CONNECT WITH US
Thursday 11 July 2019
Heroic Faith Medical launches chest sound monitor solution to check on lung diseases
Taiwan-based medical care solution developer Heroic Faith Medical Science has launched a fully automated chest sound monitor system that is able to automatically collect patients' breathing sound data and monitoring the breath via different angles using 6-8 detection pads.The data is able to assist doctors in making diagnosis. Since the system is able to monitor the early symptoms of many major lung diseases, patients can receive early treatment, said Fushun Hsu, company president.Meanwhile, the system also support artificial intelligence (AI) technology and is able to visualize the collected data and categorize them by disease type, Hsu added.Heroic Faith Medical president Fushun Hsu with a chest sound monitorPhoto: Mark Tsai, Digitimes, July 2019
Wednesday 10 July 2019
Highlights of the day: TSMC 2Q19 sales better than expected
TSMC has reported better-than-expected growth in revenues for the second quarter of 2019, with the prospect of seeing robust demand in the third quarter, partly driven by demand from Apple. The new iPhones to beleased by Apple are also expected to boost sales at PCB suppliers in the third quarter although their fourth-quarter sales remain to be seen. Meanwhile, one of Apple's major rivals in the smartphone space, Huawei, is aggressively cannibalizing its fellow vendors in China, having seen overseas consumers' confidence eroded by the US trade ban.TSMC posts revenue growth in June: Taiwan Semiconductor Manufacturing Company (TSMC) has reported consolidated revenues for June 2019 increased 6.8% sequentially and 21.9% on year to NT$85.87 billion (US$2.76 billion).FPCB makers to ramp up shipments for new iPhones in 3Q19: Taiwan-based flexible PCB makers, after ending the first half of 2019 with lower revenues than a year earlier, are expected to significantly ramp up shipments in the traditional peak season in the third quarter. But their order visibility for the fourth quarter remains unclear, according to industry sources.Huawei makes gains in China handset market at the expense of fellow vendors: Huawei has seen its share in China's handset market continue rising at the expense of other fellow brands, although the vendor's overseas shipments have been hampered by the US trade ban, according to industry sources.
Tuesday 9 July 2019
Highlights of the day: Notebook clients less keen to build up inventory in wake of US-China truce
The US and China m ay have entered into a truce to their trade war, but for Taiwan's notebook ODMs that means clients are now less eager to build up their inventory, affecting their shipments during the traditional peak season in the third quarter. In fact, the US-China trade war remains a key factor affecting various industries, with the semiconductor sector needing at least three months to digest its inventory. But in the NAND flash sector, despite its sufficient inventory levels, prices have dropped so low that they are expected to rebound.Notebook ODMs see June revenues rise, but 3Q19 shipments may be flat: Inventec has reported June revenues surged 16.7% sequentially, while other Taiwan-based ODMs are also expected to post substantial revenue increases for the month.Semiconductor supply chain needs at least 3 months to digest inventory: It will take at least three months for global semiconductor inventories to be digested while semiconductor supply chain players are still plagued by overcapacity and clients' conservative order placements, as a result of persisting global economic uncertainties, datacenter growth slowdown, memory demand recession and smartphone market saturation, according to industry sources.Samsung reportedly mulling 10% hike for NAND flash prices: NAND flash prices are expected to rebound in the near future, as Samsung Electronics is reportedly considering raising its quotes by as much as 10% and other peer makers including Micron Technology may follow suit, despite distributors still holding more than two months of inventories, according to industry sources.
