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Thursday 17 June 2021
PCB makers Apex, Chin-Poon to expand capacity in Thailand
Taiwan-based PCB maker Apex International, with main manufacturing operations in Thailand, plans to invest NT$3.74 billion (US$135.1 million) to build new production lines at its factory site in the Southeast Asian country this year, according to industry sources.
Thursday 17 June 2021
China CE brands promoting GaN fast chargers
China brand vendors such as Xiaomi and Anker have rolled out their GaN-based fast charging devices for consumer technology products, which will be stimulating demand for GaN-on-Si chips, according to industry sources.
Wednesday 16 June 2021
Highlights of the day: Macronix set to sell 6-inch fab
Mask ROM and flash memory maker Macronix is close to striking a deal to sell its 6-inch fab in Taiwan. Tokyo Electron is named as the most likely buyer of the Macronix fab. The notebook sector has been troubled by component shortages for months, but outlook for the notebook market remains robust throughout the year. Taiwan-based diode makers see clear order visibility through the end of the year, thanks to WFH needs and a surge in automotive applications.
Wednesday 16 June 2021
Taiflex, AEM to build new FCCL capacity for smartphone clients
Taiwan-based Taiflex Scientific and Asia Electronic Material (AEM), dedicated to supplying FCCL and other flexible PCB materials, both plan to build additional production lines to satisfy strong demand from their US and China smartphone clients, according to industry sources.
Wednesday 16 June 2021
CCL prices set to stop rising as material cost gains slow down
CCL prices are poised to stop rising and stabilize in the short term as price hikes for main upstream materials including copper foil are showing signs of slowing down, according to industry sources.
Wednesday 16 June 2021
Taiwan diode makers see clear order visibility through end-2021
Taiwan-based power diode suppliers have seen clear order visibility through the end of this year, as coronavirus-induced stay-at-home activities continue to spur demand, coupled with a surge in demand for automotive electronics, according to industry sources.
Wednesday 16 June 2021
Zhen Ding, Flexium see strong 2Q21 on non-handset FPCB shipments
Taiwan's flexible PCB (FPCB) suppliers Zhen Ding Technology and Flexium Interconnect are expected to post robust sales for second-quarter 2021, mainly bolstered by shipments to Apple for non-handset applications, according to industry sources.
Tuesday 15 June 2021
IC materials distributors upbeat about sales in 3Q21
Taiwan's semiconductor materials distributors including Topco Scientific, Wah Lee Industrial, Topco Technologies, and Chang Wah Electromaterials are all upbeat about their sales in the third quarter of the year due to strong demand from both foundry and backend houses and even IC substrate makers, according to industry sources.
Tuesday 15 June 2021
ASC 100: Long-term changes to top 20 suppliers in six Asian countries are worth watching
Countries in Southeast Asia and South Asia stand a chance of becoming rising stars in the midst of supply chain shifts and the move toward shorter supply chains and localization. Four Indian firms and one Indonesian firm entered Digitimes' Asia Supply Chain 100 (ASC100). By region, Tata Motors at No. 22 in ASC100 is the champion in Southeast Asia and South Asia, followed by Indonesia's Astra International (No. 68) and India's Mahindra & Mahindra (No. 69), Maruti Suzuki (No. 74) and Motherson Sumi (No. 89). ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Only six semiconductor companies make top 100, but lead well in average profit and market value
Companies in the "tech products and equipment" and "automotive manufacturing" sectors account for half of the Digitimes' Asia Supply Chain 100 (ASC 100) list, but semiconductor firms well lead the list in both average profit and average market value. ASC 100 is a newly released reseach on Asia's top 100 tech firms. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: TSMC, Samsung lead in market value; semiconductor, EV sectors gaining traction
Benefiting from the US-China tech war and sharp chip shortages following the pandemic outbreak, and with automotive clients competing for foundry capacity support, the entire semiconductor industry is poised to enjoy robust order momentum through 2022, allowing semiconductor stocks to gain traction in the market. TSMC and Samsung Electronics, now the world's only two companies able to commercialize sub-7 nm foundry nodes, have been in a two-horse race for grabbing the crown in the Digitimes' Asia Supply Chain 100 (ASC 100) research, ranking first and second, respectively, by market capitalization in 2020. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Samsung has highest earnings, TSMC best margin
Of the companies in Digitimes' Asia Supply Chain 100 (ASC 100), Samsung Electronics had the highest net income US$22.1 billion in 2020. But TSMC - in third place in overall net income - had the highest net profit margin of 38.7%, way higher than Samsung's 11%. ASC 100 is a new released research on Asia's top 100 tech firms - a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Toyota No. 1 by revenue; half of top 50 with strongest revenue growth are Chinese firms
Digitimes, an Asia-based premium source of tech supply information, has just released its 2021 Asia Supply Chain 100 (ASC100) research results. In terms of 2020 revenue, Japan's Toyota Motor, South Korea's Samsung Electronics and Taiwan's Hon Hai Precision (Foxconn) are the top three in ASC100, a freshly launched research on Asia's top-100 tech firms. The ASC 100 research is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
DDI backend services, materials see order visibility throughout 2021
Display driver IC (DDI) backend specialists ChipMos Technologies and Chipbond Technology, and related COF and COG packaging materials vendors including Niching Industrial have seen clear order visibility through October or even the end of the year, thanks to persistently strong DDI chips demand for handset, TV and other consumer devices, according to industry sources.
