Monday 7 August 2023
Taiwan supply chain partners cautious about new iPhone sales outlook
All the new iPhone series for 2023 are very likely to feature Dynamic Island display technology, but Taiwanese partners in the supply chain, such as camera modules...
Tuesday 4 July 2023
China to impose export restrictions on compound semi materials
China will begin enforcing export restrictions on gallium and germanium-related materials used to manufacture compound semiconductors next month.
Monday 5 June 2023
GaAs PA suppliers upbeat about demand for niche applications
For suppliers of GaAs-based RF power amplifiers (PAs), market demand for handsets and other consumer electronics devices will remain weak, but demand for niche-market applications...
Thursday 25 May 2023
New Apple-Broadcom deal gets three interpretations from RF supply chain in Taiwan
The signing of a long-term contract between Apple and Broadcom to develop 5G radio frequency (RF) components could easily drive outsiders to associate it with the "coopetition" relationships...
Monday 20 March 2023
Taiwan partners to beef up backend support for Qualcomm new chips in 2H23
As Qualcomm is set to place wafer starts with TSMC for new handset APs, RF chips, networking chips, and even PC CPUs to be launched in the second half of 2023, its backend supply...
Friday 6 January 2023
GaAs foundries post revenue drops in 2022
Win Semiconductors and Advanced Wireless Semiconductor (AWSC), as well as epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC), all saw their 2022 revenues register double-digit...
Wednesday 28 December 2022
Taiwan III-V IC suppliers see different market prospects for 2023
Taiwan's compound semiconductor foundry houses and epi-wafer suppliers show different views about when market demand will rebound in 2023, after seeing their shipments of handset-use...
Thursday 6 October 2022
Taiwan 6-inch foundries brace for weak 2H22
Taiwan-based 6-inch foundries are bracing for a particularly weak second half of this year, due to the falling demand for handset power amplifiers (PA) and other related chip solutions,...
Tuesday 13 September 2022
Taiwan 3D sensor makers to see 4Q22 sales boosted by new iPhones
Taiwan's 3D sensor supply chain players are expected to see their fourth-quarter revenue performance bolstered by shipments for the newly debuted iPhone 14 series, which, particularly...
Thursday 1 September 2022
InP epi-wafer demand promising for niche-market applications
InP-based epitaxial wafer demand will be promising for niche-market applications, particularly optical communication uses bolstered by continuous construction of large-size datacenters...
Wednesday 6 July 2022
Taiwan GaAs foundries to see fab utilization rates rise in 3Q22
GaAs foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC) are both expected to see their fab capacity utilization rates pick up in the third quarter of 2022, according...
Wednesday 29 June 2022
Taiwan III-V IC makers enter Qualcomm Wi-Fi 7 supply chain
Taiwan-based epiwafer suppliers and gallium arsenide (GaAs) foundries have cut into the supply chain for Qualcomm's recently-announced Wi-Fi 7 frontend module (FEM) solutions designed...
Monday 20 June 2022
Handset PA makers pinning hopes on iPhones for 3Q22 sales
Taiwan's GaAs-based power amplifiers (PA) supply chain players including foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC) and epi-wafer maker Visual Photonics...
Wednesday 2 March 2022
Taiwan makers see promising PA demand for defense applications
Taiwan-based companies engaged in the supply of compound semiconductor power amplifiers (PA) for defense applications are optimistic about demand in the long term, according to industry...
Tuesday 11 January 2022
Taiwan III-V IC makers gearing up for robust RF, PA demand
Taiwan-based gallium arsenide (GaAs) foundries including Win Semiconductors and Advanced Wireless Semiconductor (AWSC), and epi-wafer suppliers such as Visual Photonics Epitaxy Company...