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Friday 16 July 2021
BOE estimates 1H21 net earnings to shoot up 10-fold
China's leading panel maker BOE Technology has recently estimated that its net earnings for first-half 2021 would shoot up tenfold to reach CNY12.5-12.7 billion (US$1.934-1.965 billion), and its major peers in Taiwan have also reported impressive business results for the period, mainly due to continuous supply crunch and price hikes, according to industry sources.
Friday 16 July 2021
TSMC dossier (7): Is Samsung a real challenger?
The reason why I am so optimistic about the competition between TSMC and Samsung is that neither quantum technology nor in-memory computing will dictate the outcome before 2025. Even if Samsung is able to make a breakthrough, it will not enter commercialization and make a significant impact until sometime in the 2030s.
Wednesday 14 July 2021
Fanuc ships 750,000 industrial robots cumulatively
Japan-based Fanuc recently delivered its 750,000th industrial robot to a Europe-based client, according to president and CEO Shinichi Tanzawa for Fanuc Europe.
Wednesday 14 July 2021
China smartphone shipments up in June
Sales of smartphones in the China market increased 12% sequentially to 25.56 million units in June, according to data from the China Academy of Information and Technology (CAICT).
Wednesday 14 July 2021
ODMs shifting some orders back to China due to worsening pandemic in Malaysia
With COVID-19 infections surging in Malaysia, several ODMs are planning to shift orders from their plants in the Southeast Asian country to those in China and have obtained the approval from their clients, according to sources from the upstream supply chain.
Tuesday 13 July 2021
Luxshare to become second SMT service provider for miniLED backlighting for Apple
Taiwan Surface Mounting Technology (SMT) is currently the only provider of SMT services for Apple's miniLED backlighting applications, but China-based Luxshare Precision Industry is expected to become a second provider in fourth-quarter 2021 at the earliest, according to industry sources.
Tuesday 13 July 2021
Vietnam keen to help Foxconn plants resume full production in wake of COVID
Authority in Vietnam's Bac Giang province is stepping up efforts to help Foxconn (Hon Hai) fully resume production at its three plants there in the wake of COVID sugres, according to a local eport.
Monday 12 July 2021
Huawei reportedly obtains China patent for Si IGBT
Huawei has reportedly obtained a patent for Si IGBT (insulated gate bipolar transistors) from China's authorities.
Monday 12 July 2021
South Korean firms building smart city in Vietnam
South Korea's SparkLabs Korea, Daewoo E&C Vina, and Bespin Global have signed a strategic partnership to construct a smart city platform in Vietnam, according to SparkLabs Group.
Thursday 8 July 2021
China OSATs step up deployments in advanced packaging field
China-based OSATs including Jiangsu Changjiang Electronics Technology (JCET), Huatian Technology and Tongfu Microelectronics have stepped up their deployments in the advanced packaging field eyeing a global presence in the AI and HPC chip sectors, according to industry sources.
Thursday 8 July 2021
China foundries cut capacity support for Taiwan chipmakers
China-based foundries including Semiconductor Manufacturing International (SMIC) and Huahong Group have cut back their capacity support for orders placed by Taiwan's fabless chipmakers as they give priority to fulfilling orders from their local customers in China, according to industry sources.
Thursday 8 July 2021
SAIC has no intention to build cars with Huawei
As a top player in the car supply chain, Huawei has established partnerships with many Chinese carmakers. However, one of the biggest carmakers in China, SAIC Motor, has said it has no intention to work with Huawei on building "soulless" automobiles.
Wednesday 7 July 2021
TSMC under US pressure over expansion at China fab
TSMC is coming under pressure from the US over its plan to expand foundry capacity in China, according to industry sources.
Wednesday 7 July 2021
China foundry completes fundraising for capacity expansion
China-based CanSemi Technology has raised funds to carry out its upcoming capacity expansion project, in which the specialty IC foundry will add an additional 20,000 12-inch wafers in monthly production capacity and enhance its offerings to include 55nm process technology.
Tuesday 6 July 2021
China to account for over 50% of global TV panel production capacity in 2021
China's top three LCD panel makers BOE Technology, China Star Optoelectronics Technology (CSOT) and Chongqing HKC will account for over 50% of global LCD TV panel production capacity in 2021, with the proportion set to climb to nearly 70% in 2023, according to market sources.
Asia Venturing, 5PM Aug. 9 SF
Global LCD panel shipment forecast, 2021 and beyond
Unisoc growing smartphone AP market share in China
Taiwan TV shipments to pick up sequentially in 2Q21 thanks to improved component procurement
Taiwan suppliers competitive in components, sub-systems in global EV supply chains