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Monday 10 May 2021
Highlights of the day: UMC adjusting foundry quotes
Tight capacity and strong demand have been sending foundry service quotes rising. UMC has plans to raise its 28nm process quotes by almost 13% in July, and will adjust them upwards again in first-quarter 2022. MediaTek has received sufficient support from TSMC, and the chip vendor is also looking to employ the foundry house's advanced InFO_PoP packaging technology for new handset chips. Notebook panel prices have also been rising, and the upward pricing trend is expected to continue through the end of 2021.
Monday 10 May 2021
Memory price rally boosts ESMT profit in 1Q21
Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) saw its net profit climb over 100% on both sequential and on-year bases to NT$645 million (US$23.22 million) in the first quarter of 2021.
Monday 10 May 2021
Phison sees revenue boom
NAND flash device controller and module supplier Phison Electronics saw its cumulative 2021 revenue through April increase about 9% on year to NT$17.98 billion (US$647.5 million), higher than those generated during the same period in previous years.
Monday 10 May 2021
MediaTek looking to use TSMC InFO_PoP for handset APs
MediaTek is developing new flagship handset SoCs with performance specs comparable to Apple's A series APs for iPhones, and may also adopt TSMC's advanced InFO_PoP packaging technology for the new chips, according to industry sources.
Friday 7 May 2021
Highlights of the day: Negative factors from IC shortages begin to show
Because of worsening shortages of ICs and components, downstream ICT product makers are expected to decelerate their paces in specs upgrades for their new products as their upstream partners will not have enough capacity to support them. Meanwhile the issue will also constrain MCU vendors' revenues as they are experiencing longer delivery lead times from their foundries and backend service providers. As demand from cryptomining applications remains strong, many chip vendors have turned to adopt BT substrates for cryptomining chips as ABF substrates are currently having serious shortages.
Friday 7 May 2021
Winbond posts profit hike in 1Q21
Specialty DRAM and flash chipmaker Winbond Electronics has reported net profits jumped 350% sequentially to NT$1.59 billion (US$56.8 million) in the first quarter, with EPS reaching a 10-quarter high of NT$0.40.
Friday 7 May 2021
Chips shortages to slow down specs upgrades for new offerings in 2H21
As shortages of ICs and other components are expected to worsen further in the peak season, downstream system makers are expected to slow down specs upgrades for their new offerings set for launch in the second half of the year, according to industry sources.
Friday 7 May 2021
AboCom sees clear order visibility for next 5 months
Wireless networking solution provider AboCom System has seen clear order visibility for the next five months, encouraging it to negotiate higher prices with customers, according to the company.
Friday 7 May 2021
Longer production lead times to constrain revenue growth at MCU vendors
Taiwan's MCU vendors will see their revenue growth momentum constrained in the short term by extended delivery lead times at foundry and backend houses, although they have abundant orders in hands, according to industry sources.
Friday 7 May 2021
Worldwide semiconductor revenue to grow 13% in 2021 despite chip shortage
Worldwide semiconductor revenues are forecast to surge 12.5% to US$522 billion in 2021, driven by continued-robust growth in consumer, computing, 5G and automotive semiconductors, according to IDC.
Friday 7 May 2021
Novatek, Himax set to post record 2Q21 revenues
Display driver IC specialists Novatek Microelectronics and Himax Technologies both expect to see their second-quarter revenues hit another record-high levels.
Friday 7 May 2021
Silicon Motion raises sales guidance for 2021
Memory device controller supplier Silicon Motion Technology has raised its revenue outlook this year, after posting record-high revenues for the first quarter.
Thursday 6 May 2021
Highlights of the day: Foxconn-Yageo JV targets small ICs
EMS giant Foxconn, taking a step further in its transformation, has formed a joint venture with passive component maker Yageo for the development and sales of what they call "small ICs" - semiconductor chips with ASP lower than US$2.00. Meanwhile, TSMC has seen orders from Bitmain pick up for 5nm chips used in cryptomining. TSMC is also expected to make 6nm processors for Sony's redesigned PS5 games console.
Thursday 6 May 2021
Realtek posts record 1Q21 profit
Networking IC design specialist Realtek Semiconductor saw its net profit climb to a record high for the fourth consecutive quarter in the first quarter of 2021.
Thursday 6 May 2021
Foxconn, Yageo to form semiconductor JV
Foxconn (Hon Hai) Technology Group and Yageo have announced plans to form a joint venture for the development and sale of semiconductors.
Thursday 6 May 2021
Suppliers to gear up for PS5 redesign
Suppliers including foundry TSMC are expected to kick off production for the redesign of Sony's PlayStation 5 (PS5) games console between the second and third quarters of 2022, according to industry sources.
Thursday 6 May 2021
Samsung to regain top semiconductor supplier ranking in 2Q21, says IC Insights
Driven by a resurgent memory market and relatively flat sales results from Intel, IC Insights believes that Samsung will again replace Intel as the leading semiconductor producer beginning in the second quarter of this year.
Wednesday 5 May 2021
Highlights of the day: White-box server demand growing fast
Demand for white-box servers from datacenter operators has been growing fast, with Taiwanese ODM's shipments already accounting for more than one third of the world's total server shipments in 2020, according to Digitimes Research's latest Server Tracker quarterly report. Earlier this year, foundry house VIS set its 2021 capex budget at NT$5 billion, a sharp increase from last yea's level. Now it has raised the capex budget further to NT$8 billion to fund its capacity expansion. With persistently strong demand for ICs, silicon wafer supplier GloabalWafers expects sales momentum to remain robust through 2023.
Wednesday 5 May 2021
Driver IC backend capacity utilization unstable
Display driver IC (DDI) backend specialists Chipbond Technology and ChipMOS Technologies have seen unstable capacity utilization for processing small- to medium-size applications due mainly to unstable wafer shipments from chip designers, according to industry sources.
Wednesday 5 May 2021
Taiwan IC design houses bracing for strong sales in 2Q21
Taiwan-based IC design houses are bracing for a robust second-quarter 2021, fueled by persistently strong demand along with rising chip prices, according to industry sources.
Wednesday 5 May 2021
Global 1Q21 semiconductor sales grow 3.6%, says SIA
Worldwide sales of semiconductors totaled US$123.1 billion during the first quarter of 2021, up 3.6% sequentially and 17.8% from a year earlier, according to SIA.
Tuesday 4 May 2021
Highlights of the day: Packaging materials in severe shortage
Backend service providers face as much as a 50% shortage of packaging materials from until June as a result of production issues at Japanese suppliers. MediaTek is prioritizing shipments for 5G chips, telling its Chinese handset clients that it is cutting output for 4G offerings amid tight foundry supply. Despite tight foundry capacity, TSMC has promised more support for the car industry. Demand for automotive chip probing services is expected to stay brisk throughout the year.
Tuesday 4 May 2021
Silicon wafer shipments edge higher in 1Q21 to set new record, SEMI reports
Worldwide silicon wafer area shipments increased 4% sequentially to a record high of 3.337 billion square inches in the first quarter of 2021, according to SEMI.
Tuesday 4 May 2021
MediaTek to scale down 4G mobile chip shipments
MediaTek has notified its China-based smartphone clients that it will scale down shipments of 4G chips in 2021 due to tight capacities at foundry houses, according to industry sources.
Tuesday 4 May 2021
Automotive chip probing demand to stay robust through end-2021
Wafer probing service providers have seen the visibility of orders for automotive chips extended to the end of 2021, as TSMC has committed capacity support to chip vendors, according to industry sources.