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Friday 16 April 2021
Highlights of the day: TSMC steps up car chip production
The carmaking industry has been plagued by components shortages for months, but TSMC says its supply of automotive chips to clients should start to improve in second-quarter 2021. But the automotive chip shortage is a structural problem where cars need more electronic components, intensifying competition between carmakers and IT firms for foundry support. And at Samsung, tight in-house foundry capacity as a result of a previous power outage hitting one of its fabs in the US is sending the Korean giant looking to outsource some of its chip production.
Friday 16 April 2021
Samsung reportedly looking to outsource memory controller production
Samsung Electronics is looking to outsource the production of its memory controllers amid tight capacity at its own foundry, according to market sources.
Thursday 15 April 2021
ICs play bigger role in Taiwan exports
ICs accounted for a record-high 35.5% of Taiwan's total exports in 2020, indicating Taiwan-based chipmakers are increasingly critical to the country's economy, according to Digitimes Research.
Wednesday 14 April 2021
US companies hold 55% of worldwide IC market in 2020, says IC Insights
US companies held a 50% share of total IDM sales and a 64% share of fabless sales worldwide in 2020, capturing 55% of total IC sales worldwide last year, according to IC Insights.
Wednesday 14 April 2021
Global semiconductor equipment sales hit record high in 2020, says SEMI
Worldwide sales of semiconductor manufacturing equipment surged 19% from US$59.8 billion in 2019 to a new all-time high of US$71.2 billion in 2020, according to SEMI.
Tuesday 13 April 2021
Worldwide semiconductor revenue logs 10.4% surge in 2020, says Gartner
Worldwide semiconductor revenue totaled US$466.2 billion in 2020, an increase of 10.4% from 2019, according to Gartner.
Monday 12 April 2021
ESMT expects gross margin to rise above 20% in 1Q21
Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) has reported March revenue hit a record high of NT$1.91 billion (US$67.1 million), and expects its gross margin to rise above 20% in the first quarter of 2021.
Monday 12 April 2021
VIS reports record 1Q21 revenue
Taiwan-based Vanguard International Semiconductor (VIS), an 8-inch foundry for specialty ICs, saw its first-quarter revenue increase 5.3% sequentially to a record high of NT$9.18 billion (US$322.4 million).
Monday 12 April 2021
Nanya posts profit hike in 1Q21
Taiwan-based DRAM maker Nanya Technology has reported net profit hiked 192.7% sequentially to NT$2.71 billion (US$95 million) in the first quarter of 2021. EPS for the quarter came to NT$0.88.
Friday 9 April 2021
IC and material distributors to embrace strong profit growth in 2021
Taiwan-based IC and material distributors are expected to see their profit growths this year outperform revenue increases, as shortages of IC parts and materials are sending prices up, according to industry sources.
Thursday 8 April 2021
Taiwan fab toolmakers see order visibility extended to 2023
Taiwan-based fab toolmakers are set to join their international bigger peers to gain from higher capital spending among major foundries from 2021 through 2023, judging from their order visibility already extended to 2023, according to industry sources.
Thursday 8 April 2021
Highlights of the day: Chinese phone vendors developing own 5G chips
MediaTek and Qualcomm may be the dominant players in the 5G smartphone SoC sector, but Chinese phone vendors Oppo and Xiaomi are mounting a challenge by developing their own chips. Shortages plaguing the semidoncutor industry are sending firms scrambling for supply. NOR flash chipmakers say that more of their clients are now willing to strike long-term supply contracts. For backend firms, demand from MCU clients remains robust.
Thursday 8 April 2021
NOR flash chipmakers see more customers eager for long-term deals
Taiwan-based NOR flash chipmakers have seen more of their clients eager to strike long-term supply agreements, according to industry sources.
Thursday 8 April 2021
Semiconductor units forecast to exceed 1 trillion devices in 2021
Total semiconductor shipments including shipments of ICs as well as optoelectronics, sensor/actuator and discrete (O-S-D) devices are forecast to rise 13% to a record high of 1.135 trillion units in 2021, according to IC Insights. It would mark the third time that semiconductor units have surpassed one trillion units in a calendar year - the first time being in 2018.
Wednesday 7 April 2021
Nanya sees 1Q21 revenue hit 10-quarter high
DRAM chipmaker Nanya Technology saw its revenue hit a 10-quarter high of NT$17.73 billion (US$622.3 million) in the first quarter of 2021.
Tuesday 6 April 2021
Highlights of the day: Flexible AMOLED shipments to grow
Handset vendors are expected to launch more foldable devices with AMOLED screens this year. Global shipments of flexible AMOLED panels for foldable devices are expected to reach 12 million units in 2021. In the handset market, where sales have been recovering, MediaTek stands a good chance of becoming the world's number-one vendor of mobile SoCs in 2021. In the semiconductor sector, backend firms expect demand for speciality DRAM to stay robust through third-quarter 2021.
Tuesday 6 April 2021
Backend firms to see robust demand for specialty DRAM through 3Q21
Backend houses including Powertech Technology (PTI) and ChipMOS Technologies have seen demand for specialty DRAM chips surge in the last 1-2 months, and are expected to enjoy robust demand for the memory through the third quarter of this year, according to industry sources.
Tuesday 6 April 2021
Global semiconductor sales rise in year in February
Worldwide sales of semiconductors came to US$39.5 billion in February 2021, rising 14.7% on year but down a slight 1% sequentially, according to SIA.
Thursday 1 April 2021
PCB maker Zhen Ding keenly exploring non-handset applications
Taiwan's leading PCB vendor Zhen Ding Technology has been diversifying its target markets to rely less on handset applications, with the efforts set to bear fruit starting 2021.
Thursday 1 April 2021
Team Group posts profit hike on record revenue in 2020
Memory module house Team Group saw its net profit jump more than tenfold on year to NT$141 million (US$5 million) in 2020, with revenue hitting a record high of NT$7.5 billion. EPS for the year came to NT$2.06.
Wednesday 31 March 2021
EV industry bracing for long-term growth
Despite the pandemic-induced impacts, global electric vehicle (EV) shipments reached as high as 2.5 million units in 2020 - an achievement that has encouraged governments in advanced economies to accelerate policy formation that will be favorable to the advancement of the EV industry, according to industry experts.
Tuesday 30 March 2021
Highlights of the day: TSMC fast advancing manufacturing processes
TSMC is fast advancing its manufacturing processes. The foundry house's N4 - an extension of its 5nm process family - will be available for volume production in fourth-quarter 2021 ahead of its original scheduled. Supply constraints have been haunting many industry sectors for months, and Macronix expects NOR flash supply to stay tight for the next two years. In the display sector, Corning has announced price hikes for its glass substrates starting second-quarter 2021 to reflect increasing production costs and expenses.
Tuesday 30 March 2021
PC DRAM prices to rise 13-18% in 2Q21, says TrendForce
PC DRAM contract prices, which has grown 3-8% in the first quarter, are forecast to register another sequential growth of 13-18% in the second quarter, according to TrendForce.
Tuesday 30 March 2021
NOR flash supply to stay tight in next 2 years, says Macronix chair
The ongoing tight supply of NOR flash chips will likely persist over the next two years, according to Miin Wu, chairman for Macronix International.
Friday 26 March 2021
DRAM contract prices to rise further in 2Q21
DRAM contract prices will register a larger sequential rise in the second quarter after rising 5-10% in the first quarter, according to industry sources.