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Friday 14 May 2021
Top-5 notebook vendors see combined shipments drop 4% in April
Despite seeing strong demand from the education and enterprise sectors, the global top-5 notebook brands (not including Apple) still saw their combined shipments slip 4% on month in May, due to component shortages.Hewlett-Packard (HP) had weaker-than-expected shipments in the consumer and enterprise sectors in April because of tight supply of ICs and panels, while Lenovo also experienced an on-month shipment decline in April, with its orders from Japan's GIGA School project reaching an end, Digitimes Research's figures show.Dell enjoyed an on-month increase in April shipments with its robust output for Chromebooks and enterprise products.The top-3 ODMs' combined April notebook shipments went down 8% on month. Wistron was the only ODM with an on-month shipment increase in April thanks to a US-based client beginning volume shipments of its new enterprise notebooks.
Friday 14 May 2021
Nuclera acquires E Ink digital microfluidics unit
UK-based biotech firm Nuclera has announced it has acquired Taiwan-based E Ink Holdings (EIH)'s digital microfluidics unit to form its US subsidiary.Combining the technologies of the two companies will enable the delivery of a desktop protein and gene "bioprinter" with breakthrough speed and convenience for researchers in human health, agriculture, and other markets of global importance, said Nuclear.Nuclera has been working in a strategic partnership with EIH since 2018 to deploy Nuclera's proprietary biopolymer synthesis technologies on EIH's digital microfluidic devices.Instead of the physical channels found in conventional microfluidics, digital microfluidics uses electronic signals to guide microdroplets, according to Nuclera. When combined with Nuclera biopolymer synthesis, this advanced lab-on-a-chip technology will enable a user to digitally program the next day bioprinting of proteins and genes on a desktop device. The result is a bioprinter that gives unprecedented access to biology. Commercialization is expected in 2022, the company said.In the transaction, EIH will contribute intellectual property, equipment, and highly specialized scientists and engineers. Reciprocally, EIH will become the largest strategic shareholder in Nuclera. The resulting Nuclera US subsidiary will be co-located within the E Ink Innovation Center in Billerica, Massachusetts, a short distance from the growing biotech technology hub in Cambridge, Massachusetts. The combination of these two efforts into one company will further increase the rate of development, commercialization, and adoption of this ground-breaking product as well as consolidate the intellectual property position. EIH will continue to be a strategic supplier to Nuclera for key electronic components of Nuclera's desktop bioprinter.Michael Chen, co-founder and CEO of Nuclera, said, "Our partner, E Ink, made reading accessible by printing words with electronic ink. We are proud to work with E Ink to make biology accessible by printing biology with digital microfluidics. This acquisition allows Nuclera to combine the biological with the digital in one product and under one roof. We now look forward to further strengthening our strategic partnership with E Ink through joint R&D, manufacturing, and product development projects."Michael McCreary, chief innovation officer of E Ink, said, "This spinout and ongoing relationship with Nuclera gives E Ink the opportunity to leverage our knowledge and capabilities in electronic paper technology into the growing biotechnology sector which has increasingly critical importance to the current and future challenges in global health and sustainability. We are pleased to be able to participate in this market through an equity stake in Nuclera and look forward to the continuing relationship as a strategic supplier to and equity partner with Nuclera."Nuclera desktop bioprinter powered by digital microfluidic technologyPhoto: Company
Thursday 13 May 2021
Highlights of the day: Pegatron braces for slower notebook shipment growth
Components shortages have been troubling the notebook industry for months. ODM Pegatron's previous optimism that its second-quarter 2021 notebook shipments would grow 25-30% has now been reduced to a projection of only 5-10% increase due to worsening compoent shortfall. But brand vendor Asustek remains optimistic about its PC sales in second-quarter and second-half 2021, buoyed by strong order visibility. For smart manufacturing, Canadian startup ForceN has developed small, thin, flexible and customizable force sensors, according to its CEO Robert Brooks, whose ambition is to revolutionize robotics.Pegatron cuts notebook shipment growth forecast for 2Q21: Worsening shortages of notebook-use chips and components has prompted Taiwan's ODM Pegatron to revise downward its sequential shipment growth forecast for the second quarter to 5-10% from 25-30%.Asustek upbeat about PC sales in 2Q, 2H21: Asustek Computer is upbeat about its PC sales in the second quarter and the second half of 2021, judging from clear order visibility through the end of the year, according to Asustek co-CEO SY Hsu.Small sensors, big goals: Q&A with ForceN CEO Robert Brooks and VP of engineering Albert Chen: The advent of Internet of Things (IoT) and Industry 4.0 has increased the demands for robots and edge computing, and the tasks are becoming more and more complex. Force sensors are critical to preventing the machines from breaking. Toronto-based startup ForceN has developed customizable force sensors that are thin and flexible, and do not require design change on machines to accommodate them.
