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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.