Realtime news
IC design, distribution
  • Xilinx has introduced a new product category called adaptive compute acceleration platform (ACAP) - a highly integrated multi-core heterogeneous compute platform - for big data and AI applications. The new product family will be developed using 7nm process technology at Taiwan Semiconductor Manufacturing...
  • SEMI president and CEO Ajit Manocha
    After soaring 22.3% on year to hit a 7-year annual high of US$420 billion in 2017, the global semiconductor revenues will enter a new round of growth mainly driven by AI and 5G technologies and applications and may challenge US$500 billion in the foreseeable future. And revenues from diverse semiconductor...
  • Phison posts impressive profits for 2017
    NAND flash device controller IC supplier Phison Electronics has reported net profits of NT$5.82 billion (US$199.2 million) for 2017 hitting a record high. EPS for the year reached NT$29.23.
  • Solid State System (3S) expects to post sequential decreases in revenues and gross margin for the first quarter of 2018, due to a seasonal slowdown in orders for NAND flash device controller chips and MEMS microphones.
  • IC Insights has raised its IC market growth forecast for 2018 to 15% from 8% estimated previously. The revision was made due to higher-than-expected output value of the DRAM segment.
  • Robust demand for niche-market ICs particularly high-speed transmission chips and FPGAs will be driving related IC distributors' revenue growth in 2018, according to industry sources.
  • ASMedia Technology has decided to distribute a cash dividend per share of NT$6 (US$0.21) for 2017 when it reported record net profits of NT$432 million, according to the company's board of directors.
  • Taiwan-based IC design house Weltrend Semiconductor has announced a plan to trim its paid-in capital by 20% or NT$445 million (US$15.225 million) from its current level of NT$2.226 billion, by returning NT$2 per share to shareholders after the capital reduction plan clears the firm's annual shareholders...
  • As new-generation CPU platforms set for launch by Intel and AMD in late March or early second quarter of 2018 all require faster data transmission and better charging performance, Taiwan chipmakers, especially those of high-speed transmission chips, USB power delivery (PD) chips, power management chips...
  • tsmc
    TSMC's 16nm and 12nm process production capacity has been tight in the first quarter of 2018 driven by strong demand for GPUs and ASICs for cryptocurrency mining, according to industry sources. A surge in cryptocurrency mining chip orders is set to boost the pure-play foundry's sales performance in...
  • High-speed transmission chips see growing demand
    With the growing demand for high-speed data transmission interface solutions including PCIe, Type C, DP, and SerDes fueled by rampant AI, cloud service, big data and IoT applications, Taiwan makers of chipsets to support the solutions including Parade Technologies, ASMedia Technololgy and Aspeed Technology...
  • Taiwan-based backend houses are expected to enjoy robust demand for NOR flash memory, which will be driven by a ramp-up of orders for custom ASICs in 2018, according to industry sources.
  • MediaTek's recently-introduced Helio P60 mobile SoC that comes with AI capabilities has been adopted by Oppo and Meizu for their upcoming smartphone models, according to a report from Taiwan's TechNews.
  • GPU demand from the cryptocurrency mining industry is showing signs of slowdown recently and Nvidia has started taking measures to minimize possible damage, according to some market sources.
  • Aided by the price hikes enforced in late 2017, Taiwan MOSFET makers including Sinopower Semiconductor, Excelliance MOS, Niko Semiconductor and Advanced Power Electronics (APEC) all expect better revenue performances for the first quarter of 2018 than a year earlier, despite the traditional slow season...
  • touch
    Taiwan IC designers will see their shipments of TDDI (touch with display driver integration) chips and fingerprint recognition chips sustain growth momentum in 2018, but looming price-cutting competitions among players across the Taiwan Strait are likely to undermine their revenue and profit performances...
  • Mobile SoC specialist MediaTek has reported consolidated revenues of NT$12.71 billion (US$434.2 million) for February 2018, down 24.5% sequentially and about 25% on year.
  • iphone x
    Most Android smartphone vendors, particularly those in China, are still reluctant to adopt 3D sensing technology for their new models to be launched in 2018 due to the persistent high prices of 3D sensing modules, according to sources from Taiwan-based IC-design houses.
  • Set-top box (STB) chipset developer ALi has obtained orders from Videocon d2h, an India-based direct-to-home (DTH) operator, for Videocon d2h's next-generation high-definition (HD) digital STBs.
  • IEAS
    India Electronics & Semiconductor Association (IESA) held its annual event IESA Vision Summit at the Leela Palace in India's high-tech center Bengaluru at the end of February. Taking place at the Leela Palace - one of India's best hotels featuring Indo-Islamic architectural grandeur, the event...
  • TSMC performance to benefit from new cryptocurrency ASIC orders
    In addition to orders for 7nm chips, robust orders for cryptocurrency mining ASICs from China-based Bitmain Technologies are expected to drive Taiwan Semiconductor Manufacturing Company's (TSMC) revenue growth in 2018, according to industry observers.
  • TL Lee, head of MediaTek's wireless communication product business unit
    MediaTek has introduced its new solution to bring artificial intelligence (AI) capabilities to smartphones, and is gearing up for competition in the AI smartphone field.
  • Replacement demand for smartphones in emerging markets including India, Southeast Asia, Central America, the Middle East and Africa will be playing the growth driving role of the global smartphone market in 2018, as demand in the China market, a previous locomotive for the industry, has begun to slow...
  • Cree has acquired assets of Infineon Technologies' Radio Frequency (RF) Power Business for approximately EUR345 million (US$428.23 million). The transaction expands the Cree Wolfspeed business unit's wireless market opportunity, according to the companies.
  • Taiwan IC tester Sigurd Microelectronics saw its revenues for February 2018 surge 51% on year to NT$692 million (US$23.63 million) despite the Lunar New Year holidays in the month, and its combined revenues for the first two months of the year also soared 45.8% on year to NT$1.408 billion.

Global server market – 4Q 2017

Taiwan LCD monitors – 4Q 2017

Taiwan handsets – 4Q 2017

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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