The supply of 8-inch wafer fabrication services remains tight, due to robust demand for fingerprint-on-display (FoD) solutions, CMOS image sensors and power management ICs, according to sources at backend houses.
Huawei places more chip orders with China fabs
Huawei has placed more chip orders with fabs in China, including TSMC's 12-inch wafer plant in Nanjing and SMIC's facilities, over the past half year, according to industry sources.
GF, GlobalWafers sign deal for 300mm SOI wafers
Specialty foundry Globalfoundries and GlobalWafers, among the world's top-3 silicon wafer producer, have signed a memorandum of understanding (MOU) to develop a long-term supply agreement for 300mm silicon-on-insulator (SOI) wafers, according to the companies.
Taiwan January manufacturing production index down
Taiwan recorded manufacturing production index (2016 as base year) of 106.67 for January 2020, decreasing 10.45% sequentially and 1.28% on year, according to the Ministry of Economic Affairs (MOEA) on February 24.
The coronavirus outbreak may have created a temporary set in the development of 5G in China, but Digitimes Research believes construction of 5G infrastructure is a long-term bid that that will not be derailed. In fact, Taiwan's semiconductor...
China-based XMC reportedly scales down output for 1Q20
Twelve-inch foundry Wuhan Xinxin Semiconductor Manufacturing (XMC) has reportedly scaled down its chip output amid the coronavirus outbreak.
Taiwan's semiconductor supply chain players are bracing for stricter trade restrictions being mulled by the US against Huawei, which could create even worse impacts than those brought by the coronavirus outbreak, according to industry sources.
VIS expects coronavirus impact to be short-lived
Eight-inch foundry Vanguard International Semiconductor (VIS) has seen clear order visibility through the end of March, with no substantial shifts in customer orders despite the ongoing coronavirus outbreak.
Samsung Electronics has announced that its new cutting-edge semiconductor fabrication line in Hwaseong, Korea has begun mass production.
Everyone in the ICT sector had expected the 5G era to get off to a flying start in 2020 when the coronavirus hit. Major players continue to make deployments for 5G, but cannot be sure when the momentum will actually pick up. Now Taiwan-based chip vendor MediaTek,...
Semiconductor equipment billings drop on-month
Billings among North American manufacturers of semiconductor production equipment dropped 5.9% sequentially in January 2020, according to SEMI.
Mobile device testing and certification service company Sporton International is expected to regain its revenue growth momentum in 2020 from growing 5G applications after experiencing a lackluster year in 2019.
USI may enter backend supply chain of AirPods Pro series
Taiwan-based Universal Scientific Industrial (USI), a unit of ASE Technology, is likely to obtain system-in-package (SiP) orders for AirPods Pro Lite, which may also benefit Taiwanese makers of SiP substrates, according to industry sources.
Demand for AMD 7nm EUV processors remains strong
Demand for AMD's new 7nm EUV processors remains robust, with development projects for the chips commenced by PC, motherboard and graphics card makers this year set to be 10-20% higher than the levels in 2019, according to industry sources.
Taiwan January export orders drop
Taiwan received export orders totaling US$35.31 billion in January 2020, decreasing 19.4% sequentially and 12.8% on year, according to the Ministry of Economic Affairs (MOEA).
Over 10,000 employees have not yet returned to plants at three major Chinese backend service firms JCET, Tongfu Microelectronics and Tianshui Huatian Technology in the wake of the coronavirus outbreak, which may affect their shipments to clients although their capacity utilization rates range from...
ST, TSMC team up for GaN devices
STMicroelectronics and TSMC are collaborating to accelerate the development of gallium nitride (GaN) process technology and the supply of both discrete and integrated GaN devices to market. Through this collaboration, ST's products will be manufactured using TSMC's GaN process technology, according...
Highlights of the day: AUO focuses on 8K panels
Taiwan-based panel maker AUO suffered heavy losses in 2019, but shipments of large-size niche applications gew sharply during the year. AUO now is banking on 8K large-size panels to rejuvenate its business in 2020. For many, 8K displalys...
Many IC companies are now designing high-performance microprocessors, application processors, and other advanced logic devices based on 10nm and 7nm process technology, according to IC Insights.
Taiwan MOSFET firms striving for capacity support
Taiwan-based MOSFET chip specialists, which ship mainly to PC and notebook application segments, are striving for capacity support from their foundry partners particularly 6-inch ones, according to industry sources.
Tainergy to produce SiC wafers
Solar cell maker Tainergy Tech will step into production of silicon carbide (SiC) wafers used to make high-voltage power devices, according to company chairman Frank Hsieh.
Electronics manufacturing operations in China are facing mounting risks of operating losses in the first quarter, as low labor return rates, poor capacity utilization, and shortages of upstream components are denting their revenues while logistics and components costs are mounting, according to industry...
Qualcomm has newly unveiled the world's first 5nm 5G modem-RF system, the Snapdragon X60, to be paired with its latest, third-generation 5G mmWave antenna module, QTM 535, with Taiwan's major OSAT firm ASE Technology Holding set to enter the backend supply chain for both new offerings, according to...
Taiwan foundries to see orders shifted from China
The coronavirus outbreak has had an adverse impact on China's foundry industry supply chain, with local foundries particularly 8-inch ones likely to see customer orders shifted to their Taiwan-based counterparts, according to industry sources.
The semiconductor industry appears to have escaped the direct impact of the coronavirus crisis so far, but the market is likely to suffer the repercussions as the outbreak slows or suspends production among electronics manufacturers, according to Omdia.
China smartphone market and industry (outbreak updates) – 4Q 2019
The coronavirus outbreak has resulted in labor shortage and shipment disruption in China's supply chain.
Taiwan small- to mid-size LCD panels – 4Q 2019
The fourth quarter of 2019 was a traditional slow season for the small- to medium-size panel industry, but Taiwan's shipments...
Global tablet market – 4Q 2019
Global tablet shipments amounted to 43.23 million units in fourth-quarter 2019 as white-box vendors had excess inventory, causing...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...
Mini/micro LED: Challenges and opportunities in the display industry
Mini LEDs and micro LEDs are expected to become improved backlighting solutions that can significantly enhance displays' quality...
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...