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Friday 26 November 2021
Taiwan IC design houses brace for profit erosion
Taiwan-based IC design houses particularly second-tier players are poised to see their profits eroded by rising foundry costs in 2022, as their customers are increasingly reluctant...
Wednesday 24 November 2021
Industry watch: Value matters more than price
In the past, the survival model of the ICT industry was relatively simple: As long as enterprises managed to become members the Apple or "Samsung supply chain, they could secure lucrative...
Friday 19 November 2021
Taiwan 2nd-tier foundries to enjoy gross margin growth in 2022
Taiwan-based second-tier pure-play foundries, such as Vanguard International Semiconductor (VIS) and Powerchip Semiconductor Manufacturing (PSMC), will see their gross margins hike...
Thursday 18 November 2021
Taiwan Mask poised to raise prices in 2022
Photomask supplier Taiwan Mask, which already raised its prices by 10-30% in the first half of 2021, plans to initiate another price hike next year to reflect its tight supply, according...
Wednesday 17 November 2021
Semiconductor market to rise 23% in 2021, says IC Insights
The semiconductor market is forecast to increase 23% this year, fueled by changing habits caused by the COVID-19 pandemic and the subsequent economic rebound from it, according to...
Tuesday 16 November 2021
Taiwan IC design houses see gross margins come under downward pressure
With pure-play foundries initiating another price hikes to reflect their continued tight fab capacities, many Taiwan-based IC design houses are finding it increasingly difficult to...
Monday 15 November 2021
AUO, Innolux 3Q21 sales little affected by TV panel price drops
While LCD TV panel prices have been dropping since July 2021, AU Optronics (AUO) and Innolux have seen little impact on its third-quarter 2021 operation, judging from their profita...
Monday 15 November 2021
Taiwan DRAM firms to see gross margin drop in 4Q21
With DRAM memory prices starting to fall in the fourth quarter of 2021, Taiwan-based chipmakers and module houses are poised to see their gross margins decline during the quarter,...
Friday 12 November 2021
DRAM prices to retreat in 4Q21 after strong gains
DRAM ASPs soared 41% through the first eight months of 2021, rising from US$3.37 in January to US$4.77 in August. ASPs slipped 3% to US$4.62 in September, still a 37% surge compared...
Friday 12 November 2021
UMC to raise foundry prices by another 10% in 1Q22
Pure-play foundry United Microelectronics (UMC) is poised to make another 10% upward adjustment in its foundry quotes starting the first quarter of 2022, according to sources at IC...
Monday 8 November 2021
Adata upbeat about 2022 DRAM market; Transcend cautious
Adata Technology has said it remains upbeat about the DRAM market outlook next year, believing DRAM spot prices are about to hit bottom and start recovering. Fellow memory module...
Thursday 4 November 2021
Taiwan pure-play foundries see profitability outperform international peers
Taiwan-based pure-play foundries, led by TSMC, are all poised to generate significant profit increases this year outperforming their international peers including Globalfoundries...
Wednesday 3 November 2021
Networking IC suppliers raising prices
Networking IC suppliers including MediaTek and Realtek Semiconductor have raised their Wi-Fi chip prices by 20% or more, prompting device assemblers and makers to also raise their...
Friday 29 October 2021
DDR4 spot prices falling
Spot market prices for mainstream DDR4 DRAM memory have been falling since October, giving buyers more bargaining power in upcoming price negotiations, according to industry source...
Monday 25 October 2021
Lithium price surge sends battery makers scrambling for supply
Lithium price has been on the rise since 2020, bringing production costs of EV batteries higher. Theoretically, prices of battery cells and battery packs will rise by at least 30%,...