MCU maker Holtek releases AI chip solution
Taiwan-based Holtek Semiconductor has developed its first AI chip solution to tap smart living application opportunities and has also launched a spate of new MCU products for automotive, security, and sensor applications, according to industry sources.
The impact of the shortages of Intel's 14nm CPUs seems to be rippling out from the PC to the sever sector. Sever ODMs now see tight supply for Intel 14nm CPUs with their stocks reportedly going under safe levels. Despite the pressure, the server...
Rohm sees opportunities in supply chain transformation
Japan IDM Rohm Semiconductor will strengthen sales of power components for industrial and automotive applications in Taiwan through local distribution agents, seeing opportunities in an IT supply chain that has been keen to transform itself.
Server makers see 14nm chip supply become tight
Server ODMs have reportedly seen the supply of Intel's 14nm CPUs become tight but remain sufficient to support their shipments in the fourth quarter, according to sources from the server industry.
GF acquires Smartcom PDK development team
Globalfoundries has acquired the PDK engineering team from Smartcom Bulgaria. The newly acquired team will enhance GF's scale and capabilities, while strengthening competitiveness of its specialized application solutions to further position the company for growth and value creation, according to the...
No one could do better than TSMC when it comes to predicting the possible size of next year's 5G smartphone market, as the top foundry house can rely on order visibility from chip clients to support its estimation. Now some industry sources have cited TSMC's internal estimates as expecting global
Synopsys announced recently that the company is partnering with Arm and Samsung's foundry operations (Samsung Foundry) to develop solutions enabling early adoption of the next-generation Arm-based processor.
Intel to unveil discrete 10nm GPU by mid-2020
Intel is looking to unveil its first discrete GPU solution based on its Xe architecture and built using 10nm process technology by the middle of 2020, according to industry sources.
Judging from TSMC's rising capacity utilization rates, downstream memory device vendors have asked their controller suppliers to build up their inventory in advance, according to industry sources.
Global shipments of 5G phones could approach 300 million units in 2020, much higher than most market observers expect, according to industry sources, citing an internal estimate at TSMC.
Highlights of the day: iPhone 11 series fuels TSMC sales
Strong demand from the 5G sector is apparently not the only factor driving TSMC's sales growth. The foundry house is gaining growth momentum from better-than-expected sales of Apple's iPhone 11 series for fourth-quarter 2019, and first-quarter...
MediaTek reportedly to start shipping 5G SoC in 4Q19
MediaTek is expected to start shipping its first-generation 5G SoC chips later in the fourth quarter of 2019, for which the chipmaker is likely to post a slight drop or flat growth sequentially in revenues, according to media reports.
China-based handset vendors Oppo and Vivo both are reportedly accelerating the developments of 5G smartphones and are expected to roll out their respective 5G phones at the end of 2019 or in early 2020, which will be about 2-3 months ahead of schedule, according to sources from Taiwan's IC supply ch...
Taiwan's chipmaking industry, led by TSMC, is gearing up to enter its next stage of growth as chip demand for 5G applications is set to start ramping up substantially next year, according to industry observers.
The semiconductor industry is undergoing a brutal downturn in 2019 - a drop so powerful that it can only be ended by an even more formidable force: the massive economic impact exerted by the deployment of 5G technology, according to IHS Markit.
Highlights of the day: Intel to increase output
Notebook ODMs have again been hit by Intel CPU shortages. But Bob Swan, visiting Taiwan for the first time as Intel's CEO, said his company is expanding production capacity, particularly for 14nm processors. Swan noted that Taiwan has...
Intel will be gradually expanding its foundry production capacity, particularly for 14nm process this year, according to company CEO Bob Swan. Swan and other Intel executives arrived in Taiwan earlier this week meeting with local partners and suppliers.
Intel looks to 5G, AI for future growth
The emerging 5G and AI applications will be driving Intel's growth over the next decade, market observers believe.
Highlights of the day: TI revamping sales practice
Texas Instruments is revamping the way of selling its products, relying less on distributors. TI earlier this month decided to terminate Avnet's rights to distributing its products starting 2021, and Taiwan-based WPG and WT Micro have just disclosed their distribution...
Qualcomm joins Taiwan 5G Alliance
Qualcomm has recently joined Taiwan's 5G Alliance and will partner with Taiwan's OEM/ODMs and academies to conduct 5G research, according to Alex Orange, senior director of Government Affairs at Qualcomm Southeast Asia&Pacific and Taiwan.
The global IC foundry industry output value will grow by a CAGR of 5.3% to reach US$75.42 billion in 2024, the final year of a five-year forecast period, driven by chip demand for 5G, AI and HPC applications, according to Digitimes Research.
Novatek likely to enjoy strong 4Q19 results
LCD driver IC design specialist Novatek Microelectronics is expected to enjoy a strong fourth-quarter 2019, thanks to continued ramp-up in TDDI chip shipments, coupled with revenues generated from its new optical fingerprint sensor products, according to market sources.
WPG, WT Micro to discontinue sale of TI products
Taiwan-based IC distributors WPG Holdings and WT Microelectronics have disclosed that they will discontinue their Texas Instruments (TI) chip and component offerings starting from 2021 after the US firm terminates their distribution rights.
Preparations for the year-end shopping season and extra inventory build-ups at clients to avoid extra US tariffs are heaping strong pressure on notebook ODMs who are not receiving sufficient support from Intel. They thought the Intel processor shortfall had eased, only to find out that 14nm...
China's de-Americanization campaign, a move aimed at cutting reliance on the US suppliers of crucial semiconductor components and technologies, has emerged as the largest black swan affecting the development of the 5G chips market in 2020, according to industry observers.
Global tablet shipment forecast, 2020 and beyond
2019 global tablet shipments will slide significantly from the level of 2018 as brand tablets are experiencing weakening momentum...
Global smartphone shipment forecast, 2020 and beyond
Global smartphone shipments will continue to decline for the second year in 2019. Although emerging markets have demand coming...
Global notebook shipment forecast, 2020 and beyond
Notebook shipments in 2019 are estimated to show a 1.6% increase with vendors ramping up inventory in preparation for the US-China...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...