Friday 11 June 2021
GaAs IC firms gearing up for smartphone PA shipment pick-up
GaAs IC foundries Win Semiconductors and Advanced Wireless Semiconductor Company (AWSC), and GaAs epi-wafer supplier Visual Photonics Epitaxy Company (VPEC) are gearing up for a seasonal pick-up in shipments for power amplifiers and other RF components for use in smartphones, according to industry sources.
Friday 11 June 2021
HDI PCB makers see order visibility throughout 2021
Taiwan-based HDI PCB makers including Compeq Manufacturing and Tripod Technology have seen clear order visibility throughout 2021, and are expected to sustain full capacity utilization in the second half of the year, according to industry sources.
Thursday 10 June 2021
Unimicron to sustain strong shipments of IC substrates, HDI boards
IC substrate and PCB supplier Unimicron Technology expects to sustain strong shipments throughout 2021, inspired by very clear order visibility for all its major product lines in the months ahead, according to industry sources.
Wednesday 9 June 2021
Fuzetec to sustain full capacity for protective components till October
Taiwan-based Fuzetec Technology, dedicated to offering polymeric positive temperature coefficient (PPTC) thermistors and other circuit protection solutions, is expected to maintain full capacity utilization at least through the end of October to fulfill orders placed for at least four months ahead.
Wednesday 9 June 2021
Aluminum capacitor demand to stay robust
Aluminum electrolyte capacitor demand will stay robust for applications ranging from notebooks, game consoles, servers to automotive electronics, and will continue to outpace supply in the second half of 2021, according to industry sources.
Tuesday 8 June 2021
Yageo, Holy Stone, Ample report increased revenues for May
Passive component vendors and their upstream suppliers including Yageo, Holy Stone and Ample Electronics Technology have all reported revenue growths for May.
Tuesday 8 June 2021
Strong IC substrate shipments continue to buoy Nan Ya, Kinsus
Nan Ya PCB and Kinsus Interconnect Technology continued to see their May sales driven by robust shipments of IC substrates, and are both poised to enjoy a strong 2021, according to industry sources.
Monday 7 June 2021
Highlights of the day: Pandemic heating up in Taiwan IT supply chain
Taiwan's ICT supply chain, especially semiconductor backend houses have seen rising COVID-19 infections among their workers. Around 180 employees of KYEC had been diagnosed for being infected with the coronavirus as of June 5. However, MediaTek is still optimistic about its sales for the second quarter, despite KYEC, a major backend services partner of the chip supplier, had closure of production lines for two days. MediaTek is working closely with KYEC to mitigate the impact. On the other hand, demand for miniLED backlighting boards has been picking up as miniLED-based gaming and creator notebooks have seen rising sales.
Monday 7 June 2021
PCB equipment maker Taliang posts record May sales
Taiwan-based PCB equipment maker Taliang Technology has reported revenues for May 2021 of NT$438 million (US$15.8 million), up 2.3% sequentially and a robust 174.8% on year, and a record high.
Monday 7 June 2021
High-speed copper foil materials demand promising
High-frequency and high-speed copper foil materials demand will be ramping up in the second half of 2021, thanks to replacement demand for servers adopting Intel's new Whitley server processors, according to industry sources.
Monday 7 June 2021
PCB makers eyeing demand for miniLED-backlit gaming, creator notebooks
Taiwan's PCB makers are accelerating their deployments in the miniLED backlighting boards as more non-Apple notebook vendors continue to roll out new miniLED-backlit gaming and creator notebook models, according to industry sources.