Wednesday 10 April 2024
Taiwan PA suppliers see demand strengthening
Taiwan-based companies involved in the supply chain of mobile phones and wireless Power Amplifiers (PA), including foundries Win Semiconductors and Advanced Wireless Semiconductor...
Tuesday 26 March 2024
VPEC sees brisk order visibility from data center sector
Epitaxy wafer manufacturer Visual Photonic Epitaxy (VPEC) has seen clear order visibility for data center applications extend into the second quarter of 2025.
Monday 29 January 2024
Optoelectronics firm VPEC is beaming about AI phone growth prospects
The arrival of the AI smartphone era is giving GaAs (Gallium Arsenide) Epitaxial chip (Epi) manufacturers such as Taiwan's VPEC (Visual Photonics Epitaxy Co.) something to get excited...
Tuesday 9 January 2024
Taiwan PA supply chain sees strong revenue growth in 4Q23
GaAs foundries Win Semiconductors (WinSemi) and Advanced Wireless Semiconductor (AWSC), and epi-wafer supplier Visual Photonics Epitaxy Company (VPEC) have all reported double-digit...
Friday 6 October 2023
Taiwan III-V IC suppliers post mixed September results
Win Semiconductors' revenue dipped 1.5% sequentially in September, while revenue at fellow gallium arsenide (GaAs) foundry Advanced Wireless Semiconductor (AWSC) climbed 7.9% on month...
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...
Wednesday 22 March 2023
Taiwan III-V IC suppliers see promising demand from Sony
With Sony attempting to secure additional sensor chip orders for Apple's iPhones, Taiwan-based epitaxial wafer manufacturers and other III-V IC suppliers are optimistic about demand...
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...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research