Thursday 13 May 2021
Small sensors, big goals: Q&A with ForceN CEO Robert Brooks and VP of engineering Albert Chen
The advent of Internet of Things (IoT) and Industry 4.0 has increased the demands for robots and edge computing, and the tasks are becoming more and more complex. Force sensors are critical to preventing the machines from breaking. Toronto-based startup ForceN has developed customizable force sensors that are thin and flexible, and do not require design change on machines to accommodate them.Robert Brooks, CEO of ForceN, told Digitimes in a recent interview that his team aims to revolutionize the third wave of robotics by making the best sensors and the easiest sensors to integrate in the world. The Canadian startup company's vice president of engineering Albert Chen was also at the interview.Q: Could you introduce ForceN, the core team and why you decided to create this company?Brooks: My background is in mechanical engineering. I did my PhD at the University of Toronto. I did my thesis on what the next generation of robots would look like from a sensing and actuation standpoint. Before I did my PhD in sensors and actuators, I had extensive experiences working across the robotic automation industry. My first job was in a particle-physics facility, designing sensors. After that, I had worked in steel and manufacturing industry implementing the early forms of mobile robotics. Finally, I worked in manufacturing robotics for pharmaceuticals before specializing in surgical robotics.I have a broad knowledge of the industry, and with my background as a PhD, I noticed one of the things we are missing out on robotics: Right now, robot arms typically operate in cells or in cages. These systems are designed to do the exact same movements repeatedly.We are rapidly manufacturing different types of products; we are manipulating and moving these products faster than ever. We can design products in a much shorter period of time, so we need robots that can work much more flexibly and outside of cages.Enter the first generation cobots (collaborative robots). The cobots need to get a lot more intelligent and a lot more sensing capability. So ForceN was created as a way of creating robust, multi-point, multi-dimensional touch-sensing for this third wave of robotics. That's where the "n" in ForceN comes from. It means n dimensions of force, or n points of forces.Our VP of engineering, Albert Chen, is our expert of sensors.Chen: I was born in Taiwan but I spent the latter half of my education in Canada. My PhD was in MEM sensors: I specialize in designing MEM transducers. To manufacture them, I worked in a cleanroom for three years. The latter part of my PhD was figuring out how to integrate sensors in a smart way. You can design a very accurate and sensitive sensor, but if you don't design it to interact with the system in an elegant way, you would not maximize its capability. At ForceN, one of the things we place a significant amount of effort into is packaging these ForceN sensors into a compact form-factor and optimize its sensitivity and robustness.We design it in such a way that our customers find simple to integrate into their systems. So, we work with the customers very intimately, to make sure our sensors would not break, and are incredibly easy to install, and easy to use.So it's not just the sensor design; we put a lot of efforts into edge computing, as well as user experience.Brooks: (Showing a sensor) This is the sensor we talked about. It is incredibly thin and flexible. It is glued to the surface, and it has multiple sensing points in it. That is why it gives you multi-point, multi-dimensional touch. Albert has been putting a huge amount of effort into making this film mass-manufacturable and easy to install. And then we have a very high-density electronic module. This module does all the edge computing.You can actually plug a cable and connect it to a computer, and you can get an incredibly clean, high sensitivity force data. Our goal is to bring human-level sensitivity, dexterity, and robustness to the next generation of robotics.We were founded in December 2015. In the first year and a half, it was only R&D. With three more people coming in this year, our team will consist of 12 people, pretty much all working on engineering at this point. We are scaling up for production now. In house, we are able to manufacture up to 50 robotic sensors a month. Then we have manufacturing partners who are able to manufacturer up to 1,000 units a month.We work with new customers on proof of concept, which would be between 1-10 units. And once they are satisfied, we usually make a pre-production prototype, that being between 10-50 units. And from there, we move into production through our manufacturer partners. We are at the early production stage now, working with 18 major customers.So we build quite a bit of a system at this point, including surgery robotics, logistics, industrial robotics, and robots solving Covid-19 issues.Chen: I would also like to emphasize that more than half of those customers are leading companies in their field, definitely a few Fortune 500 companies.Q: Besides those verticals that you are working with your customers, are there other verticals that also have potential for