Realtime news
IC design, distribution
  • MediaTek is likely to land handsome orders for smart voice service chipsets from Amazon as the web giant is extending its built-in Alexa smart voice software to a variety of devices including microwaves, speakers, video receivers, and automotive electronics gadgets, and the Taiwan chipmaker is also...
  • AMD is expected to see rising shares in the PC DIY and desktop markets
    After returning to profitability in 2017, AMD has continued gaining momentum to perform better in 2018, with its share price hitting a 12-year high recently and its global desktop processor market share likely to rebound to 30% again in the fourth quarter of the year, thanks to full foundry support...
  • The three-month average of worldwide billings of North America equipment manufacturers registered a sequential decrease for the third consecutive month in August 2018, reaching a nine-month low of US$2.24 billion, according to SEMI.
  • FocalTech Systems has stepped up its legal attack against Novatek Microelectronics, alleging another Novatek TDDI chip for infringing its patents.
  • Imec has signed a memorandum of understanding with Taiwan's Instrument Technology Research Center of National Applied Research Laboratories (ITRC-NARLabs) under which both research centers will collaborate on developing advanced imaging and optics applications.
  • VIA Technologies and Alibaba Cloud have together announced their latest AI Internet of Things (IoT) system ARTigo A920 at an event hosted by Alibaba in China.
  • Phan Tam, Vietnam's deputy minister of information and communication
    Vietnam has a population of near 100 million and there are over 70 million handset and Internet users, providing a good foundation for stable development of the country's information and communications technology (ICT) industry, according to Phan Tam, deputy minister of Vietnam's Ministry of Information...
  • HP Enterprise (HPE) has recently been said to have recommended its partners adopt its server products using AMD's platforms to avoid the impact of Intel processor shortages. But Digitimes sources from the upstream supply chain have indicated that no other server players have seen issues with supply...
  • Phison chairman Khein-Seng Pua
    NAND controller chipmaker Phison Electronics expects its shipments of NAND flash solutions for handset applications to expand exponentially in 2019 and those for SSD controller chips to grow 30-40% on year, propelled bythe ever expanding memory market and increasing orders from industrial partners,...
  • AP Memory will be executing its business transformation between the fourth quarter of 2018 and first-half 2019, as the company is looking to improve its gross margin and profit performance, according to the memory-IC design house.
  • China e-commerce giant Alibaba has disclosed plans to set up a new semiconductor company to focus on customized AI chips and embedded processors to support Alibaba's growing cloud and IoT businesses, according to media reports from China.
  • Since both HiSilicon's Kirin 980 and Apple's A12 Bionic application processors come with AI (artificial intelligence) accelerators, the penetration rate of related AI-based accelerating solutions in smartphone production is expected to surpass 30% in the fourth quarter of 2018, according to Digitimes...
  • China's IC industry is expected to establish a solid foothold in five years and go on to become a top-three or top-four player globally in 2028-2030, according to Zhao Weiguo, chairman of Tsinghua Unigroup.
  • China-based fabless IC firms have managed to become world-class chipmakers following 10 years of technology advancement, and they are now technologically on a par with global peers, according to Roger Luo, president of TSMC Nanjing.
  • A pull-in of short lead-time orders for TVs and set-top boxes is set to buoy revenues at Taiwan-based IC design houses in September, according to industry sources.
  • Rick Tsai, CEO for MediaTek, spent about NT$30 million (US$0.94 million) of his own money to buy MediaTek shares in August alone, according to Chinese-language media reports.
  • Fingerprint sensor supplier Egis Technology (Egistec) has announced plans to repurchase two million shares or 2.82% of the company's outstanding shares at between NT$82 (US$2.66) and NT$220 per unit through November 18. The bought-back shares will be distributed to employees.
  • FocalTech Systems has demanded at least NT$794 million (US$25.8 million) from fellow IC design company Novatek Microelectronics for allegedly infringing its patents related to TDDI chip solutions.
  • NXP EVP Steve Owen
    NXP Semiconductors has gone through several periods of restructuring since its departure from Philips, followed by privatization, and mergers and acquisitions. Steve Owen, executive vice president of sales and marketing at NXP, suggested that the company intends to be consistent despite all the changes...
  • tsmc
    Combined third-quarter 2018 revenues of Taiwan's foundry houses are estimated to rise 6.2% sequentially or inch up 1.6% on year to US$9.94 billion on a gradual pick-up in mobile communication chip foundry demand, according to Digitimes Research.
  • A seasonal pick-up in communication IC demand is set to boost revenues at Taiwan-based IC distributors including WPG and WT Microelectronics in the third quarter of 2018, according to industry sources,
  • iphone
    Global smartphone AP shipments may show a 0.8% on-year decline to reach 1.59 billion units in 2018, according to Digitimes Research.
  • biometric
    IC design houses in Taiwan and China including Egis Technology (Egistec), Goodix Technology, FocalTech Systems and Silead Microelectronics are gearing up to upgrade and expand their offerings to better cash in on rapid increases in global demand for biometric identification chips, with their shipments...
  • Flash storage device controller company Phison Electronics has started shipping its new-generation SSD controllers in September.
  • Consolidated revenues at MediaTek climbed to a 21-month high of NT$23.5 billion (US$762.3 million) in August 2018.

Taiwan LCD monitors – 2Q 2018

Taiwan handsets - 2Q 2018

Taiwan LCD TVs – 2Q 2018

iPhone shipment analysis and forecast, 2H18

Global smartphone AP demand forecast till 1Q19

Global AP market, 2017-2021

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