
The imminent arrival of the 5G era promises great business opportunities for various sectors
High-capacitance MLCC prices set to rise
Wednesday 24 February 2021MLCC vendors including Samsung Electro-Mechanics (Semco) and TDK are likely to raise their quotes for high-capacitance MLCCs in response to stronger-than-expected demand for 5G handset...
Contract PCB drilling service: Q&A with Key Ware CEO Chen Po-ying
Wednesday 24 February 2021Taiwan suppliers of high-end IC substrates, HDI boards, rigid PCBs with high layer counts and flexible PCBs are expected to have another busy year in 2021 after benefiting from pandemic-induced...
MediaTek keen to maintain momentum in 5G SoC market
Tuesday 23 February 2021Having seen its revenues hit a record high of over US$10 billion in 2020, MediaTek is lookking to cash in on the momentum to push the sale of its next-generation 5G SoC solutions,...
IDMs may evaluate more outsourcing
Tuesday 23 February 2021IDM vendors may consider outsourcing more of their production starting 2022, with Taiwan-based contract chipmakers being among the beneficiaries, according to industry sources.
Chipmakers placing extra orders for BT substrates amid tight supply
Monday 22 February 2021As supply of high-end BT substrates has turned tight in the first quarter of 2021, major chipmakers including Qualcomm and MediaTek are moving aggressively to secure more capacity...
Qualcomm gearing up to cement capacity support from Taiwan partners
Monday 22 February 2021Qualcomm has been gearing up to seek multiple supply sources for both silicon-based and III-V semiconductors amid increasingly tight capacity at the global IC value chain, and reportedly...
Kioxia, Western Digital announce 6th-gen 3D flash memory
Friday 19 February 2021Kioxia and Western Digital jointly announced they have developed their sixth-generation, 162-layer 3D flash memory technology.
Taiwan protective component makers post record January revenues
Friday 19 February 2021Thinking Electronic Industrial, Polytronics Technology and Fuzetec Technology, which make circuit protection components for handsets, notebooks and game consoles, all saw their January...
MLCC material maker PDC sees order visibility extended for 5G applications
Friday 19 February 2021Prosperity Dielectrics Company (PDC), which mainly supplies MLCCs and related ceramic powders, has utilized over 90% of production capacity with clear order visibility extended to...
HDI PCB makers see robust orders for non-handset applications
Friday 19 February 2021HDI PCB manufacturers have enjoyed a strong influx of orders for non-handset applications, with order visibility extended to April-May, allowing them to expect a strong first-half...
Global 5G smartphone shipments to approach 550 million units in 2021
Thursday 18 February 2021Worldwide 5G smartphone shipments are expected to grow drastically to nearly 550 million units in 2021, and supply chain players will benefit as a result, according to market sourc...
Smartphone vendors upbeat about midrange 5G models
Thursday 18 February 2021Smartphone vendors are upbeat about the midrange segment of the 5G phone market which is set to grow robustly in 2021.
Backend houses to thrive on strong demand for 5G, Wi-Fi 6 chips in 2021
Wednesday 17 February 2021Taiwan's IC backend supply chain players are poised to embrace another robust year in 2021 driven by strong demand for 5G and Wi-Fi 6 applications, after logging full capacity utilization...
EMC component demand promising
Wednesday 17 February 2021EMC (electromagnetic compatibility) component demand for high-frequency and high-speed surge protectors and filters has been rising for applications ranging from 5G, AI and automotive...
Competition in 5G mmWave SoC market to heat up in 2H21
Wednesday 17 February 2021MediaTek's recently announced mmWave-enabled M80 5G modem chip is likely to fuel competition in the mmWave SoC solution market in the second half of 2021.
MediaTek sees January revenue soar nearly 80%
Wednesday 17 February 2021Mobile SoC specialist MediaTek saw its January revenue surge nearly 80% from the same period in 2020.
GaAs foundries eyeing sub-6GHz PA market
Tuesday 9 February 2021Taiwan-based III-V compound semiconductor makers are laying the groundwork for ramping up related GaAs products to enhance their presence in the sub-6GHz 5G PA (power amplifier) sector,...
TSMC ecosystem partners set to enjoy strong 1Q21
Monday 8 February 2021TSMC's ecosystem partners based in Taiwan are expected to post strong sales results for the first quarter of 2021, as well as the entire year, buoyed by brisk demand for chips fabricated...
Taiwan IC design houses to embrace strong 1Q21
Monday 8 February 2021Taiwan-based IC design houses are poised to embrace brisk sales in the first quarter of 2021 despite foundry capacity constraints, with first-tier players including MediaTek and Novatek...
5G optical transceiver demand rebounding
Monday 8 February 2021Demand for optical transceiver modules for 5G base station applications has rebounded along with the continued buildups of 5G infrastructure in China, according to sources at the...
Wire-bonding capacity to stay short of demand throughout 2021
Friday 5 February 2021ASE Technology Holding will see its wire-bonding capacity run at full utilization and remain short of demand through the end of 2021, and up to 90% of clients have signed two-year...
Order visibility for passive component materials clear for 3-4 months
Thursday 4 February 2021Taiwan's suppliers of upstream materials for passive components have seen clear order visibility for 3-4 months ahead thanks to a significant ramp-up in demand for MLCCs, chip resistors...
Copper foil makers Co-Tech, Nan Ya keen on capacity expansions
Thursday 4 February 2021As demand has outgrown supply for copper foil needed to support booming 5G infrastructure, automotive and consumer electronics applications, Taiwan's makers including Co-Tech Development...
Win Semi expects PA shipments for 5G handsets to double in 2021
Thursday 4 February 2021GaAs foundry Win Semiconductors expects sales of power amplifiers (PA) for 5G handsets to climb to 30-40% of its total PA revenues in 2021, with shipments for Wi-Fi 6E applications...
Apple takes smartphone AP revenue leadership in 3Q20
Thursday 4 February 2021The global smartphone applications processor (AP) market grew 32% in revenue terms to a record high of US$7.4 billion in the third quarter of 2020, according to Strategy Analytics...
- Apple hiring engineers to develop 6G wireless (Feb 18) - Bloomberg
- Samsung lands foundry orders for Qualcomm 5G modem chips (Feb 17) - BusinessKorea
- Report: T-Mobile winning 5G race in the US, Verizon continues to lead 4G experience (Jan 25) - 9to5Mac.com
- Nokia signs up Google for building cloud-based 5G network (Jan 14) - Reuters
- HP launches two new Dragonfly laptops with 5G and Tile tracking built in (Jan 11) - engadget
- Micron forecasts second-quarter revenue above estimates (Jan 8) - Reuters
- 5G talk will dominate virtual CES 2021 (Jan 6) - CNET
- Huawei to pack less of a punch in the new year after bruising 2020, analysts say (Jan 6) - Reuters
- Qualcomm's Snapdragon 480 brings 5G to even cheaper phones (Jan 4) - engadget
- LG Stylo 7 leaks with refreshed design, 5G model apparently coming (Dec 29) - 9to5Google