your technology to apply?Brooks: A couple of areas we think would be interesting. We do manufacturing and surgical robotics. Pharmaceutical manufacturing, medical device manufacturing, and even food production are the areas that our technology could be applied to. Because they care about biocompatible and safety to the point you could use share a lot of similarity with surgical instrument. There are robotic surgical instruments with our technology installed on it but we also make robots that handle anything from optics and boxes. So it makes sense that we will go after those markets, especially those which rely on automation. That is becoming very popular. The other one area we are working on is the human-machine interface (HMI). Most of the time when we use our robots to interact with the outside world, we usually use it as a control device. Albert is now developing a technology that can turn a solid plate of stainless steel into a HMI. It is multi-point, multi-dimensional; you can create something that acts like a joystick or dial, or treadpad. But that is a solid piece of metal, so you can put it in a very harsh environment such as under water, you can even operate it wearing gloves. Or you can put it in a very clean environment, for use of, say, nuclear or semiconductor wafers, or medical device manufacturing. They are the same size as the business card, you can take it to a conference and show it to the people. They make wonderful development kits.Chen: The important thing to know is that engineers in the automation field require force sensors, but the machines are already built. They don't want a force sensor that is chunky or require design change on their machine just to accommodate the force sensor.Whereas we come in and say, our module is incredibly small, and our force sensor is a film. We can put it on your robotic finger, or robotic arm. Sometimes it doesn't even need to look like a robot, such as a surgical tool. Your form doesn't need to change. We can put on the film for you, so you can retrofit and take a technological leap from what you currently have. Just the fact that it is so small and so thin, our customers love it, because it doesn't have any footprint on what they have.Q: What you just showed me is a strip, so you can actually make it into a film or a plane?Brooks: Yes we can laser cut it into any kind of shape, size, profile, or cut-out. We can put in any number of sensing points and any number of sensing dimensions into a single film.Q: What are the possible areas you can collaborate with Taiwanese companies?Brooks: We pride ourselves by making the best sensors in the world. We typically don't make the end product. So we look forward to working with companies which will benefit from integrating force and torque sensing. We are looking for the innovators in end equipment, or OEMs. And we are looking for applications which will benefit from this force-sensing technology.Chen: In Taiwan there are many great contract manufacturers. We work with many of their customers, especially many high-tech medical equipment companies: they do a lot of R&D, and then send it to Taiwan. If Taiwan is already using tons of force sensors, and they try to integrate, we can definitely try to be part of that supply chain.We can do anything the other force-sensor companies can do, but we only takes up 1/10 of the space.There are also a lot of robots in Taiwan. Typically, companies which use a lot of robots would use a lot of sensors. And they constantly need to detect force, because if the robot experience too much force, it will break. So you really want to be there to stop things like that from happening.The trend is, those robots are pushed to work harder and harder. There will be conditions where those robotic arms need different types of force equipment. We would be a good fit, being capable of being customized to any shape.Brooks: Besides equipment manufacturers, we are also looking for system integrators and specialty manufacturers. You can get one from us customized for just your application, and don't need to buy the ones off from shelve. That will get the sensor much lighter, and much smaller. Which means your robot can move faster, so you will be able to get much more working volume for the robots.Lastly, our film allows us to separate the sensing element from the protection element. For typical sensors, your protection element is your sensing element. So if your robot clashes for some reason, that affects the life of your sensor. Typically, your overload is based on your sensing range. So if you sense 10kg, and your overload 100%, your device will break at 20kg. By separating them, we build a very strong overload element for very sensitive sensor, such as 1 kg range but 50 kg overload with our technology.This would be really useful if you have fine tasks. But if you still work with people it is easy to break the sensor. We've done this a lot with surgical robotic series, but that can be applied across the industries.The flexibility of the film, the size, and weight savings are our strength. We can also make the integration of the system incredibly robust.Chen: We are getting to make small volumes really quick at really high quality. But at larger quantities, everywhere we