February 18, 2020 By Walt Custer SEMI Data through December showed a steady recovery in the global electronics supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity…
Toyota and Volkswagen each sell over 10 million cars annually. Tesla delivered close to 370,000 in 2019. In terms of electronics technology, however, Tesla is light years ahead of the industry leaders. According to Nikkei, Tesla’s integrated central control unit, or “full self-driving computer,” also known as Hardware 3, is…
The combined revenue of companies listed on the Taiwan Stock Exchange (TWSE) fell 10.73 percent last month from a year earlier to NT$2.46 trillion (US$81.85 billion) due to weak demand and a high comparison base. This compares to the 0.98 percent growth a month earlier and a mild decline of…
The Korean Herald reports, Samsung Electronics plans to give its chipmaking subcontractors the biggest bonus since 2010 — for their performance last year. The semiconductor division pays a total of 41.74 billion won ($35.8 million) to around 20,000 employees of primary and secondary contractors. “Despite the difficult market conditions last…
Taiwan Semiconductor Manufacturing Co. is being pressured by the Pentagon to produce its military-use chips in the U.S., in order to ensure the potential of Chinese interference. TSMC makes computer chips for the American F-35 fighter jets and serves as a key supplier to Apple as well as Chinese…