Monday 8 July 2019
Sense Innovation promoting eye-tracking software as SaaS
Taiwan-based startup Sense Innovation is actively promoting its eye-tracking mouse software, EyePlayer, in cooperation with government and enterprise sectors in the form of SaaS (Software as a Service), according to company CEO Sid Chen.Chen said that the software is designed for people with disabilities in learning, job hunting, self-expression and other daily activities. He added that EyePlayer enables users to connect the world through the movements of their eyes, and users can easily learn how to use computer programs, browse web pages and check social networking sites.Sense Innovation has moved to help those in need to apply for subsidies from government health units and enterprises to purchase the software or pay annual membership fees to access the SaaS platform, Chen disclosed, adding that his company has accumulated 800 cases that need such assistance.Besides the market in Taiwan, Sense Innovation is planning to venture its EyePlayer software to China, Hong Kong and Southeast Asia, seeking to help home care, healthcare and early intervention segments better conduct relevant evaluations and judgments, according to Chen.He stressed that his company is committed to developing diverse software and hardware solutions, such as eye-tracking wearable devices, to cater to the needs of patients of different diseases.Sense Innovation CEO Sid ChenPhoto: Mark Tsai, Digitimes, July 2019
Monday 8 July 2019
Highlights of the day: TSMC outlook
Despite hiccups over the last few months, including the US trade ban on Huawei that has roiled the smarrtphone market, TSMC's long-term outlook remains robust, thanks to its technological leadership that will keep its rivals at bay in the AI and 5G era. The semiconductor supply chain is banking on 5G to drive their businesses, such as CCL maker Iteq. Meanwhile, upstream suppliers expect robust demand from China's flat panel makers who are fast expanding capacity for the OLED applications. .TSMC extending tech lead over peers in 5G era, defying pricing threats: TSMC is widely expected to adjust downward its revenue and profit guidance for 2019 at its upcoming investor conference set for July 18 due to recent operational hiccups. But the pure-play foundry's longer-term performance prospects remain bright thanks to its firm leadership in advanced foundry and packaging technologies and high yield rates, both critical to processing next-generation AI and 5G chip solutions.CCL maker Iteq optimistic about 2H19 on strong 5G network demand: Taiwan-based CCL (copper clad laminate) supplier Iteq is optimistic about its revenue performance for the second half of 2019, driven by growing demand from suppliers of 5G network communication equipment, according to industry sources.Taiwan upstream suppliers gearing up efforts for OLED panels: A number of Taiwan-based upstream components and materials suppliers have been enhancing their deployments in the OLED panel segment to cash in on the growing penetration of OLED panels in the handset, wearable and other sectors, according to industries sources.
Monday 8 July 2019
Gogoro to offer e-scooter rental services
Electric scooter (e-scooter) vendor Gogoro will launch GoShare, e-scooters offered for sharing on a rental basis, in Taoyuan City, northern Taiwan, in mid-August 2019, according to company CEO Horace Luke.It will be the first time for Gogoro - which has been only selling e-scooters - to offer rental services, Luke said.GoShare users have to upload mobile phone numbers, scooter driver licenses, personal ID cards and photos via GoShare app, and the app will finish AI-based examination of such information in three minutes. The app will then let them know where rental e-scooters are available, with the designation of available e-scooters depending on users' riding needs such as running distance and direction. There is no mileage restriction using the e-scooters, but users have to return them to designated areas within the city. Rental rates will be announced in late July or early August.The service will be extended to other cities in Taiwan and abroad, Gogoro noted.Gogoro e-scootersPhoto: Yihan Li, Digitimes, July 2019
Friday 5 July 2019
Highlights of the day: Huawei notebooks
Huawei has suspended its notebook orders and projects since the US hit it with a trade ban, but its ODMs have disclosed that the Chinese client has now turned upbeat following the recent easing of the ban. But it remains to be seen whether or how fast Huawei can restore consumer confidence in its devices, particularly smartphones. But at least Huawei seems more confident that there is no pressing need to launch its own smartphone OS as soon as possible.ODMs optimistic Huawei will resume notebook deliveries and developments: ODMs and other suppliers engaged in the supply chain for Huawei's notebooks have disclosed that they will be informed in two weeks' time whether deliveries and developments for the Chinese client will resume.Huawei smartphone shipments expected to shrink in 3Q19 despite easing of ban: Although the US government has eased its restrictions on Huawei, the Chinese smartphone vendor may see its shipments continue to shrink in the third quarter of 2019 as worries over its handset business among channel operators and consumers remain, according to industry sources.No timetable set for Huawei Ark OS launch, says executive: Huawei has set no clear-cut timetable for the launch of its own handset operating system, dubbed Hongmeng OS, which could also be known as ARK OS globally, according to the firm's vice chairman Ken Hu.
Thursday 4 July 2019
Highlights of the day: Why did Nvidia switch to Samsung from TSMC?
