Intel CEO expects shortages until 2023
Hits Nvidia, Intel, AMD, car manufactures
Back in late 202, Nvidia told us that shortages should be the thing of the past at some point in Q1 2021. In early 2021, Nvidia and its CEO adjusted the statement, telling the world that shortages are expected throughout most of 2021.
Taiwan leaning more on Japan
Taiwan's tech companies are looking to Japanese assets to fortify their defences against rising Chinese rivals.
Intel still can't handle demand gap
Supply problems will continue into the fourth quarter
Intel's supply issues do not appear to be getting better quickly, and it is looking like its chips will be in tight supply until Q4.
Apple iPhone production forecast drops from 84 to 74 million
Panel orders drop by 20 percent, chip orders by 15 percent
On Friday, the Nikkei Asian Review journal published a story hinting that some of Apple’s part suppliers in the iPhone supply chain are still trying to fix low yield rates of their components. Some forecasts are now cutting total iPhone production for the July to December period by five percent, from 120 million down to 114 million.
Recent Taiwan earthquake impact larger than expected
Damage to Fab 14 may affect iPhone 7 production
A recent 6.4-magnitude earthquake in the southern Taiwan region that killed at least 116 people was originally expected to have a less than 1 percent impact on semiconductor manufacturing in the region. TSMC now expects to have an impact above 1 percent, according to an updated report from DigiTimes.
Wearable devices could be a dead end
Not enough interest
While Intel and Apple are touting the Internet of Things as the next big thing, it is starting to look like the numbers will be too small to attract the necessary economies of scale.
Nintendo roadmap for 2016
Nintendo has leaked the timeline of its 2016 launch of its next-generation games console and asked its supply chain partners to start pilot production in October.
Samsung audits its Chinese suppliers
Finds 'inadequate practices'