Chips shortages to slow down specs upgrades for new offerings in 2H21
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
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.
Taiwan large-size panel shipments drop 3% in 1Q21, says Digitimes Research
Taiwan's large-size TFT LCD panel shipments (excluding Sharp's) for first-quarter 2021 slipped 3.4% sequentially but grew 51.5% on year to 72.25 million pieces,...
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...
Novatek, Himax set to post record 2Q21 revenues
Display driver IC specialists Novatek Microelectronics and Himax Technologies both expect to see their second-quarter revenues hit another record-high levels.
Winbond posts profit hike in 1Q21
May 7, 16:12RiTdisplay steps into batteries for use in UPS
May 7, 16:08PCB firm Apex bracing for strong 2Q21
May 7, 15:51AboCom sees clear order visibility for next 5 months
May 7, 14:38Foxconn sees increased April revenues
May 7, 11:59Silicon Motion raises sales guidance for 2021
May 7, 11:18CCL maker Iteq upbeat about 2Q21
May 6, 15:26Nichia setting up miniLED chip production capacity
May 6, 14:37ASML, Applied hiring talent in Taiwan
May 6, 14:15Realtek posts record 1Q21 profit
May 6, 13:45TSMC sees orders for cryptomining chips pick up
May 6, 13:31Foxconn, Yageo to form semiconductor JV
May 6, 12:06Largan sees decreased April revenues
May 6, 11:20Suppliers to gear up for PS5 redesign
May 6, 11:17Chicony Power has order visibility till 3Q21
May 6, 09:49
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Taiwan large-size panel shipments drop 3% in 1Q21, says Digitimes ResearchTaiwan's large-size TFT LCD panel shipments (excluding Sharp's) for first-quarter 2021 slipped 3.4% sequentially but grew...
- Taiwan small- to mid-size LCD panel shipments to grow sequentially in 2Q21
- White-box ODMs see increasing penetration in global server shipments
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Pandemic deters Taiwan managers from working in IndiaRampant Covid-19 infections across India have not only disrupted production at plants run by Taiwan's electronics suppliers there, but also made it more difficult for them to dispatch...
- Raging pandemic slowing production relocation to India
- EV industry bracing for long-term growth
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Beyond Limits to set up R&D center in TaiwanUS-based AI startup Beyond Limits will set up an R&D center in Taiwan in 2021, according to the company's Taiwan general...
- VC, startup ecosystem expansions: Q&A with AppWorks founder Jamie Lin
- Taiwania stepping up investments in startups
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TSMC updatesFoundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.
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VC, startup ecosystem expansions: Q&A with AppWorks founder Jamie LinAppWorks, the largest venture capital (VC) firm in Taiwan and Southeast Asia, manages three VC funds...
- India holds up wireless approvals for China-made devices, delaying launches (May 7) - Reuters
- IBM unveils 2nm chip technology (May 6) - Company release
- Infineon increases supply security for silicon carbide by expanding supplier base (May 6) - Company release
- Infineon says will only make up for lost automotive volumes in 2022 (May 4) - Reuters
- US Commerce Dept. presses Taiwan for more chips to automakers (May 5) - Reuters
- TSMC eyeing expansion of planned Arizona plant - sources (May 4) - Reuters
- Chip shortage highlights US dependence on fragile supply chain (May 2) - CBS News
- Tim Cook warns of Apple product shortages (Apr 30) - BBC News
Taiwan notebooks – 1Q 2021
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter...
Global server market – 1Q 2021
First-quarter 2021 global server shipments amounted to 3.78 million units, down only 1.6% quarter-over-quarter and up 5.2% ye...
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...
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