Tight ABF substrate supply has not only pushed up prices by 30-40% but also prolonged delivery lead time to a maximum of three quarters, according to industry sources.
Pure-play foundries including Globalfoundries, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) have raised their 8-inch foundry quotes by 10-15% in the fourth quarter, with the quotes set to rise by another 20-40% in 2021, according to industry sources.
Taiwan's automotive PCB makers have experienced a major change in shipment structures so far this year, with the ratio of shipments to Asia rising significantly...
Semiconductor-grade silicon wafer makers, mainly GlobalWafers, Formosa Sumco Technology (FST) and Wafer Works, have seen demand for 8-inch and smaller models sharply...
Moore's Law will continue to be embraced as sort of a faith when it becomes inapplicable, but chiplets will have a chance to become the mainstream in future IC...
D-Link mulls production in India
Highlights of the day: Foundry quotes rising
Taiwan inductors suppliers optimistic about 4Q20
BT substrate production lead time extended
ASE to hire over 3,000 for plant in southern Taiwan
Ofilm obtains certification for 7P lens modules
Sigurd counts on 5G chips for sustained growth in 2021
Highlights of the day: Backend services quotes rising
Gran Systems set to launch CubeSat
TSMC reportedly plans capacity expansion at Nanjing fab
Wi-Fi 6 chip shipments to be robust in 2021
Vivotek automating production line
China foundry HSMC restructures ownership
Taiwan October export orders hit record
HTC cooperates with university to train VR talent
BenQ Materials reports improved earnings for 3Q20
China smartphone AP shipments – 3Q 2020
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up...
China smartphone market and industry – 3Q 2020
Smartphone shipments to the China market in third-quarter 2020 plunged 25.2% on quarter and 26.2% on year due to the US government...
Taiwan notebooks – 3Q 2020
Taiwan's third-quarter 2020 notebook shipments grew 4.3% sequentially and picked up 31.3% on year to arrive at 44.46 million...
Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets
Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities,...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...