Though there is still uncertainty lying ahead because of the coronavirus pandemic, fabless IC designers are still anticipating a seasonal pick-up in demand from end market segments includign 5G phones. The IC designers are requesting...
Inspur, China's biggest server brand, will be among the companies affected negatively by the escalating US-China trade war due to its dependence on US chip vendors including Intel and Nvidia.
Realtek posts record 2Q20 revenue
Networking IC design specialist Realtek Semiconductor has reported consolidated revenue increased 8.85% sequentially to a record high of NT$17.34 billion (US$588.7 million) in the second quarter of 2020.
Soitec has announced a business agreement with Qualcomm Technologies on the supply of piezoelectric-on-insulator (POI) engineered substrates for 4G and 5G RF filters. Soitec's piezoelectric-on-insulator substrate brings strong value proposition to smartphones' 5G filters for mass markets.
Global semiconductor sales increase in May
The global semiconductor industry posted May sales of US$35 billion, up 1.5% sequentially, according to Semiconductor Industry Association (SIA).
Taiwan's first-tier IC design houses, such as MediaTek, have demanded more capacity support from their foundry partners recently, according to industry sources.
TSMC has also developed InFO_SoW (system-on-wafer) technology mainly for processing supercomputing AI chips. Demand for such extremely costly chips may be limited, but TSMC looks to commercialize the InFO_SoW technology in two years....
TSMC, after launching 3D SoIC backend service, has also developed InFO_SoW (system-on-wafer) technology mainly for processing supercomputing AI chips and is expected to enter commercial production with the InFO-derived process within two years, according to sources familiar with the advanced packaging...
As demand for locally-developed CPUs and GPUs in China continues rising amid the US trade sanctions against Chinese IT enterprises, Taiwan-based IC substrate suppliers are expected to see more orders from China-based chipmakers in the next few years, according to sources from the upstream supply cha...
Infineon eyes potential of e-SIM in M2M
Adoption of e-SIM technology is expected to be driven mainly by handset applications in the next few years as consumers can switch their telecom service providers easily with the technology, but the machine to machine (M2M) sector is where the e-SIM technology can demonstrate its full potential, according...
In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
SiC wafer in robust demand for EV applications
The supply of SiC wafers may become insufficient to satisfy demand for electric vehicles (EV) in the near future, prompting Taiwan-based silicon wafer makers including GlobalWafers, Wafer Works and Tainergy Tech to step up deployments in the new segment, according to industry sources.
Prices for TV SoCs, driver ICs set to rise
Taiwan's IC designers are mulling raising quotes for TV SoCs and driver ICs amid increasingly tight supply as Korean vendors gradually quit production of LCD panels and TVs as well as related chips solutions, according to industry sources.
Chinese handset vendor Xiaomi reportedly will work more closely with MediaTek to jointly develop customized SoCs for 5G smartphones after having its Redmi 10X series adopt the chipmaker's Dimensity 820 mobile processor, according to industry sources.
Elan posts record 2Q20 revenue
Touchscreen solution and fingerprint sensor specialist Elan Microelectronics has reported revenue climbed 60.4% sequentially and 62.2% on year to an all-time high of NT$3.54 billion (US$120.1 million) in the second quarter of 2020.
Taiwan's niche-type IC designer PixArt Imaging has tapped into the supply chain of Lego's third-generation Mindstorms robots for kids with diverse optical and MEMS sensors, according to industry sources.
IC test solutions provider Keystone Microtech is looking to expand its production capacity at its plant in Hsinchu, northern Taiwan to satisfy growing demand for networking chips, RFIC, Wi-Fi solutions and 5G mobile chips, according to industry sources.
Highlights of the day: MediaTek has advantage in 5G
The 5G era may not be getting off to a flying start, thanks to the coronavirus pandemic, but the unexpected development - plus the US-China trade war - is giving MediaTek an advantage over its major competitor Qualcomm in 2020 because...
MediaTek poses growing threat to Qualcomm
MediaTek's focus on the sub-6GHz segment and the China market is putting the Taiwan-based company in a better position to march into the 5G mobile chip market, according to market observers.
MediaTek has launched its newest chips in the smartphone gaming-focused G series - the MediaTek Helio G25 and G35. The latest chips feature MediaTek HyperEngine game technology for faster, smoother performance, enhanced power efficiency, and brilliant graphics.
Chang Wah to raise stake in Tian Zheng
Chang Wah Electromaterials (CWE), a Taiwan-based distributor of packaging material and equipment, has disclosed plans to grow its stake in Tian Zheng International Precision Machinery, which specializes in automation equipment, to 12.08% from the current 2.31%.
Apple is expected to launch its 5G iPhone later this year, but its supply chain partners are now much less optimistic about shipments for the new devices that reportedly will support mmWave in 2020. Apple has been relying mostly on Taiwan-based...
Backend firms raising capacity support for MediaTek
Taiwan's backend firms are moving to increase capex in the second half of 2020 to expand capacity to fulfill additional orders from MediaTek which is strengthening presence in 5G SoCs, Wi-Fi 6 chipsets and networking solutions, according to industry sources.
Foundries see cutback in orders for auto chips
TSMC and other pure-play foundries have seen their mature process capacity utilization rates decline, due mainly to a substantial cutback in orders for automotive electronics applications, according to industry sources.
As of December 2019, Taiwan led the world in wafer capacity with about 22% of worldwide capacity installed in the country, according to IC Insights. Taiwan surpassed South Korea in 2015 to become the largest capacity holder after having passed Japan in 2011.
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
Global tablet market – 1Q 2020
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...