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...

Apple has announced it is investing US$250 million more in Corning, supplier of precision glass for iPhone, Apple Watch and iPad.

GaAs foundry Win Semiconductors plans to expand production capacity by around 5,000 6-inch wafers monthly in the second quarter of 2020 to meet ever-increasing compound semiconductor foundry demand for 5G applications, according to company president Kyle Chen.

Apart from Samsung and Huawei, both of which rely heavily on chips developed in-house, other first-tier China-based smartphone vendors including Oppo, Vivo, Xiaomi and OnePlus are working with multiple chip suppliers to develop their 5G models slated for launch in the first half of 2020.

Qualcomm Incorporated has announced it has completed the acquisition of the remaining interest in RF360 Holdings Singapore, a joint venture with TDK Corporation. Together with Qualcomm Technologies, the joint venture has produced RF front-end (RFFE) filters which enable Qualcomm Technologies to deliver...

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,...

The development of 5G networks including infrastructures, edging computers and end-market devices will significantly scale up global demand for heat-sink solutions in 2020 and beyond, according to industry sources.

Taiwan recorded US$1.21 billion in optical lens export value in January-July 2019, exceeding Japan's US$1.16 billion for the first time, according to Ministry of Economic Affairs (MOEA).

PCL Technologies will team up with Malaysia-based Inari Amertron Bhd to set up a joint venture to manufacture optical transceiver products in Malaysia, according to a PCL filing with the Taiwan Stock Exchange (TWSE).

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...

With global market demand on a moderate increase in second-quarter 2019, Taiwan-based semiconductor foundries showed recovery. Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC) and Vanguard International Semiconductor (VIS) together generated total revenues...

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.

Taiwan-based backend houses including KYEC and Chipbond expect to see stable growth in demand for baseband chips and LCD driver ICs for Apple iPhone.

Apple has just released its new iPhones and smartwatch, and its next-generation AirPods is likely to be available soon. Supply chain sources have disclosed that ODMs will begin mass assembly of the new AirPods as early as October to meet...

Most Taiwan-based makers for optical communication components believe that their shipments of 5G devices will grow steadily starting the third quarter of 2019 before booming in the first half of 2020, despite mixed results for individual companies seen in August.

MediaTek is expected to see its September revenues climb to a record high, with revenues for the third quarter also hitting record-high levels, according to market observers.

Optical lens module maker Genius Electronic Optical (GSEO) will procure production equipment worth NT$2.3 billion (US$73.4 million), according to the company.

Global demand for 5G CPE (customer premise equipment) is expected to grow rapidly to 120 million units in 2025 from 100,000 units in 2019, prompting chipmakers such as Qualcomm and Huawei HiSilicon to step up rolling out relevant chip solutions, which in turn will provide new business opportunities...

TSMC expects it 2019 capex to exceed the high end of its previous guidance range of US$10 billion to US$11 billion, as the pure-play foundry steps up efforts to expand its 7nm process capacity and develop a newer 5nm node ready for new customer designs in 2020. Industry sources say TSMC's...

Chipset suppliers, including Qualcomm, MediaTek and Unisoc Technologies, are facing increasing pressure to slash prices of their 5G solutions in order to make a preemptive presence in the segment, according to industry sources.

Samsung Electronics has taken a two-pronged approach to boost sales of its products, including 5G application processors (APs), 5G baseband chips and mid-range smartphones, in China, according to industry sources.

Huawei is to unveil its latest mobile processor, the Kirin 990, at a product event at IFA 2019 tradefair.

Touch module maker General Interface Solution (GIS) saw its revenues grow 9.5% on month and 23.97% on year to hit an 8-month high of NT$10.947 billion (US$348.57 million) in August.

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.