Highlights of the day: ICT orders from India slowing
Taiwan MCU vendors set to enjoy strong 2Q21
Taiwan-based MCU specialists are set to post sequential revenue increases of 30% or more for the second quarter of 2021, as clients have sustained strong shipment pull-ins after advancing order placements to secure sufficient supply amid worsening components shortages, according to industry sources.
Phison optimistic about 2Q21
NAND flash device controller and module supplier Phison Electronics has reported better-than-expected profits for the first quarter of 2021, and is optimistic about its operations in the second quarter.
Taiwan IC design houses may see disappointing 2Q21 sales
Taiwan-based IC design houses may post disappointing revenues for the second quarter of 2021, as a resurgence of COVID-19 infections in India has led to an overall deceleration in sales of handsets, tablets and other consumer technology products locally, according to industry sources.
Highlights of the day: UMC adjusting foundry quotes
Tight capacity and strong demand have been sending foundry service quotes rising. UMC has plans to raise its 28nm process quotes by almost 13% in July, and will adjust them upwards again in first-quarter 2022. MediaTek has received sufficient...
Memory price rally boosts ESMT profit in 1Q21
Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) saw its net profit climb over 100% on both sequential and on-year bases to NT$645 million (US$23.22 million) in the first quarter of 2021.
Phison sees revenue boom
NAND flash device controller and module supplier Phison Electronics saw its cumulative 2021 revenue through April increase about 9% on year to NT$17.98 billion (US$647.5 million), higher than those generated during the same period in previous years.
MediaTek looking to use TSMC InFO_PoP for handset APs
MediaTek is developing new flagship handset SoCs with performance specs comparable to Apple's A series APs for iPhones, and may also adopt TSMC's advanced InFO_PoP packaging technology for the new chips, according to industry sources.
Because of worsening shortages of ICs and components, downstream ICT product makers are expected to decelerate their paces in specs upgrades for their new products as their upstream partners will not have enough capacity to support them...
Winbond posts profit hike in 1Q21
Specialty DRAM and flash chipmaker Winbond Electronics has reported net profits jumped 350% sequentially to NT$1.59 billion (US$56.8 million) in the first quarter, with EPS reaching a 10-quarter high of NT$0.40.
As shortages of ICs and other components are expected to worsen further in the peak season, downstream system makers are expected to slow down specs upgrades for their new offerings set for launch in the second half of the year, according to industry sources.
AboCom sees clear order visibility for next 5 months
Wireless networking solution provider AboCom System has seen clear order visibility for the next five months, encouraging it to negotiate higher prices with customers, according to the company.
Taiwan's MCU vendors will see their revenue growth momentum constrained in the short term by extended delivery lead times at foundry and backend houses, although they have abundant orders in hands, according to industry sources.
Worldwide semiconductor revenues are forecast to surge 12.5% to US$522 billion in 2021, driven by continued-robust growth in consumer, computing, 5G and automotive semiconductors, according to IDC.
Novatek, Himax set to post record 2Q21 revenues
Display driver IC specialists Novatek Microelectronics and Himax Technologies both expect to see their second-quarter revenues hit another record-high levels.
Silicon Motion raises sales guidance for 2021
Memory device controller supplier Silicon Motion Technology has raised its revenue outlook this year, after posting record-high revenues for the first quarter.
EMS giant Foxconn, taking a step further in its transformation, has formed a joint venture with passive component maker Yageo for the development and sales of what they call "small ICs" - semiconductor chips with ASP lower than US$2.00...
Realtek posts record 1Q21 profit
Networking IC design specialist Realtek Semiconductor saw its net profit climb to a record high for the fourth consecutive quarter in the first quarter of 2021.
Foxconn, Yageo to form semiconductor JV
Foxconn (Hon Hai) Technology Group and Yageo have announced plans to form a joint venture for the development and sale of semiconductors.
Suppliers to gear up for PS5 redesign
Suppliers including foundry TSMC are expected to kick off production for the redesign of Sony's PlayStation 5 (PS5) games console between the second and third quarters of 2022, according to industry sources.
Driven by a resurgent memory market and relatively flat sales results from Intel, IC Insights believes that Samsung will again replace Intel as the leading semiconductor producer beginning in the second quarter of this year.
Demand for white-box servers from datacenter operators has been growing fast, with Taiwanese ODM's shipments already accounting for more than one third of the world's total server shipments in 2020, according to Digitimes Research's latest...
Driver IC backend capacity utilization unstable
Display driver IC (DDI) backend specialists Chipbond Technology and ChipMOS Technologies have seen unstable capacity utilization for processing small- to medium-size applications due mainly to unstable wafer shipments from chip designers, according to industry sources.
Taiwan-based IC design houses are bracing for a robust second-quarter 2021, fueled by persistently strong demand along with rising chip prices, according to industry sources.
Global 1Q21 semiconductor sales grow 3.6%, says SIA
Worldwide sales of semiconductors totaled US$123.1 billion during the first quarter of 2021, up 3.6% sequentially and 17.8% from a year earlier, according to SIA.
Taiwan notebooks – 1Q 2021
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter...
Global server market – 1Q 2021
First-quarter 2021 global server shipments amounted to 3.78 million units, down only 1.6% quarter-over-quarter and up 5.2% ye...
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...