2233 news items tagged opinion
Highlights of the day: TSMC expanding 5nm capacity
Friday 26 February 2021TSMC is fast expanding capacity for 5nm process to meet strong demand from a host of heavyweight clients, including Apple, AMD and MediaTek. The foundry house's capacity for 5nm...
Highlights of the day: Chip shortages not to ease anytime soon
Thursday 25 February 2021IC manufacturing capacity has been tight, resulting in chip shortages that some expect to last into 2020. Shortages...
Highlights of the day: Taiwan foundries face water shortages
Wednesday 24 February 2021Unusually low rainfalls in Taiwan over the past year have resulted in water shortages, particularly in the southern parts of the country. Some companies at the Southern Taiwan Science...
Tesla expected to sell 800,000 EVs in 2021
Wednesday 24 February 2021Tesla is expected to sell 800,000 electric vehicles (EV) globally in 2021, increasing 60.1% on year, and the more price-friendly Models 3 and Model Y will together take up 90.4% of...
Highlights of the day: IDMs may adjust outsourcing strategies
Tuesday 23 February 2021The frigid weather that halted production in the US state of Texas may prompt IDMs to mull adjusting outsourcing strategies. Seeking more support from manufacturing partners, particularly...
O-RAN applications gaining momentum worldwide
Tuesday 23 February 2021The application of Open RAN (O-RAN) networks is gaining popularity worldwide, offering plenty of opportunities for Taiwan-based makers to tap into the niche market by optimizing their...
Top brands and ODMs see January notebook shipments decline
Tuesday 23 February 2021After hitting a new high in monthly shipments last month, the global top-5 notebook brands saw their combined shipments slip more than 10% sequentially in January due to seasonality...
Highlights of the day: Qualcomm keen to secure production capacity support
Monday 22 February 2021Major chip vendors have been striving for support from production partners, and Qualcomm reportedly will even appoint...
Highlights of the day: TSMC gives top priority to car chips
Friday 19 February 2021Automakers are desperate for support from foundry partners to ease chip shortages disrupting their production, and they are willing to pay extra in return for foundries giving top...
Taiwan top-3 foundries to see combined revenue hit another record high in 2021, says Digitimes Research
Friday 19 February 2021Combined revenue of Taiwan's top-3 pure-play foundries are expected to rise 17% on year to top US$60 billion in 2021, Digitimes Research estimates.
Highlights of the day: Notebook ODMs to see robust 1Q21
Thursday 18 February 2021With demand remaining robust, ODMs are expected to see their first-quarter 2021 notebooks shipments drop by only 10-15%...
Highlights of the day: Handset sales recovering in China
Wednesday 17 February 2021The handset market in China is recovering, with shipments staging a strong rebound in January ahead of the Lunar New Year holidays. January handset...
Highlights of the day: Component shortages may hurt 1Q21 notebook shipments
Tuesday 9 February 2021The performance of global notebook shipments in the first quarter of 2021 may face the challenge of component shortages...
Highlights of the day: TSMC to faces challenges from political pressure
Monday 8 February 2021Following the setup of an advanced wafer fab in the US because of the US government's pressure, TSMC is now facing pressure...
Highlights of the day: Unimicron plant fire may worsen components shortages
Friday 5 February 2021Components and materials have been in short supply for the IT upply chain, and the shortages may have been further compounded by a fire that hit Unimicron's...
RISC-V: Q&A with SiFive head of global communications James Prior
Friday 5 February 2021RISC-V has grabbed headlines recently as the open-source technology is now viewed as a hotbed for innovation. It is also a source of intellectual properties (IP) freely open to the...
Global tablet shipments to fall 31% in 1Q21, says Digitimes Research
Friday 5 February 2021Worldwide tablet shipments climbed to a 13-quarter high of 51.56 million units in the fourth quarter of 2020, according to Digitimes Research. However, shipments will fall 31% sequentially...
China smartphone market to contract in 1Q21, says Digitimes Research
Thursday 4 February 2021Smartphone shipments to the China market are expected to fall over 10% sequentially in the first quarter of 2021, after growing 19.2% in the fourth quarter of 2020, according to Digitimes...
Highlights of the day: AMD unlikely to change foundry partners for advanced nodes
Thursday 4 February 2021There has been speculation suggesting that AMD may turn to Samsung for making its 5nm and 3nm chips in as its currernt foundry partner TSMC has been unable to provide sufficient capacity...
Highlights of the day: 8-inch fab capacity expansion costly
Wednesday 3 February 2021Eight-inch wafer foundry service provider VIS is increasing its capex budget for 2021, with the sum mainly for manufacturing process conversion and facility maintenance. Despite short...
Taiwan large-size panel shipments to drop 7% in 1Q21, says Digitimes Research
Wednesday 3 February 2021Taiwan's large-size panel shipments (excluding Sharp's) are expected to decline 7.3% sequentially in first-quarter 2021, having expanded 4.4.% sequentially and 26.5% on year to 74.76...
Global AIO PC shipments to fall in 1Q21, says Digitimes Research
Wednesday 3 February 2021Global AIO (all-in-one) PC shipments will be weighed down by lingering shortages of crucial parts and components to suffer a sequential decline of 17.5% in the first quarter of 2021,...
Highlights of the day: Automotive chip demand to further constrain foundry support
Tuesday 2 February 2021Taiwanese foundry houses' promises to devote more capacity to making automotive chips have raised concern among smaller IC designers. With the foundry capacity unlikely to see major...
Global server shipments to fall 1.8% sequentially in 1Q21
Tuesday 2 February 2021Global server shipments are expected to increase 5% on year and see a slight sequential fall of only 1.8% in first-quarter 2021 thanks mainly to a ramp-up in demand from datacenter...
Global notebook shipments surge over 10% to record high of 60 million units in 4Q20
Monday 1 February 2021Global notebook shipments, excluding detachable models, surged over 10% sequentially to hit a fresh high of 60 million units in fourth-quarter 2020, mainly driven by robust demand...