Realtime news
IC design, distribution
  • Chipmakers are still optimistic about 5G this year
    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...
  • China-based IT firms are in danger of facing US sanctions
    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 reports record sales for 2Q20
    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 and Qualcomm have reached an agreement
    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.
  • Semiconductor sales increased in May
    The global semiconductor industry posted May sales of US$35 billion, up 1.5% sequentially, according to Semiconductor Industry Association (SIA).
  • Chip vendors still have high hopes for 5G phones this year
    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's InFO_SoW technology targets supercomputer chips
    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
    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...
  • Chinese chipmakers will have to rely on Taiwanese IC substrate suppliers
    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 manager of digital security solution business Kuo-Yang Chiang
    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...
  • Xiaomi is relying more on MediaTek
    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...
  • Demand from the EV sector is strong
    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.
  • Supply for LCD driver IC and TV SoCs is getting tight
    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.
  • Xioami is expected to rely more on MediaTek chips
    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 is expected to see record sales for 2020
    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.
  • MEMS shipments for toys are less stable
    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.
  • Keystone is expanding capacity in Taiwan
    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.
  • MediaTek currently focuses on sub-6GHz
    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 potentially to be 5G mobile chip leader
    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 new solutions for gaming phones
    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.
  • CWE chairman
    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 iPhones later this year
    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...
  • MediaTek is geared up for 5G
    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.
  • The car industry has been hit hard by the pandemic
    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.
  • Taiwan has 22% of the world's wafer capacity
    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

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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