IC design, distribution
  • Nvidia reports financial results for fiscal 3Q20
    Nvidia has reported that revenues for fiscal third-quarter 2020 (ended October 27, 2019) reached US$3.01 billion compared with US$3.18 billion a year earlier and US$2.58 billion in the previous quarter.
  • TSMC, UMC to give driver IC designers more capacity support
    While top chip vendors have been keen on securing support from TSMC's cutting edge 7nm and 5nm manufacturing nodes, demand for the foundry house's other processes have also been strong. Now TSMC and its fellow competitor UMC are both set to allocate more of their 12-inch fab capacity to making driver...
  • Intel Nervana NNP-T for AI applications
    Intel has demonstrated its Nervana neural network processors (NNP) for training (NNP-T1000) and inference (NNP-I1000) - Intel's first purpose-built ASICs for complex deep learning for cloud and datacenter customers. Intel also revealed its next-generation Intel Movidius vision processing unit (VPU)...
  • Foxconn Technology Group will step up transforming into a provider of technology services
    Foxconn Technology Group will step up transforming into a provider of technology services by deepening deployments in electric vehicle, smart heath care and robot industries while also strengthening development of core technologies including AI, semiconductor and 5G/6G mobile communications, according...
  • FocalTech managed to return to profitability in the third quarter of 2019
    IC design house FocalTech Systems managed to return to profitability in the third quarter of 2019, ending a streak of three consecutive quarterly losses.
  • Demand for 8K TVs is expected to pick up in 2020
    TSMC and UMC are set to allocate more of their available 12-inch fab capacities for the fabrication of display driver ICs in 2020 to satisfy growing demand for applications such as 8K TVs and 5G smartphones, according to industry sources.
  • Synopsys to acquire certain IP assets from eSilicon
    Synopsys has announced it has signed a definitive agreement to acquire certain IP assets from eSilicon. This acquisition will expand Synopsys' DesignWare Embedded Memory IP portfolio with TCAMs and multi-port memory compilers, as well as its Interface IP portfolio with High-Bandwidth Interface (HBI)...
  • WPG seeks to acquire 30% of WT Micro
    WPG, the largest IC distributor in Asia, has announced plans to acquire an up to 30% stake in fellow company WT Microelectronics at NT$45.80 (US$1.50) per share through open market purchases.
  • The ongoing trade disputes continue to affect negatively China's datacenter market
    The US-China trade war may be hurting the economy of both countries, but as far as the server industry is concerned, the impact on the Chinese market seems greater than that on the US. It may take a few more months before China's server market...
  • Global Unichip and Alchip are both expected to report over 20% sequential increases in fourth-quart
    IC design service providers Global Unichip and Alchip are both expected to report over 20% sequential increases in fourth-quarter revenues, thanks to robust orders for developing ASIC products, according to market sources.
  • TWS earbud chip prices have fallen
    Unit prices for SoC chips used in true wireless stereo (TWS) earbuds have fallen below US$1.50 recently, down from US$2.50-3 in the first quarter of 2019, amid growing presence of major chipset vendors in the maket segment, according to industry sources.
  • Taiwan's niche-type compound semiconductors makers are poised to embrace significant growth momentum
    Taiwan's niche-type compound semiconductors makers including Intelligent Epitaxy Technology (IntelliEPI), Transcom and Global Communication Semiconductors are poised to embrace significant growth momentum in 2020, driven by stronger demand for III-V components including diverse RF and other power devices...
  • 4G is still very much alive and kicking
    There has been much hype about the arrival of the 5G era, but 4G is still very much alive and kicking. Global smartphone sales have slowed down in 2019, but Taiwanese IC designers have seen demand for 4G smartphone chips rebound in the...
  • himax
    Himax Technologies expects its TDDI chip sales to rebound in the first quarter of 2020.
  • mediatek
    MediaTek's 8K digital TV system-on-chip (SoC) manufactured with 12nm technology, the MediaTek S900, has entered volume manufacturing with TSMC, according to the companies.
  • A decline in chip demand for 4G smartphones seems to have bottomed out
    A decline in chip demand for 4G smartphones seems to have bottomed out, according to industry sources in Taiwan.
  • The government will move to strengthen Taiwan's basic research
    The government will move to strengthen Taiwan's basic research by appropriating specific budgets and soliciting international and private-sector resources to support projects, according to the Ministry of Science and Technology (MOST).
  • Huawei has slowed down the pace of orders for Taiwanese chip suppliers in the forth quarter
    Following several months of aggressive inventory build-up in the wake of the US trade ban, Huawei has slowed down the pace of orders for Taiwanese chip suppliers in the fourth quarter, as it conducts year-end stock-taking. But Huawei's order...
  • Silicon Motion Technology expects its share of the global SSD controller segment to reach 40%
    NAND flash controller supplier Silicon Motion Technology expects its share of the global SSD controller segment to reach 40% over the next three years, up from the current 30%, according to company president Wallace Kou.
  • Samsung Electronics is mulling using ToF-based 3D sensing technology for facial recognition
    Samsung Electronics is mulling using ToF-based 3D sensing technology for facial recognition for its upcoming Galaxy Note 11 slated for the second half of 2020, instead of in-display ultrasonic fingerprint sensors used in Galaxy S10 and Note 10 lineups that have been hit by security issues recently,...
  • Taiwan-based IC design houses have seen orders from Huawei slow down recently
    Taiwan-based IC design houses have seen orders from Huawei slow down recently, but remain upbeat that orders from the Chinese vendor will start picking up in the first half of 2020, according to industry sources.
  • Global Unichip is expected to see monthly revenues rebound
    IC design service company Global Unichip is expected to see monthly revenues rebound to over NT$1 billion (US$32.9 million) for both November and December, with revenues for the fourth quarter likely to jump at least 30% sequentially, according to market observers.
  • Novatek expects to post revenues of between NT$15.8 billion and NT$16.3 billion for 4Q19
    LCD driver IC design specialist Novatek Microelectronics expects to post revenues of between NT$15.8 billion (US$519.3 million) and NT$16.3 billion for the fourth quarter of 2019, representing a 2-5% sequential decrease.
  • Server demand to recover in 2020
    Server demand may have been slow in 2019 with clients adjusting inventory, but orders are expected to pick up in 2020. Major suppliers are eyeing different segments for server shipment growth. The year 2020 is promising not just for the...
  • chip
    The share of semiconductor industry capital spending held by the top-5 companies (Samsung, Intel, TSMC, SK Hynix and Micron) is forecast to reach an all-time high of 68% this year, surpassing the previous record high of 67% recorded in 2013 and 2018, according to IC Insights.

China smartphone AP shipments – 3Q 2019

Global server market – 3Q 2019

Global small- to mid-size LCD panel shipment forecast, 2020 and beyond

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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