691 news items tagged inventory
Ralec stops taking resistor orders
Monday 18 January 2021Taiwan-based resistor maker Ralec, a subsidiary of Chilisin Electronics, has stopped its distributors in the Greater China region from accepting new thick-film chip resistor orders...
Fire strikes Walsin MLCC plant in China
Thursday 14 January 2021A fire broke out at Taiwanese passive component maker Walsin Technology's factory site in Dongguan, China on January 13, but the company estimates no material impact from the accid...
China smartphone vendors step up chips, components procurement
Thursday 14 January 2021Chinese handset vendors Oppo, Vivo and Xiaomi (OVX) have stepped up their purchases of ICs and basic components for their smartphones as part of their efforts to expand presence in...
DRAM prices to rise through 2Q21, says Nanya
Monday 11 January 2021DRAM prices will start to rally in the first quarter and rise through the second quarter of 2021, due to undersupply in the market, according to chipmaker Nanya Technology.
CCL makers uncertain about demand for 5G base stations in China
Tuesday 5 January 2021Taiwan-based CCL makers remain uncertain about demand for 5G base stations in China this year, but their overall shipments will not be much affected, thanks to robust demand for datacenter...
PCB makers uncertain about 2Q21 on looming variables
Thursday 31 December 2020Taiwan-based PCB makers are optimistic about demand growth in the first quarter of 2021, but are uncertain whether the momentum will carry on in the second quarter.
Highlights of the day: Passive components inventory low
Wednesday 30 December 2020Strong pandemic-fuled demand has resulted in shortages in a host of components, including MLCC. Yageo, a major passive components suplier, has only about two months of MLCC...
Yageo sees inventory stay below healthy levels
Wednesday 30 December 2020Yageo now has about two months of MLCC inventory, which is unlikely to reach healthy levels until after the Lunar New Year break, thanks to difficulty in recruiting new production...
No cutback in customer orders, says TSMC chairman
Wednesday 16 December 2020TSMC chairman Mark Liu has dismissed recent speculation that claimed a cutback in 5nm chip orders from Apple would drag down the foundry's 5nm process capacity utilization to 80%...
NAND flash ASP to fall 10-15% in 1Q21, says TrendForce
Tuesday 15 December 2020NAND flash ASPs are forecast to decline 10-15% sequentially in the first quarter of 2021, when bit output grew 6% on quarter, according to TrendForce.
Server chassis maker Chenbro optimistic about 2021
Wednesday 9 December 2020Taiwan's server chassis maker Chenbro has expressed optimism about its shipments for 2021 as clients in the US and China are expected to resume order placement after completing inventory...
Car vendors see production disrupted by IC shortages
Tuesday 8 December 2020Automotive OEMs, as well as first-tier suppliers, have seen their production disrupted by shortages of MCUs and other related ICs, according to industry sources.
Demand for ICs to stay robust in 2021, say sources
Wednesday 2 December 2020Taiwan-based IC distributors have enjoyed strong sales so far in 2020 thanks to clients' keen inventory preparations and Huawei's brisk short-term orders ahead of its trade ban by...
DRAM market to reach supply-demand balance in 1H21, says Adata chairman
Monday 30 November 2020The global DRAM memory market will reach the balance of supply and demand in the first half of 2021, with limited growth in the overall bit supply coupled with a gradual rise in demand...
Eternal Materials to see strong 4Q20
Wednesday 25 November 2020Eternal Materials, which specializes in resin materials and dry-film photoresists, expects to enjoy a particularly strong fourth quarter of 2020.
BT substrate production lead time extended
Tuesday 24 November 2020The supply of ABF substrate has been tight, which has also pushed up BT substrate production lead times, according to industry sources.
Phison posts profit surge in 3Q20
Friday 13 November 2020Flash memory controller supplier Phison Electronics has reported net profits surged 55% sequentially to NT$1.83 billion (US$64.3 million) in the third quarter, with EPS reaching NT...
Taiwan top-3 foundries to see combined revenue surge 30% in 2020, says Digitimes Research
Friday 13 November 2020Combined revenue of TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are expected to grow over 3% sequentially in the fourth quarter after registering...
Transcend expects recovery in end-market demand starting 4Q20
Thursday 12 November 2020Memory module maker Transcend Information has seen end-market demand start picking up in the fourth quarter of 2020, and expects market conditions next year to be favorable to the...
Silicon Motion expects foundry supply to stay tight through end-2021
Tuesday 10 November 2020Flash device controller developers, including Silicon Motion Technology, have seen their foundry partners encounter tight capacity particularly at 8-inch fabs, which may persist through...
Silicon Motion expects revenue growth in 4Q20
Thursday 5 November 2020NAND flash device controller specialist Silicon Motion Technology expects to post revenues of between US$130 million and US$139 million in the fourth quarter of 2020, up 3-10% sequentially,...
Automotive chips, components demand turning strong till 1Q21
Wednesday 4 November 2020Demand for automotive power chips and components has started picking up since the third quarter of 2020 after experiencing almost two years of stagnancy, with sales outlook promising...
4G SoCs, handset PAs in short supply at distributors
Tuesday 3 November 2020The supply of 4G SoCs and PA components for both 4G and 5G models are falling short of demand, but may ease by the end of 2020, according to IC distribution sources.
Non-Huawei Android phone makers piling up IC inventory
Monday 2 November 2020Handset brands including Samsung Electronics, Xiaomi, Oppo and Vivo have stepped up their purchases of IC parts as they aim to take over the smartphone market share relinquished by...
Samsung expects profit to decline in 4Q20
Friday 30 October 2020Samsung Electronics expects profit to decline in the fourth quarter amid weakening memory chip demand from server customers and intensifying competition in mobile phones and consumer...