Light guide plate supplier Global Lighting Technologies (GLT) expects its revenues to expand by 10-15% in 2021, bolstered by growing shipments across its product lineups.
Apple's supplier of backlight-use miniLED for the vendor's upcoming 12.9-inch iPad Pro will see shipments pick up later in April 2021, according to industry sources.
Networking device maker Arcadyan Technology expects its revenues to hit a new high in 2021, driven mainly by its enhanced product and customer portfolios despite the adverse impacts of rising production costs resulting from component shortages.
Government-sponsored Industrial Technology Research Institute (ITRI) will in 2021 begin a project aiming to form an ecosystem in southern Taiwan for compound semiconductor-based automotive power electronics, according to Wu Cheng-wen, senior vice president for ITRI.
Teco Electric & Machinery has acquired a 25% stake in ZEPT, a Taiwan-based startup that develops powertrain modules used in electric vehicles (EVs), for cooperation in developing EV-use power systems and tapping corresponding markets.
Nvidia CEO Jensen Huang has unveiled the company's latest innovations covering autonomous machines, AIs, chips, supercomputers and software during his presentation at GTC 2021.
Lithium-ion polymer battery maker SYNergy ScienTech has disclosed it will expand monthly production capacity for soft-package batteries by 25% to 4.77 million units, and button cells from 150,000 to 450,000 units in third-quarter 2021.
Notebook ODMs remain optimistic about shipments in the second quarter of 2021, but are aware that the ongoing chip and component shortages may constrain their shipment growth during the quarter.
Power supply and energy management solution provider Delta Electronics has reported consolidated revenues of NT$27.026 billion (US$952 million) for March, the highest-ever monthly figure.
TSMC is scheduled to hold its investors' conference later this week. Market observers speculate that the foundry house may disclose plans to revise upward its capex budget for 2021, judging from the fact TSMC has recently vowed to spend US$100 billion on capacity expansions in the next three years. ODMs Quanta Computer and Compal Electronics are optimistic about their notebook shipment growths in second-quarter 2021, but remain wary of components shortages undermining their shipments for full-year 2021. Shortages of audio+LAN chips from Realtek have been described as one of the major factors stalling production for many end-market devices, including Chromebooks.
The short supply of automobile-use Ethernet chips from Taiwan-based Realtek Semiconductor is unlikely to result in significant impacts on the global automotive supply chains, according to industry observers.
Network and communication IC supplier Realtek Semiconductor reportedly is currently unable to fulfill its orders for audio+LAN chips from a number of clients, affecting the production of end-market devices such as Chromebooks, according to industry sources.
Taiwan recorded exports totaling US$35.89 billion in March 2021, the highest-ever monthly level with growths of 29.1% sequentially and 27.1% on year, while the imports reached US$32.23 billion, also a monthly record, growing 38.4% sequentially and 27.0% on year, according the Ministry of Finance (MOF).
Chipmakers are set to roll out Wi-Fi 6E chip solutions in the second half of the year, bringing new business opportunities for IC test and certification labs including Sporton International.
EMS provider Lite-On Technology has reported consolidated revenues of NT$13.238billion (US$466 million) for March, increasing 27.27% sequentially and 5.06% on year.
Server components including ICs, passive components, cables and chassis have seen supply growing tighter in the second quarter, according to sources from the server supply chain.
Backend houses continue to enjoy strong demand for processing IP camera chips and CMOS image sensor (CIS) chips, with their order visibility clear through the fourth quarter of 2021, according to industry sources.
Wistron shipped a total of 5.4 million notebooks in the first quarter of 2021, up 52.1% from a year earlier, while revenues grew by a slight 2% on year to NT$177.14 billion (US$6.23 billion).
Smartphone-use lens module maker Largan Precision expects delays of at least one month for its shipments due to short supply of CMOS image sensors and application processors, according to company CEO Lin En-ping.
Taiwan-based IC design houses including MediaTek, Elan Microelectronics and Integrated Technology Express (ITE) continue to enjoy a strong pull-in of orders for Chromebooks, which will boost their respective revenues to record highs in the second quarter, according to industry sources.
Microsoft has announced to begin implementing a two-phase immersion liquid cooling solution that is co-developed with Wiwynn, to its datacenter in the state of Washington for testing.
HP will outsource to Foxconn Electronics (Hon Hai) laser printer production currently handled by one of its own plants in Weihai, China and will also transfer the plant's personnel to Foxconn, with transfer expected to complete by fourth-quarter 2022, according to industry sources.
