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IC design, distribution
  • notebook
    The rampant pandemic in India has raised an alarm among ICT makers. Suppliers in the handset and PC sectors have seen orders dlowing down from the South Asian country. Taiwanese IC...
  • mcu
    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
    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.
  • mediatek
    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.
  • umc
    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
    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
    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
    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.
  • IC shortages may decelerate ICT device makers' pace in upgrading product specs
    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.
  • Chips shortages to slow down specs upgrades for new offerings in 2H21
    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 enjoys clear order visibility for the next five 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.
  • Longer production lead times to constrain revenue growth at MCU vendors
    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.
  • Global semiconductor revenues to grow in 2021
    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 expects record performance in 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.
  • foxconn
    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
    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.
  • Yageo chairman Pierre Chen (left) and Foxconn chairman Young-Way Liu
    Foxconn (Hon Hai) Technology Group and Yageo have announced plans to form a joint venture for the development and sale of semiconductors.
  • The CPU for the redesigned PS5 to enter production in 2Q22
    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.
  • samsung
    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.
  • vis
    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...
  • backend
    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.
  • ic
    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.
  • semi
    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 server market – 1Q 2021

Taiwan LCD monitors – 4Q 2020

Global server shipment forecast and industry analysis, 2021

China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025

Global LCD panel shipment forecast, 2021 and beyond

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