IC design, distribution
  • dram
    DRAM supply has already fallen short of demand with the chip shortages worsening. DRAM contract prices are expected to continue rising in second-quarter 2021. The coronavirus pandemic has decimated many industries, but the semiconductor...
  • semi
    The emerging 5G, HPC, AI and automotive applications will be driving the global semiconductor market growth in 2021 and over the next several years, according to Clark Tseng, director of Industry Research and Statistics at SEMI.
  • smic
    The US trade ban may be blocking SMIC from advancing its semiconductor manufacturing processes, but the China foundry is looking to expand its presence in the mature node segments amid industry-wide tight capacity. Qualcomm...
  • phone
    About 795.7 million smartphone application processors will be shipped to China-based handset vendors in 2021, up 12.2% on year, forecasts Digitimes Research.
  • qualcomm
    Qualcomm reportedly has extended the delivery lead times for its mobile chips as the global semiconductor supply chain remains under pressure amid tight capacity, according to industry sources.
  • Backend houses enjoy surge in orders demanding mature packaging processes
    Rising foundry and backend quotes are prompting IC design houses to make efforts to pass on higher production costs to customers, according to industry sources in Taiwan.
  • dram
    Memory-IC design house Elite Semiconductor Memory Technology (ESMT) has reported net profit surged over 50% sequentially and 100% on year to NT$139 million (US$4.99 million) in January 2021, driven by a rally in specialty DRAM prices. EPS for the month came to NT$0.48.
  • ic
    Worldwide sales of semiconductors reached US$40 billion in January 2021, rising 13.2% on year and about 1% sequentially, according to SIA.
  • Demand from Apple has eased
    TSMC has prioritized expanding 12-inch fabs over 8-inch ones, and it may be easier for the foundry house to squeeze in extra orders from some clients its 12-inch fabs in the second quarter, according to industry sources.
  • tsmc
    TSMC 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 process is expected hike by one third in second-half 2021...
  • phison
    Phison Electronics, which specializes in flash storage devices and controller ICs, has put increased focus on enterprise, automotive and industrial applications while lowering sales generated from the consumer electronics sector as a proportion of company revenue to 30%.
  • MediaTek gains sufficient support from TSMC
    MediaTek has obtained sufficient 6nm and 7nm process capacity at TSMC, which will allow the mobile SoC specialist to boost its 5G chip shipments in 2021, according to industry sources.
  • ic
    IC manufacturing capacity has been tight, resulting in chip shortages that some expect to last into 2020. Shortages amid strong demand are sending product prices up - one of those being MOSFET...
  • MOSFET price outlook upbeat
    China-based power MOSFET and other power device suppliers have already raised their quotes by 10-15% recently amid tight foundry capacity, and will make another upward price adjustments, according to industry sources.
  • miniled
    Macroblock has developed miniLED backlighting driver ICs and is likely to begin volume shipments for such driver ICs for use in tablets, notebooks, gaming monitors and TVs in second-half 2021, according to company chairman Yang Li-chang.
  • Silicon Motion upbeat about 2021 revenue outlook despite foundry capacity constraints
    Foundry and backend capacity constraints resulting in a global shortage of semiconductors will likely persist through 2022, according to Silicon Motion Technology, a Taiwan-based NAND flash device controller specialist.
  • Silicon Motion
    Flash device controller IC company Silicon Motion Technology held a groundbreaking ceremony on February 24 for its new headquarters in northern Taiwan.
  • foundry
    Unusually 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 Park, including TSMC, have started buying truckloads...
  • qualcomm
    Qualcomm will continue to fabricate its next-generation 5G mobile chip, tentatively dubbed Snapdragon 895, at Samsung Electronics built using an upgraded 5nm process, but may switch to TSMC in 2022 using its 4nm process, according to industry sources.
  • airoha
    Bluetooth and Wi-Fi chipmaker Airoha Technology has terminated a plan to acquire fellow PHY transceiver and media controller IC vendor IC Plus, as the latter's shareholders have decided to waive the planned acquisition project.
  • Holtek president Gordon Gau
    MCU specialist Holtek Semiconductor is optimistic about its sales and profits in 2021 and beyond, as the company has seen its order visibility extend into 2022, according to company president Gordon Gau.
  • tsmc
    The 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 those in Taiwan, may be a way for IDMs to diversify...
  • semi
    Billings among North American manufacturers of semiconductor production equipment topped US$3 billion in January 2021, according to SEMI.
  • mediatek
    Having 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, according to industry sources.
  • ic
    Taiwan-based IC design houses backed by large-scale and well-established parent companies, such as LCD driver IC firms Fitipower Integrated Technology and Raydium Semiconductor, will be more capable of mitigating the impact of increasingly tight capacity at foundries in 2021, according to market sou...

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