The world's top-5 notebook brands saw their combined October shipments (excluding detachable models) hit another new monthly high for 2020 reaching over 17 million units, due mainly to consumer markets in the US and Europe entering a peak season and resurging pandemic further fueling demand for remote work and study applications, according to Digitimes Research's latest figures.
Sony has been keen on developing car-use CIS applications, and it has added ASE Technology to its backend supply chain. ASE will set up a new business unit to handle Sony's CIS orders. Also in Kahsiung, passive components maker Yageo has broken ground for a new plant in line with a plant to continue expanding capacity in Taiwan in the next forve years...
TSMC has been fast expanding advanced node manufacturing capacity, requiring strong support from ASML for EUV litho equipment. The world's top pure-play foundry house has already placed orders for at least 13 EUV sets with AMSL for 2021 in line with its 5nm capacity expansion and its advance to 3nm production...
Combined revenue of TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are expected to grow over 3% sequentially in the fourth quarter after registering a 14.9% rise in the third, according to Digitimes Research.
Taiwan will focus its next wave of technology development on materializing smart healthcare, precision medicine, smart city and digital data governance by leveraging its robust semiconductor prowess to incorporate AI, IoT and blockchain technologies into diverse vertical applications, eventually embracing a smart new future featuring high-security Internet of Everything and thriving digital...
Apple's launch of new Macs with its own M1 chips means losses for Intel processor business. And M1 also comes as an encouragement for other Arm-based chip vendors to challenge the dominance of Intel. In the M1 ecosystem, Unimicron reportedly is the sole supplier of ABF susbstrates for the new Apple Silicon...
TSMC is expected to end the year 2020 with impressive shipments, revenues and profits, driven by robust 5nm and 7nm chip demand. The foundry house is keen on expanding capacity for its advanced node manufacturing processes, and it has just announced a US$3.5 billion budget for its US fab project...
It comes as a surprise that Pegatron, long being a manufacturing partner for Apple, has been penalized by the US client for employing student workers reportedly at its iPhone 12 assembly lines. But the incident highlights the pressure of Pegatron and others from severe labor shortages in China, compounded by the coronavirus pandemic...
In the "Insights 2020: Women in Startups" virtual forum co-hosted by Qualcomm Incorporated and Taipei Computer Association (TCA) on October 15, Varsha Tagare, senior director, Qualcomm Technologies, Inc and managing director, Qualcomm Ventures, and 500 Startups Venture Partner in Taiwan Jackey Wang, told the audience that there is no better time than now to start a business.
Tight foundry capacity has constrained semiconductor supply, with PWM ICs in particularly serious shortages. The IC shortages are delaying shipments of end-market devices that are badly needed to support stay-at-home activities. In response to the robust demand, Microsoft has increased orders for its Surface series notebooks with its ODMs...
