Highlights of the day: Optimism for memory sector
The trade tensions between Japan and Korea are expected to drive up memory prices, prompting the chip and module vendors to accelerate inventory adjustments, after which they will increase orders for their supply chain partners, including backend...
Taiwan-based memory backend specialists have seen clear order visibility through the fourth quarter of 2019, as they have directly or indirectly tapped into the supply chains of major non-Korea memory suppliers including Toshiba Memory (TMC) and Micron unaffected by Japan's tighter control on exports...
Covestro developing material solutions for 5G devices
Polymer and high-tech materials supplier Covestro is developing innovative material solutions for 5G devices, such as base stations, active antenna units and other equipment, according to company sources.
HeJian halts plan for IPO
HeJian Technology (Suzhou), a chipmaking subsidiary of United Microelectronics (UMC), has halted its plans for an initial public offering on the Shanghai Stock Exchange (SSE).
Taiwan June export orders down
Taiwan received export orders totaling US$38.50 billion in June 2019, decreasing 0.6% sequentially and 0.5% on year, according to the Ministry of Economic Affairs (MOEA).
Highlights of the day: TSMC gearing up for EUV
TSMC plans to increase its capex this year to support chipmaking on 7nm and 5nm processes, demand for which will be mainly driven by 5G applications. During TSMC's migration to even more advanced nodes, EUV will be crucial to cutting...
Taiwan January-June investment in China down 51%
Taiwan's Ministry of Economic Affairs (MOEA) approved 282 projects proposed by local investors looking to invest in China during January-June 2019, with total investment value of US$2.079 billion slipping 51.01% on year due to the US-China trade disputes.
TSMC steps up investment in EUV processes
Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) is stepping up the construction of its new factory site in Tainan, southern Taiwan, while its application to set up another new site designed for processes beyond 3nm in Hsinchu, northern Taiwan has gained government approal, according...
Taiwan-based IC backend supply chain players are optimistic about their performance prospects for the second half of 2019 in line with TSMC's positive outlook about demand for high-end mobile APs from smartphone vendors and high-performance computing (HPC) chips form datacenter operators, according...
TSMC to enter new growth phase in 5G era
Foundry chipmaker TSMC is looking to enter a new phase of growth when 5G commercialization kicks off, market observers believe.
TSMC expects revenue growth through 4Q19
TSMC expects its third-quarter revenues to be driven mainly by growing demand coming from the smartphone and IoT sectors, and believes the fourth quarter will be even stronger thanks mainly to chip demand for smartphones and HPC devices, according to company CFO Lora Ho.
Despite the fact that China's smartphone market is shrinking, Taiwan's semiconductor component suppliers still see a silver lining in the horizon as Chinese smartphone vendors are gearing up efforts to develop 5G-enabled models, according to industry sources.
TSMC expects 18% revenue increase in 3Q19
Taiwan Semiconductor Manufacturing Company (TSMC) expects to post consolidated revenues of between US$9.1 billion and US$9.2 billion in the third quarter of 2019, up about 18% sequentially. Gross margin and operating margin will also climb to 46-48% and 35-37%, respectively.
China-based Bitmain Technologies has reportedly placed around US$300 million worth of orders with TSMC for processing 30,000 wafers on 7nm node amid speculated sharp increase in demand for crypto mining ASICs fueled by the recent rebound of Bitcoin prices, but market observers remain skeptical.
The 2019 global electronic systems market will grow 4% to US$1,680 billion, but the worldwide semiconductor market is expected to drop by 12% this year to US$443.8 billion after exceeding the US$500 billion level for the first time in 2018, according to forecasts by IC Insights.
Highlights of the day: Samsung foundry business sees limited impact fom Japan-Korea trade tensions
The Japan-Korea trade tensions may be hitting Samsung's semiconductor business, but at least its foundry unit should be able to maintain normal operations in the meantime. It has been a bad year for the Korean giant: It has warned that...
Apple has reportedly asked its supply chain partner to supply VCSEL components for use in rear ToF camera lens in its mobile devices to be released in 2020, according to supply chain sources.
ASE Technology Holding has announced it will buy back the stakes of China-based subsidiaries Siliconware Technology (Suzhou) and Suzhou ASEN Semiconductors it has sold to Tsinghua Unigroup, according to company filings with the Taiwan Stock Exchange (TWSE).
Japan's tighter export control on photoresists and two other critical materials used in South Korea's high-tech sector are unlikely to benefit TSMC much given the relatively small scale of Samsung's foundry business. The impact on Samsung's own-brand business will be more substantial, according to...
Chroma, Altair team up for electric vehicle testing
Inspection equipment specialist Chroma ATE has signed a strategic cooperation MoU with Altair Engineering, under which the pair will work together to jointly develop tools for electric vehicle (EV) development and testing, as well as digital twins of e-propulsion testing systems.
Highlights of the day: Intel-AMD rivalry intensifying
Intel may have eased its CPU shortages, but competition from its arch rival AMD is intensifying. Both vendors are set to unveil new top-of-the-line desktop processors in October in a new round of battle between the chip vendors. Meanwhile,...
Intel, AMD to roll out top-end desktop CPUs in October
Intel and AMD are both set to roll out their new top-end desktop processors in October, triggering competition between them in the DIY market segment, according to sources at motherboard makers.
Taiwan backend houses to see Huawei orders pick up
Taiwan-based backend houses and COF substrate suppliers will see orders from Huawei pick up in July or August, according to industry sources.
Foxconn is not satisifed with its role as merely the biggest EMS provider in thew world, as its latest deployments have demonstrated its ambitions in building an ecosystem that includes semiconductor and brand businesses. Meanwhile, some...
Taiwan handsets – 1Q 2019
Taiwan's handset shipments slipped 39.5% sequentially in the first quarter of 2019, while compared to the same quarter a year...
Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run
With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing...
Taiwan LCD monitors – 1Q 2019
Taiwan's PC monitor shipments continued enjoying on-year growth in the first quarter of 2019, rising 5.6%.
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...