TSMC has plans to allocated US$25-28 billion in capex for 2021, with over US$15 billion of the foundry house's record budget to be spent on advancing its 3nm process node. The foundry has disclosed that it is on track to move its 3nm...
Taiwan-based PCB equipment maker Taliang Technology has seen its production capacity fully booked through late third-quarter 2021, and will manage to flexibly adjust its production workforce and shipment schedules to accommodate more orders, according to company sources.
WinWay breaks ground for new plant in southern Taiwan
WinWay Technology, a dedicated supplier of IC test interface solutions, has recently broken ground for a new plant in Kaohsiung, southern Taiwan.
Taiwan PCB output value hits record high in 2020
The output of Taiwan's PCB industry grew 5.6% on year to a record high of NT$667.2 billion (US$23.83 billion) in 2020, bolstered by pandemic-induced stay-at-home economy in most of the year as well as robust shipments for new iPhones and automotive electronics in the second half, according to Taiwan...
Polytronics Technology (PTTC) has seen orders placed by China-based smartphone vendors ramp up substantially since the first quarter of 2021, according to the Taiwan-based protective component maker.
Highlights of the day: Bright outlook for TSMC
TSMC has reported strong sales and profits for 2020, and the world's top pure-play foundry house expects to post another record revenue for first-quarter 2021. Tight foundry supply is creating shortages in the IC supply chain, and
HDI PCB manufacturers have seen a significant ramp-up in orders from Oppo, Vivo and Xiaomi, who are seeking sufficient supply of components to support their expansion in the China handset market in 2021, according to industry sources.
Automotive PCB makers guardedly optimistic about 2021
Taiwan-based automotive PCB makers including Chin-Poon Industrial, Unitech and Dynamic Electronics are guardedly optimistic about their sales prospects this year after seeing revenues decline in 2020, and they expect shipments particularly for EVs and high-end automotive electronics modules to be driven...
Fire strikes Walsin MLCC plant in China
A fire broke out at Taiwanese passive component maker Walsin Technology's factory site in Dongguan, China on January 13, but the company estimates no material impact from the accident.
Five big acquisition announcements and more than a dozen smaller deals in 2020 pushed the total value of M&A agreements in the year to an all-time high of US$118 billion, surpassing the previous record of US$107.7 billion reached in 2015, according to IC Insights.
Along with fast growing demand for compound and Si-based ICs used in automotive sensor modules, Taiwan-based GaAs epitaxial wafer makers WIN Semiconductors, Advanced Wireless Semiconductor and Visual Photonics Epitaxy as well as IC packaging/testing service providers Advanced Semiconductor Engineering...
Major China MOSFET supplier raises prices
China Resources Microelectronics (CR Micro) has notified its clients based mainly in China about price hikes for all its power semiconductor products, including MOSFET and IGBT components, starting this year, according to market sources.
Taiwan's PCB supply chain is poised to embrace a new wave of growth momentum in 2021 from Intel entering volume production of its latest 10nm Ice Lake Xeon scalable server processors in the first quarter of 2021, according to industry sources.
Unimicron posts record revenues for 2020
PCB and IC substrate supplier Unimicron Technology has reported its 2020 revenues spiked 6.5% on year to a new high of NT$87.89 billion (US$3.14 billion) mainly driven by strong shipments of high-end ABF substrates and HDI boards.
Taiwan's III-V IC firms including GaAs foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC) as well as epi-wafer suppliers Visual Photonics Epitaxy (VPEC) and Intelligent Epitaxy Technology (IntelliEPI) are expected to sustain high capacity utilization in 2021, as 5G handset sales...
Semiconductor equipment and materials distributors including Wah Lee Industrial and Niching Industrial have seen clear order visibility for specialty chemicals, equipment components, substrates and packaging materials through first-half 2021, bolstered by strong demand for foundry and packaging services,...
PCB manufacturers Compeq Manufacturing and Tripod Technology have both seen strong HDI PCB shipment pull-ins from clients for handset, notebook and automotive applications, and are set to post strong sales results for first-quarter 2021.
PCB maker Apex scores record revenues in 2020
Taiwan's PCB maker Apex International, with main manufacturing operations in Thailand, has reported its 2020 revenues rose 13.92% on year to a record high of NT$11.833 billion (US$422.61 million), and expects to gain further growth momentum from new orders and multiple applications in 2021.
Topco Technologies, which distributes and sells silicone materials for Japan's Shin-Etsu Chemical, has expressed optimism about its shipment will ramp up steadily in 2021 on growing demand for 5G, datacenter, and EV applications.
FCCL makers optimistic about 2021 shipments
Taiwan's flexible copper clad laminate (FCCL) suppliers Taiflex Scientific and ThinFlex are optimistic about shipment prospects for 2021, bolstered by significant application momentum for new Apple devices, smart speakers, notebooks and more, according to industry sources.
TSMC is expected to allocate a record capex budget for 2011 as it fast advances its manufacturing processes. The foundry house's equipment and material suppliers will as a result see strong sales for the year. Taiwan's FPCB...
Chip suppliers including fabless chipmakers and IC distributors continue to see their downstream clients stockpiling, while encountering tight capacity at upstream foundries, according to industry sources.
Chilisin Electronics has seen order visibility for molding chokes extended to more than four months, and is also expected to ramp up its shipments of LTCC (low temperature co-fired ceramics) components quarter by quarter in 2021, according to industry sources.
Taiwan's flexible PCB makers in the supply chain of Apple devices have posted hefty on-month revenue gains for December 2020 thanks to strong shipments supporting hot sales of iPhone 12 series and the vendor's launch of new devices in the fourth quarter, according to industry sources.
IC substrate suppliers Nan Ya PCB and Kinsus Interconnect Technology both saw their fourth-quarter 2020 revenues hit the year's peak, bolstered by higher prices offered by clients to scramble for more capacity support after a fire hit Unimicron's plant in northern Taiwan in late October, according...
While many might be deterred by the hefty costs of starting a semiconductor company, there are still...
Key components news coverage
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...
Taiwan LCD monitors – 3Q 2020
Taiwan's PC monitor shipments in the third quarter of 2020 grew 6.9% sequentially and 4.1% on year.
Taiwan LCD TVs – 3Q 2020
Taiwan's TV shipments arrived at 8.46 million units in the third quarter of 2020, up 34.7% sequentially and up 11.9% on year.
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...