Friday 13 October 2023
Android smartphone makers begin to restock their chip inventories
Android smartphone makers have recently resumed stockpiling, primarily of old-generation chips from first-tier SoC suppliers such as MediaTek, according to industry sources.
Thursday 12 October 2023
OSATs to see AI chip demand fuel growth in 2024
Although major Taiwan-based OSATs experienced a decline in total revenue for 2023 through September, market sources state that they are gearing up for an anticipated rise in demand...
Wednesday 13 September 2023
IC backend houses to see demand recovery in 2024
Taiwan-based IC backend houses have witnessed an improvement in their sales performance during the third quarter. However, it is anticipated that a significant rebound in demand may...
Friday 25 August 2023
ASE, KYEC brace for revenue decreases in 2023
OSATs ASE Technology and King Yuan Electronics (KYEC), both of which reportedly are in the supply chain for Nvidia's AI chips, are likely to experience revenue declines in 2023 despite...
Monday 21 August 2023
Handset chip backend houses pin hopes on new iPhones to bolster basic shipments in 2H23
Taiwan's mobile phone chips backend supply chain players have recently expressed pessimism about the handset application market outlook. Major OSATs ASE Technology and King Yuan Electronics,...
Thursday 3 August 2023
IC testing houses see slight pick-up in fab utilization
IC testing houses Ardentec, King Yuan Electronics (KYEC) and Sigurd Microelectronics have all seen their fab utilization rates pick up slightly in the third quarter, despite the gloomy...
Tuesday 25 July 2023
OSE sees EMS business bolstered by robust AI server demand
As inventory adjustments at semiconductor and electronics supply chains may persist into the fourth quarter of the year, many medium-sized OSATs are seeking different niches to bolster...
Tuesday 18 July 2023
Edge AI chips to increasingly adopt 3nm process
Edge AI chips will increasingly be fabricated on 3nm technology, prompting testing firms, such as King Yuan Electronics (KYEC) and Winstek Semiconductor, to boost their deployments...
Thursday 13 July 2023
KYEC sees robust testing demand for HPC processors but handset SoC sluggish
Testing house King Yuan Electronics (KYEC) continues to see sluggish demand for handset SoCs, despite robust demand for HPC processors, according to industry sources.
Tuesday 13 June 2023
Taiwan OSATs see slight recovery in capacity utilization
Taiwanese OSATs such as ASE Technology, Powertech Technology (PTI), and King Yuan Electronics (KYEC) have experienced modest increases in capacity utilization, with their second-...
Wednesday 31 May 2023
KYEC sees handset chip demand remain sluggish
Dedicated IC testing house King Yuan Electronics (KYEC) continues to see weak demand for smartphone application processors, with replenishment demand unlikely to pick up until the...
Monday 10 April 2023
Taiwan-based OSATs see upstream orders increase in 2Q23
Taiwan-based driver IC OSATs such as ChipMOS Technologies and Chipbond Technology are seeing the monthly operating growth rate of chip and backend companies exceed 20%, according...
Friday 17 March 2023
Taiwan OSATs consider Mexico as regional operations base to help partners expand in US
Taiwan-based OSATs, many of which are involved with TSMC and other chipmakers, are considering Mexico as their regional base of operations to assist partners looking to expand into...
Thursday 9 March 2023
OSATs see clear automotive MCU orders from IDMs till end-2023
Taiwan's OSATs including ASE Technology, TeraPower Technology under Powertech Technology (PTI), and Ardentec have seen clear order visibility for automotive MCUs from IDMs till the...
Thursday 16 February 2023
Wafer bank pressure starts to ease
IC backend houses warehouses have been filled with "wafer bank" inventories from fabless customers over the last two years, but the pressure has begun to ease, according to AH Liu,...