looked, it seems to point to Taiwan. We would be looking for contract manufacturing partners in Taiwan to help scale up our production. I will be doing factory tours when I go back to Taiwan.We need to manufacture the film, it is the more difficult one. The sensors are not made on silicon wafer, but flexible substrates. This is really difficult to make the film into a sub-1% accuracy sensor that will last decades. That's where we need some Taiwanese manufacturing partners to help build giant industrial rolls of this film.Q: So you would need companies with specialty in special materials, precision manufacturing, and semiconductor companies to work out a solution?Chen: Yes. The size of our electronic module is the same as my fingernail. The competitor module is the size of a wallet. That little chip makes a huge difference. It means saving a robotic control engineer maybe six months of development work. Robert spent blood, sweat and tears on that board, to make all this possible.Q: Are there any plans for expansion or fund-raising? What is your status as a startup?Brooks: We are considered pre-A. We finished our seed round with a total of CAD2.25 million. Canada also has quite a few grant programs, so we are well-funded. Our goal is to work with, hopefully, every major robotic manufacturer in the world, using our technology. We want to create a robotic sensing revolution, especially with the advent of AI coming along. Edge-computing is the muscle memory to artificial intelligence. For example, once you learned to ride a bicycle, you remember that for the rest of your life, and that's muscle memory. That's what we do, enabling the organic edge computing.We have already sold our system to many manufacturers in the US and in Europe. But two thirds of the world's robots are operating in Asia. We already have one customer in Taiwan and two customers in Japan. And we will continue to expand our business in Asia. Early next year, we will raise our series A. We will continue to grow our technical team to make the best sensors in the world, and the easiest sensors to integrate in the world.Robert Brooks, CEO of ForceNAlbert Chen, VP of engineering at ForceNA ForceN sensor on a flexible stripPhotos: Company
Wednesday 12 May 2021
Highlights of the day: Device makers turn cautious
Device makers may be heading towards inventory correction next quarter, as they revisit their production plans amid weakenig demand in some major markets. Taiwan-based chipmakers have seen some clients slow down the pace of orders. But many still believe demand will remain robust and component and material shotages will persist - which provides motivation for Nan Ya PCB to expand production capacity. Cryptominers' demand for graphics cards has been extremely strong. But as they only need graphics cards to support their mining, they are expected to dump other PC peripherals and motherboards that have come with bundle purchases of the grahics cards.Chipmakers see customers turn cautious about placing orders: Taiwan-based IC design houses have seen terminal customers start slowing down their pace of orders, and are aware that downstream device makers will be revisiting their production plans and closely monitoring chip inventories they hold over the next quarter, according to industry sources.Nan Ya to invest NT$8 billion to expand ABF substrate capacity: Nan Ya Printed Circuit Board has disclosed plans to invest a total of NT$8 billion (US$286.4 million) to expand production capacity for ABF substrates at its factory site in Shulin, northern Taiwan.PC component sales may be hit by second-hand products from cryptominers in 2H21: Sales of PC peripherals, CPUs and motherboards are expected to be impacted by second-hand mint products offloaded by cryptominers in the second half of 2021, according to sources from the PC DIY channel.
Tuesday 11 May 2021
Highlights of the day: ICT orders from India slowing
The rampant pandemic in India has raised an alarm among ICT makers. Suppliers in the handset and PC sectors have seen orders dlowing down from the South Asian country. Taiwanese IC design houses are also bracing for disappointing sales in second-quarter 2021 because of the impacts from the surging COVID infections in India. But server ODMs still expect stgrong growth in shipments in the second quarter, driven by persistently strong stay-at-home demand.Suppliers see orders slowing for handsets, notebooks from India: ODMs and other suppliers engaged in the notebook and handset industry supply chains have seen orders from India start slowing down recently, as a resurgence of COVID-19 infections in the country has led to both supply- and demand-side issues, according to industry sources.Taiwan IC design houses may see disappointing 2Q21 sales: Taiwan-based IC design houses may post disappointing revenues for the second quarter of 2021, as a resurgence of COVID-19 infections in India has led to an overall deceleration in sales of handsets, tablets and other consumer technology products locally, according to industry sources.Server makers eyeing double-digit shipment increases in 2Q21: Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential increases, mainly driven by strong demand for datacenter applications, according to industry sources.
