The US-Iran conflict has disrupted semiconductor shipments from Israel’s Tower Semi, prompting clients to shift orders to Taiwan’s Vanguard (VIS) and Powerchip (PSMC), media report. Affected chips include power (PMICs), CIS sensors, RF, MEMS, and analog signal chips, by a range of companies, including Broadcom, Onsemi, Vishay, others. $Tower Semicon(TSEM.US) $Broadcom(AVGO.US) $Intel(INTC.US) $Skyworks Solutions(SWKS.US) $ON Semiconductor(ON.US) $Vishay Intertech(VSH.US) #Samsung #semiconductors
Source: Dan Nystedt
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