Nvidia has recently revealed that its next-generation GPU will be manufactured by Samsung on 7nm EUV process. The revelation should not have come as a big surprise, as Nvidia probably made the switch from TSMC to Samsung due to pricing and supply concerns. For TSMC, losing some of Nvidia's orders should not be a big problem, as long as orders from its biggest clients - Apple, Huawei and Qualcomm - remain stable. Meanwhile, Qualcomm is aggressively expanding its work force in Taiwan.What is behind Nvidia switch from TSMC to Samsung?: Nvidia has decided to choose Samsung Electronics over TSMC for producing next-generation GPUs in 2020 on 7nm EUV (extreme ultraviolet) node despite Samsung's yield rates for the process remaining uncertain, sparking speculation about the reasons behind the switch.Qualcomm, MediaTek competing over R&D talent in Taiwan: Qualcomm and MediaTek have both been expanding their R&D deployments in Taiwan and are recruiting local IC design talent keenly with higher-than-average salaries.
Thursday 4 July 2019
ITRI to build bogie running tester for THSRC
Government-sponsored Industrial Technology Research Institute (ITRI) has disclosed its Mechanical and Mechatronics Research Laboratories (MMRL) will develop and establish a bogie running tester for Taiwan High Speed Rail Corp (THSRC).Both sides have signed an agreement for the project, ITRI said.Bogies are assembly of chassis and wheel axles of train carriages, including motors, shock absorbers, brakes and various sensors, ITRI said. Bogies bear the weight of trains, reduce vibration and help for trains' turning, and are therefore important to safety and stability of running trains and passengers' comfort, ITRI noted.THSRC has 34 12-car trains, with each car equipped with two bogies. THSRC has bogies of each train under regular overhaul-based maintenance every time after the train has run for 600,000km. After such maintenance, bogies together with trains have to be tested on tracks and the testing should be undertaken in the time intervals not interfering with running of regular trains. Thus, such on-track testing is quite inconvenient.The tester to be built allows bogies to be tested after maintenance at THSRC's depot in southern Taiwan, with stationary wheels running at speed of up to 320km/hour, rather than running on actual tracks, ITRI noted.By adopting Industry 4.0-based prognosis technology and AI-based big data analysis, the tester can record vibration, hikes in temperature and other operating conditions of components of bogies, forming a database to detect abnormal operating conditions of such components for preventive maintenance, ITRI indicated.MMRL will complete developing and set up the bogie running tester by year-end 2020, collect testing data in 2021 and put the tester into operation beginning January 2022, ITRI said.A total of about NT$20 billion (US$644 million) a year is spent on maintaining high-speed, conventional and subway trains in Taiwan, and local contribution was only NT$8.6 billion in 2018, and the economics ministry hopes to gradually hike the share by local industries to NT$11.7 billion in 2026.A physical model of a bogie running tester to be developed by ITRIPhoto: Yihan Li, Digitimes, July 2019
Wednesday 3 July 2019
Highlights of the day: Foxconn's semiconductor ambition
In the post-Terry Gou era, Foxconn has elected a new chairman, Young Liu, who has been leading the semiconductor business subgroup of the electronics manufacturing giant. Liu's rise to the leadership post highlights Foxconn's semiconductor drive to raise self-sufficiency. Meanwhile, the trade war with the US must have fueled China's desire to improve its semiconductor self-sufficiency, but the easing of the tensions between the two superpowers after the recent G20 summit has been positive news for many in the supply chain, with MOSFET and other chip demand for PCs, notebooks and consumer electronics devices expected to pick up in the second half of 2019.Foxconn set to build 12-inch wafer fab in 2020 as IDM: Foxconn Technology Group is likely to kick off construction of a 12-inch wafer fab in 2020 in Zhuhai, southern China in cooperation with the city government there, and will operate the plant as an IDM to satisfy the group's own demand for 8K, 5G and AI chip solutions, according to industry sources.Taiwan MOSFET firms see sales pick up: Taiwan-based MOSFET chip specialists, which ship mainly for PC and notebook applications, may have seen their sales hit bottom for 2019 in April and May. Sales have started picking up, and are expected to grow through the second half of the year, according to industry sources.