Pre-orders for Apple's iPhone 11 series may be better than expected, but components makers in the new smartphones' supply chain remains cautious. PCB makers say their order visibility concerning the iPhone 11 lineup won't clear up until...

PCB manufacturers in the supply chain for Apple's iPhone 11 series are keeping a close eye on the new models' initial sales performance, which will determine their shipment momentum for the remaining months of 2019, but the order visibility will remain vague until early October, according to industry...

Semicon Taiwan 2019 opens today, focusing on cutting-edge technologies, including those concerning 5G and AI, with its forums to feature heavyweight speakers from TSMC, ASE and others.

Huawei is stepping up purchases of IC substrates from its Taiwan-based suppliers, including Unimicron Technology and Nan Ya PCB, according to industry sources.

PCB manufacturer Unitech Printed Circuit Board has seen revenue contribution for rigid-flex board shipments rise from 30% in 2018 to 50% currently, thanks to strong orders for TWS (true wireless stereo) earbuds, mainly AirPods, according to industry sources.

Corning has disclosed it will showcase an expanded range of precision glass substrates and supporting technologies for the semiconductor and consumer electronics industries at Semicon Taiwan.

Components suppliers are naturally eyeing the business opportunities arising from 5G developments, with heat-sink solution providers expecting VC-based cooling solutions to become a mainstream for smartphones in 2020. For PCB makers,...

For PCB makers, especially those based in Taiwan, 5G business opportunities from smartphones may outrace those from base stations as demand for the latter has been dented by slowed construction of the stations in China, according to industry sources.

The US-China trade war is sending many manufacturers fleeing the "world's factory," with many Taiwanese makers relocating production lines to Southeast Asia or returning home. For some notebook brand vendors, Taiwan is a preferred location for producing devices heading for the US market - a preference...

Taiwan PCB supply chain partners for Apple devices will be closely observing the first wave of sales performance for iPhone 11 series, which will directly affect their shipments in the fourth quarter of 2019, according to industry sources.

Tripod Technology has seen its HDI board production lines operate at full capacity, driven by an influx of short lead-time orders, according to the Taiwan-based PCB manufacturer.

IC substrate and PCB manufacturer Unimicron Technology has reported consolidated revenues for August 2019 increased 10.6% sequentially and 7.9% on year to a record high of NT$7.97 billion (US$255.1 million).

PCB maker Apex International expects a relatively weak second half of 2019 due to limited seasonal stimulus and the appreciation of the Thai currency affecting its revenues and profits from operations in Thailand. But the company eyes a significant turnaround starting in the first quarter 2020, when...

Trade disputes between Japan and South Korea will likely result in fundamental changes to both countries' high-tech industry supply chains, while opening the door for enhanced cooperation between the Korean and Taiwanese high-tech sectors, according to Pei-Lin Pai, VP of technology R&D for Winbond...

PCB supplier Compeq Manufacturing has reported strong sales for August driven by increased demand for flex-rigid PCBs from the handset sector as a number of major brands have been keen on launching new flagship models for the second half of 2019.

GaAs foundry Win Semiconductors has reported consolidated revenues of NT$2.09 billion (US$66.6 million) for August 2019, hitting a monthly record for the second consecutive month.

Intel will be joined by more than 800 members of its PC ecosystem partners in Taipei and Shanghai in early September for its Ecosystem Symposium series to share insights into the Intel Project Athena program and discuss future innovation efforts.

Taiwan-based CCL supplier Iteq is gearing up to expand its presence in the high-frequency and high-speed segment seeking to fulfill its long-term goal of outperforming Panasonic in market share, according to industry sources.

Japan-based PCB makers are likely to be further marginalized if Apple's reportedly plans to launch three 5G iPhones all based on OLED technology are realized, according to sources from Taiwan's PCB supply chain.

Taiwanese passive component suppliers have seen inventory approach healthy levels after two to three quarters of correction. But while their third-quarter shipments are expected to be robust, they remain cautious about the last quarter...

Unimicron Technology has maintained its huge capex budgets for 2019 and 2020 are meant to strengthen its IC substrates technology upgrades and production capacity for the emerging 5G and AI applications, rather than just to fulfill requests from specific clients as speculated.

Demand for MLCCs, chip resistors, as well as other passive components, has started picking up substantially, according to industry sources in Taiwan.

Demand for high-frequency and high-speed CCL will rise sharply to support production of multi-layer backboards for AAU (active antenna unit) application at 5G base stations, prompting CCL makers to step up upgrading specs of their products to meet the demand, according to industry sources.

Many IT firms from industries including DRAM and NAND flash and optical fingerprint sensor are optimistic about demand in the second half of 2019, but the same may not go for polarizer makers. DRAM and NAND flash players are expected to see demand...

PCB manufacturer Wus Printed Circuit saw its net profits shoot up over 100% on year in the first half of 2019, thanks mainly to sharp increases in PCB demand for networking equipment, according to company sources.