Highlights of the day: TSMC expanding 5nm capacity
TSMC is fast expanding capacity for 5nm process to meet strong demand from a host of heavyweight clients, including Apple, AMD and MediaTek. The foundry house's capacity for 5nm process is expected hike by one third in second-half 2021...
Phison puts increased focus on non-CE apps
Phison Electronics, which specializes in flash storage devices and controller ICs, has put increased focus on enterprise, automotive and industrial applications while lowering sales generated from the consumer electronics sector as a proportion of company revenue to 30%.
MediaTek has obtained sufficient 6nm and 7nm process capacity at TSMC, which will allow the mobile SoC specialist to boost its 5G chip shipments in 2021, according to industry sources.
China MOSFET suppliers to raise prices again
China-based power MOSFET and other power device suppliers have already raised their quotes by 10-15% recently amid tight foundry capacity, and will make another upward price adjustments, according to industry sources.
Macroblock has developed miniLED backlighting driver ICs and is likely to begin volume shipments for such driver ICs for use in tablets, notebooks, gaming monitors and TVs in second-half 2021, according to company chairman Yang Li-chang.
Foundry and backend capacity constraints resulting in a global shortage of semiconductors will likely persist through 2022, according to Silicon Motion Technology, a Taiwan-based NAND flash device controller specialist.
Silicon Motion breaks ground for new HQ
Flash device controller IC company Silicon Motion Technology held a groundbreaking ceremony on February 24 for its new headquarters in northern Taiwan.
Unusually low rainfalls in Taiwan over the past year have resulted in water shortages, particularly in the southern parts of the country. Some companies at the Southern Taiwan Science Park, including TSMC, have started buying truckloads...
Qualcomm may switch to TSMC 4nm node in 2022
Qualcomm will continue to fabricate its next-generation 5G mobile chip, tentatively dubbed Snapdragon 895, at Samsung Electronics built using an upgraded 5nm process, but may switch to TSMC in 2022 using its 4nm process, according to industry sources.
Airoha terminates acquisition deal with IC Plus
Bluetooth and Wi-Fi chipmaker Airoha Technology has terminated a plan to acquire fellow PHY transceiver and media controller IC vendor IC Plus, as the latter's shareholders have decided to waive the planned acquisition project.
Holtek upbeat about 2021 and beyond
MCU specialist Holtek Semiconductor is optimistic about its sales and profits in 2021 and beyond, as the company has seen its order visibility extend into 2022, according to company president Gordon Gau.
The frigid weather that halted production in the US state of Texas may prompt IDMs to mull adjusting outsourcing strategies. Seeking more support from manufacturing partners, particularly those in Taiwan, may be a way for IDMs to diversify...
Billings among North American manufacturers of semiconductor production equipment topped US$3 billion in January 2021, according to SEMI.
MediaTek keen to maintain momentum in 5G SoC market
Having seen its revenues hit a record high of over US$10 billion in 2020, MediaTek is lookking to cash in on the momentum to push the sale of its next-generation 5G SoC solutions, according to industry sources.
Taiwan-based IC design houses backed by large-scale and well-established parent companies, such as LCD driver IC firms Fitipower Integrated Technology and Raydium Semiconductor, will be more capable of mitigating the impact of increasingly tight capacity at foundries in 2021, according to market sou...
IDMs may evaluate more outsourcing
IDM vendors may consider outsourcing more of their production starting 2022, with Taiwan-based contract chipmakers being among the beneficiaries, according to industry sources.
Major chip vendors have been striving for support from production partners, and Qualcomm reportedly will even appoint a VP dedicated fully to working to secure capacity in Taiwan. Qualcomm and MediaTek are also said to be both stepping...
China demand set to buoy Taiwan ASIC designers in 2021
Taiwan-based ASIC and SoC design service providers including Alchip, Faraday Technology and Global Unichip will continue to enjoy robust demand from China's chipmaking industry in 2021 with revenue set to be driven by a strong pull-in of orders for China's homegrown chip solutions, according to industry...
Qualcomm has been gearing up to seek multiple supply sources for both silicon-based and III-V semiconductors amid increasingly tight capacity at the global IC value chain, and reportedly will install one vice president working exclusively to cement support from production partners in Taiwan, according...
Analog IC vendors brace for strong sales in 2021
Most Taiwan-based analog IC design houses are likely to see double-digit growths for their revenues and profits in 2021, judging from their clear order visibility, according to industry sources.
China remains largest IC market
China became the largest IC market in the world in 2005 and has continued to grow in size since then. In 2020, China's IC market increased to US$143.4 billion, a 9% gain from US$131.3 billion in 2019, according to IC Insights.
Automakers are desperate for support from foundry partners to ease chip shortages disrupting their production, and they are willing to pay extra in return for foundries giving top priority to their orders. TSMC has agreed to give automotive...
Winter storm in US to disrupt chip supplies
The impact of winter storms that struck the US state of Texas could be significant on the world's supply of certain semiconductors, including high-end NOR flash and chips demanding 8-inch wafer fabrication, according to industry sources.
TSMC has agreed to give top priority to orders placed by its automotive chip clients, giving them SHR (super hot run) status, according to sources at Taiwan-based analog IC firms.
Global tablet market – 4Q 2020
Fourth-quarter 2020 global tablet shipments amounted to 51.56 million units, soaring 17.6% from a quarter ago and 19.3% from...
China smartphone AP shipments – 4Q 2020
Fourth-quarter 2020 smartphone AP shipments to China-based vendors amounted to 211.6 million units, up 9.9% quarter-over-quarter...
China smartphone market and industry – 4Q 2020
Fourth-quarter 2020 smartphone shipments to the China market amounted to 86.7 million units. The volume represented 19.3% growth...
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...