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IC manufacturing
  • 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...
  • memory
    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...
  • 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 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 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).
  • 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'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.
  • xxx
    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...
  • TSMC's positive outlook for the rest of 2019 has lifted the cloud over the semiconductor supply chain. For passive component makers, business improvements may not come right away, but they are banking on 5G...
  • 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...
    Foundry chipmaker TSMC is looking to enter a new phase of growth when 5G commercialization kicks off, market observers believe.
  • TSMC
    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
    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.
  • 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
    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).
  • samsung
    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...
  • 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.
  • 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 top-end desktop platforms to clash 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-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...

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