Tuesday 11 May 2021
Bureau Veritas provides complete Wi-Fi 6E certification services to help clients reduce time to market
As the world gets shrouded in COVID-19, low contact has become an essential element in daily lives and work modes in order to prevent the spread of the virus. Under such circumstances, equipment connectivity has gradually become common; the demand for stable and high-speed wireless communication technology has greatly increased; and the role of Wi-Fi 6 will become increasingly important. Bureau Veritas, a major global company specialized in testing, inspection, and certification, held a seminar on "New Opportunities for the Communication Industry in the New Era of Wi-Fi 6E" at Dazhi Denwell, Taipei on April 9, 2021. The latest regulatory trends and key points for certifications concerned with related technologies were explained and analyzed by the technology experts from Bureau Veritas.Pascal Le-Ray, the general manager of Bureau Veritas Taiwan, pointed out in his speech that, since COVID-19 has changed the entire world, communication technology has become the most important technology for the communications between people, between people and things, as well as between things. For instance, when different countries imposed lockdowns in 2020, it became necessary for various large companies to rely on online meetings to maintain operation. At the same time, an array of systems with smart functions emerged to meet demands, showing that the quality of communication technologies will become increasingly crucial for the digital transformation of companies and agencies. With industry-leading testing capability for Wi-Fi 6E, Bureau Veritas already has testing laboratories appointed by the Wi-Fi Alliance. The company is able to provide all-round Wi-Fi certification testing to wireless-network product manufacturers. Meanwhile, the company also has extensive experience in testing for compulsory test items required by relevant standards; and it has assisted many clients in successfully obtaining FCC certifications. Businesses that intend to step into this field may take advantage of Bureau Veritas' professional abilities to minimize time spent on bringing products into the market.Continuous developments in regulations of various countriesFor the first agenda of the seminar, Hank Chung from the Technical Services Division of Bureau Veritas gave a brilliant presentation on the topic of "Wi-Fi 6E Product Regulation Development Trends and Verification Unit Preparation". Hank Chung stated that Europe and the US have formulated new regulations for Wi-Fi 6E. The US has opened up 4 frequency bands for this purpose. But since these 4 frequency bands were previously opened for the use of other technologies, the FCC has set restrictions to protect Incumbent System from interference. As for Europe, the European Commission of Communications opened up the frequency band of 5925-6425MHz. Overall, compared to the 2.4 GHz and 5 GHz spectrums currently in use, the bandwidth of the new spectrum is an increase of more than 150%.The FCC's formulation of regulations for Wi-Fi 6E was announced in May 2020, and its corresponding test method did not complete until October 2020. Therefore, despite the faster pace at which the frequency bands were opened in the US, manufacturers did not have products available until December 2020. Basically, the FCC's regulations for Wi-Fi 6E 6GHz is still under the same original UNII chapter as before, and the related technical requirements are further extended based on this. Such regulations are separated into two categories: AP and Client. Equipment belonging to these two major categories are divided into high power and low power classifications based on their features. High-power equipment can be used outdoors and indoors. In addition to the original RF transmitter-related tests, it also needs to comply with the requirements of AFC (Automated Frequency Coordination) or CBP (Contention-Based Protocol). Low-power equipment is mainly used for indoor use. In addition to the original RF transmitter-related tests, there are also related product design restrictions (such as power supplied requirements, antenna requirements, etc.) and the requirements of the CBP (Contention-Based Protocol). The FCC has formulated limitation regulations for these classifications, so Hank Chung specially reminded businesses that they must first clarify the classifications to which their own products belong and take these into consideration at the design stage.In addition to the key points of FCC's regulations, David Liu from the Technical Services Division of Bureau Veritas also gave an in-depth explanation of the UKCA marking requirements for radio equipment. He stated that after leaving the EU, the UK also formulated its own UKCA Marking directives, which include most goods several standards previously subject to CE markingrequired by the CE, including the EMCD, LVD, RED, and RoHS; these were put into effect on January 1, 2021. In relation to these UKCA markingstandards, he made several suggestions for products sold in the UK. 1. If you need to (or choose to) use an authorized representative or responsible person, they will need to be based in the UK for products being placed on the GB marketBusinesses must give the responsibilities of this matter to locally authorized personnel. 