Highlights of the day: 8-inch foundry quotes rising
Supply of 8-inch foundry capacity has been tight, with delivery lead time extending to three to four months. Rush orders placed with 8-inch foundries are expected to face an increase of 10% in quotes in fourth-quarter 2020. In turn, IC...
Egis files infringement complaint against Goodix
Taiwan-based Egis Technology (EgisTec) has filed a patent complaint with Beijing's Intellectural Property Court against China-based Goodix Technology for allegedly infringing on one of its patents in the manufacturing and sales of fingerprint sensing devices.
Taiwanese IC designers are likely to raise their quotes for power management ICs and MOSFETs for notebooks, desktop PCs and servers to reflect increased costs resulting from tight capacity at 8-inch wafer fabs, according to industry sources.
LeddarTech acquires Phantom Intelligence assets
LeddarTech, a developer in level 1-5 ADAS and AD sensing technology, has announced the acquisition of the assets of Phantom Intelligence, including all of its intellectual property and technology.
Taiwan-based MOSFET chip suppliers have stopped accepting low-margin orders, while giving supply priorities to established clients amid tight capacity at upstream 8-inch foundry fabs, according to industry sources.
Sonix brace for strong sales through year-end 2020
IC-design house Sonix Technology is poised for strong sales through the end of 2020, having seen its revenues hit the second highest ever in August thanks to robust demand for its video/image controller chips, according to industry sources.
TSMC's has disclosed that its 3nm process will continue to adopt a FinFET structure, but the foundry reportedly will take a new approach to its 2nm chip development, replacing FinFET with GAA transistors. Meanwhile, strong demand for...
Nvidia's GPU and AI solutions have seen strong demand from the datacenter market segment, and its acquisition of Arm should help complement the business.
Qualcomm seeking to shift orders from SMIC, says report
Executives at Qualcomm have paid visits to Taiwan-based pure-play foundries for the purpose of securing capacity support if deliveries from China's Semiconductor Manufacturing International (SMIC) are affected by US trade sanctions, according to a report by Taiwan's TechNews.
Robust demand for Chromebooks from the education segment has not only led to shortages of entry-level processors and LCD panels, but also spurred demand for hard disc drives (HDDs), according to sources from the upstream supply chain.
Opportunities amid macro uncertainty: Q&A with Avnet Asia-Pacific president Prince Yun
The coronavirus pandemic, coupled with the escalating US-China trade war, have prompted businesses to revise their roadmaps and goals for 2020. Disruptions brought by the pandemic to certain supply chains earlier this year have encouraged related suppliers to shift part of their production out of China...
August billings among North American manufacturers of semiconductor production equipment registered sequential growth for the second consecutive month.
Highlights of the day: AMD processor share rising
AMD is making major gains in the notebook processor market in 2020, thanks to strong demand from the education sector. Notebook vendors having been seeking more support from AMD to meet the needs from the education sector, as a result...
Taiwan IC distributors to step up deployments in India
With system vendors and contract manufacturers relocating part of their production to India, Taiwan-based IC distributors are encouraged to step up their deployments in the region, according to industry sources.
AMD is expected to see its share of the notebook processor market reach a company record-high of 20% in 2020, according to market sources.
After nearly two months of negotiations and press reports that a blockbuster deal was in the works, Nvidia this week announced a US$40 billion agreement to buy Arm from financially struggling SoftBank in Japan. If approved, the deal would be the largest semiconductor acquisition in history, according...
Many panel makers are ramping up their output for notebook applications thanks to a surge in demand for computing devices needed to support remote work and study. While these makers generally expect the robust demand to stretch into 2021, their notebook panel shipment momentum may be crippled by a...
Highlights of the day: TSMC 5nm capacity fully occupied
TSMC is on track to reaping impressive gains in 2020, as signficant orders from Apple will make sure the foundry house's 5nm process capacity will be fully occupied through the end of the year. And for its 7nm process, yield rates have...
Backend houses have seen smooth progress in packaging customized SoCs for Sony's PS5 and yield rates at the foundry partner are also steady, with shipment goal set by the vendor for the next-genration games console likely remaining unchanged, according to Taiwan's backend supply chain sources.
Claims about TSMC having yield rates issues with its 7nm process manufacturing AMD chips for Sony's PlayStation 5 (PS5) games console are highly questionable, according to sources from Taiwan's semiconductor supply chain.
Apple orders to fill up TSMC 5nm process capacity
TSMC's 5nm process capacity will be fully utilized through the end of 2020, thanks particularly to strong orders for Apple's new iPad Air and upcoming iPhones, as well as the Mac, according to industry sources.
Huawei's woes seem to have been compounded by Chinese chipmakers who, wary of breaching the US trade sanctions that took effect on September 15, have reportedly suspended shipments to the tech giant. Huawei had been aggressively building...
China chipmakers suspend shipments to Huawei
China-based chipmakers have quietly suspended their shipments to Huawei, as well as the joint development projects they had been working with the Chinese vendor, amid concerns about being targeted for breaching US trade restrictions, according to industry sources.
DRAM and NAND flash chipmakers will be engaged in inventory adjustments during the fourth quarter of 2020, according to sources at Taiwan-based IC distributors.
Competition in China surveillance chip market heating up
Competition in China's surveillance chip market is heating up, as IC suppliers both in Taiwan and China have geared up efforts to vie for the market share likely to be relinquished by HiSilicon Technology, according to industry sources.
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Taiwan LCD TVs – 2Q 2020
Taiwan makers' TV shipments reached 6.28 million units in the second quarter of 2020, growing 35.1% sequentially.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...