from RF IDMs, which are looking to replenish their inventories, according to industry sources......»»
Automotive supplier takes over Ann Arbor "light therapy" startup out of bankruptcy
Auburn Hills, Mich.-based Eypex, a tier-one supplier of magnetic fasteners for cars, came to terms with the trustee assigned to the case of JustLight, a maker of infrared light devices......»»
VW to invest in mines in bid to become global battery supplier
VW plans long-term to build enough cells to meet half of its global battery needs, with most production capacity located in Europe and North America......»»
Nio signs new agreement with supplier to embrace Tier-0.5 model
China-based EV company Nio signed a strategic cooperation framework agreement with its supplier, Ningbo Tuopu Group, on March 16. The pair will collaborate on a "Tier-0.5" model, developing and producing new energy vehicle (NEV) components together......»»
Taiwan panel, BLU makers growing non-panel businesses
Taiwan-based panel makers AU Optronics (AUO) and Innolux and backlight unit (BLU) supplier Coretronic have been keen on developing non-panel businesses, expecting related new businesses to start contributing significantly to their revenue growth......»»
Foxconn wins first AirPods order & will make them in India
Six years and six months since AirPods were launched, Apple's biggest supplier Foxconn will expand into India to make them.According to Reuters, Foxconn plans to build a $200 million factory in India, specifically to make AirPods. Apple has already h.....»»
GlobalWafers says new US plant on track for volume production in 1Q25
Silicon wafer supplier GlobalWafers is constructing a new 300mm (12-inch) silicon wafer plant in Sherman, Texas, and expects it to be ready for volume production in the first quarter of 2025......»»
Foxconn wins first AirPods order, plans new factory
Six years and six months since AirPods were launched, Apple's biggest supplier Foxconn finally gets to make them.According to Reuters, Foxconn plans to build a $200 million factory in India, specifically to make AirPods. Apple has already had some Ai.....»»
Taiwan Mask expects 30% revenue growth in 2023
Photomask supplier Taiwan Mask expects its revenue to increase 30% on year to exceed NT$10 billion (US$325.2 million) in 2023, boosted by growing sales of its products supporting 12-inch wafer fabrication......»»
Falling chip prices erode Phison gross margin in 4Q22
Falling NAND flash chip prices resulted in inventory losses and an approximately 5pp erosion of Phison Electronics' gross margin in the fourth quarter of 2022, according to the memory device controller and module supplier......»»
Even Foxconn says it"s looking to move away from China
Apple supplier Foxconn reports that it is working to reduce its reliance on its parent firm's home country of China, and will diversify future production.A Foxconn facilityFoxconn, which is Apple's major supplier for the iPhone, is based in Taiwan. B.....»»
Foxconn reports 10% drop in profits, says demand is declining
Apple's major iPhone supplier Foxconn saw its profits for the latest quarter drop a tenth compared to the year before.Foxconn has been investing in expansion in China, Vietnam, and India, but its latest Q4 earnings call included both the 10% drop, an.....»»
Infineon and Continental to cooperate on HPC-based vehicle architecture
Germany-based chipmaker Infineon will be collaboraing with Tier-1 supplier Continental in the development of server-based vehicle architecture, according to an announcement made on March 13......»»
Supplier profits lag even as revenue reaches pre-pandemic levels
While revenue has frequently returned to pre-pandemic levels, profits at many suppliers remain well below where they were in 2019......»»
YS Tech working closely with China car vendors
Taiwan-based automotive cooling fan supplier Yen Sun Technology (YS Tech) said it will continue to work closely with Chinese customers on new energy vehicle (NEV) projects and anticipates that new Chinese government policies will further boost the co.....»»
Google dusts off the failed Google+ playbook to fight ChatGPT
New directive gives Googlers 'months' to build AI into existing products. Enlarge / The Google integration monster rises with a new face. (credit: 123pendejos / Ron Amadeo / OpenAI) Years ago, circa 2011, Google was in.....»»
An Apple manufacturer"s VP has quit after talking about China exodus
The vice president of Chinese firm and Apple supplier Goertek has unexpectedly quit for "personal reasons," just days after saying clients were pressing all suppliers to build factories outside the country.A Goertek office in ChinaAt one point Goerte.....»»