2. Check your legal responsibilities, confirm that your own company or and distributors have a clear understanding of the modified legal responsibilities if changed. 3. From 1 January 2023, the UKCA marking must, in most cases, be affixed directly to the product. You should start building this into your design process ready for this date. Goods to be shipped must have UKCA markings when being labeled. 4. In addition to UKCA marking, information including the names and addresses of the manufacturer and importer also need to be displayed on labels. 5. Products to be sold in the GB UK must comply with the UKCA marking, CE DoC; the UK DoC and related technical documentations must be signed and kept for 10 years after the product's entry to market , kept for up to 10 years after the product is placed on the market. 6. The UK standards are currently the same in substance and with the same reference as the standards used in the EU The regulations put into effect on January 1, 2021 was announced simultaneously in the EUOJ content published on the same day. 7. Note that products sold to the UK should follow relevant UK legislation (rather than EU legislation) UK regulations rather than EU regulations. Corresponding information can be found in several regulations. For electromagnetic compatibility, see Electromagnetic Compatibility Regulations 2016 (S.I. 2016/1091); for low voltage products directives, see Electrical Equipment (Safety) Regulations 2016 (S.I. 2016/1101); as for radio frequency equipment, relevant instructions can be found in Radio Equipment Regulations 2017 (S.I. 2017/1206).Information security designs have become essential for Wi-Fi 6EWith regard to high-quality connections supported by large capacity, high efficiency, and high performance, Jimmy Wang from the Wi Fi NFC Testing Section of Bureau Veritas introduced Wi-Fi Alliance's latest certification technologies for Wi-Fi 6E and WPA3. He said the frequency band of Wi-Fi 6E has extended into 6 GHz, and the bandwidth with higher speed greatly reduces the delay of signal transmission. While the fast and trouble-free transmission brought by the various features of Wi-Fi 6E leads to an array of smart services, it will also give rise of risks of user information leakage or security attacks during the information transmission,. Therefore, Wi-Fi Alliance released new version of WPA3 in December 2020. The testing of SAE with Hash-to-Element and Transition Terminated Indicator will be required from December 2021.Moreover, it adds some optional features. The first one is SAE Public Key (SAE-PK) This mechanism uses encrypted public key fingerprints to provide asymmetric authentication in order to prevent external malicious attacks. The next feature, Beacon Protection, ensures signal integrity by only utilizing keys that can be obtained by network equipment. The third feature is Operation Channel Validation. In the process of switching transmission channels, the system provides mutual authentication to both channels. The last feature is Privacy Extension. To achieve this, the system is enabled to support the designs of randomized MAC addresses, which protect the privacy of Wi-Fi users.In addition, Kenny Lee from the Technical Services Division of Bureau Veritas also shared and explained the development trends of information security regulations in recent years. He first pointed out that, in 2020, Bureau Veritas received the "Industry Leader Award" in the Professional Services Category of the Dow Jones Sustainability Indices (DJSI) with honor. Bureau Veritas sets the highest benchmark in the industry as an impartial third-party certification agency. Its information security testing laboratories have assisted many manufacturers in successfully completing certifications.Regarding information security regulations, countries around the world have continuously introduced information security laws in the past few years in response to the emerging era of smart networks. Looking at Europe as an example, in 2019, the EU granted authority to the European Union Agency for Cybersecurity (ENISA), and ENISA officially became a permanent cybersecurity agency of EU. ENISA is responsible for formulating certification plans, guiding the development of technical certification frameworks, and assisting member countries in dealing with large-scale cyber attacks. In addition to the EU, other major industrial nations have also begun to launch related plans one after another. Apart from rolling out relevant strategies, the agencies have also started to formulate related regulations. The IEC 62443, RED ARTICLE 3.3, and ETSI EN 303 645, for example, provide comprehensive directives that give businesses in various industries a clear direction for product design.As a global agency specialized in information security certification, Bureau Veritas provides professional Wi-Fi certification and testing services for industrial control systems and consumers. Kenny Lee expressed that, as market demands rapidly emerge and various countries make regulations more stringent, manufacturers can take advantage of Bureau Veritas' expertise and experiences to quickly create products that comply with market regulations. Doing so can help reduce time spent on entering the market and enhance company competitiveness.
Tuesday 11 May 2021
Just Kitchen poised for IPO in New York
Just Kitchen Holdings, a Taiwan-based startup provider of meal/food delivery services, will undertake IPO on New York's OTC Markets in late May, according to company co-founder and CEO Jason Chen.Just Kitchen, founded in June 2019, completed listing on the Toronto Stock Exchange and DAX of the Frankfurt Stock Exchange in April 2021 and will go public in New York later this month, Chen said.Just Kitchen's business model is to set up central and satellite kitchens and cooperate with restaurant chains, food/beverage brands, food delivery platforms.Just Kitchen set up its first central kitchen and more than 10 satellite ones to provide delivery services for more than eight food brands in 2020. In 2021, Just Kitchen set up its second central kitchen and plans to add more than 15 satellite kitchens and cooperate with more food brands.Just Kitchen has Taiwanese food/restaurant brands to Hong Kong, and will begin to tap markets in Singapore, the Philippines and the US in the third and fourth quarters of 2021.Starting operation in March 2020, Just Kitchen has seen orders for delivery services increase to 90,000 in monthly numbers.
Monday 10 May 2021
Highlights of the day: UMC adjusting foundry quotes
Tight capacity and strong demand have been sending foundry service quotes rising. UMC has plans to raise its 28nm process quotes by almost 13% in July, and will adjust them upwards again in first-quarter 2022. MediaTek has received sufficient support from TSMC, and the chip vendor is also looking to employ the foundry house's advanced InFO_PoP packaging technology for new handset chips. Notebook panel prices have also been rising, and the upward pricing trend is expected to continue through the end of 2021.UMC to raise quotes for 28nm process: United Microelectronics (UMC) plans to raise its 12-inch foundry quotes for 28nm process technology by about 13% starting July, according to industry sources.MediaTek looking to use TSMC InFO_PoP for handset APs: MediaTek is developing new flagship handset SoCs with performance specs comparable to Apple's A series APs for iPhones, and may also adopt TSMC's advanced InFO_PoP packaging technology for the new chips, according to industry sources.Quotes for notebook panels to keep hiking to year-end 2021: Quotes for notebook panels are likely to continue moving upward through the end of 2021 as demand for notebooks supporting stay-at-home activities remains robust, according to industry sources.
Friday 7 May 2021
Highlights of the day: Negative factors from IC shortages begin to show
Because of worsening shortages of ICs and components, downstream ICT product makers are expected to decelerate their paces in specs upgrades for their new products as their upstream partners will not have enough capacity to support them. Meanwhile the issue will also constrain MCU vendors' revenues as they are experiencing longer delivery lead times from their foundries and backend service providers. As demand from cryptomining applications remains strong, many chip vendors have turned to adopt BT substrates for cryptomining chips as ABF substrates are currently having serious shortages.Chips shortages to slow down specs upgrades for new offerings in 2H21: As shortages of ICs and other components are expected to worsen further in the peak season, downstream system makers are expected to slow down specs upgrades for their new offerings set for launch in the second half of the year, according to industry sources.Longer production lead times to constrain revenue growth at MCU vendors: Taiwan's MCU vendors will see their revenue growth momentum constrained in the short term by extended delivery lead times at foundry and backend houses, although they have abundant orders in hands, according to industry sources.BT substrate supply increasingly tight on strong cryptomining demand: The supply of BT substrates has been increasingly tight, as more vendors of chips, particularly cryptomining ASICs, have turned to adopt BT substrates amid worsening shortages of ABF substrates, according to industry sources.