Realtime news
IC manufacturing
  • Xilinx has introduced a new product category called adaptive compute acceleration platform (ACAP) - a highly integrated multi-core heterogeneous compute platform - for big data and AI applications. The new product family will be developed using 7nm process technology at Taiwan Semiconductor Manufacturing...
  • Chip-on-film (COF) packaging demand will start to grow substantially in the second half of 2018, driven by the arrival of new smartphones featuring an edge-to-edge display, according to JMC Electronics, an affiliate of Chang Wah Electromaterials (CWE) specializing in the manufacture of COF substrate...
  • SEMI president and CEO Ajit Manocha
    After soaring 22.3% on year to hit a 7-year annual high of US$420 billion in 2017, the global semiconductor revenues will enter a new round of growth mainly driven by AI and 5G technologies and applications and may challenge US$500 billion in the foreseeable future. And revenues from diverse semiconductor...
  • Foundry chipmaker Powerchip Technology has reported net profits climbed 23% on year to NT$8.08 billion (US$276.8 million) in 2017, with EPS reaching NT$3.54. The year also marked the fifth consecutive year of profits for the company, which was formerly a DRAM chipmaker.
  • Gudeng Precision at SEMICON China 2018
    Bolstered by China's large population, solid mobile network infrastructures, and aggressive deployments in IoT and AI applications, the localization of its semiconductor industry is advancing fast, but China wafer foundry houses still technologically lag far behind first-tier players although they...
  • ChipMOS Technologies (Shanghai) will target initially the memory chip market and make slow progress in expanding its target markets to include display driver ICs, according to SJ Cheng, chairman for Taiwan-based ChipMOS Technologies.
  • ChipMOS chairman Shih-Jye Cheng
    ChipMOS Technologies expects to see tight production capacity for COF (chip-on-film) packaging in 2018, and is optimistic about demand for NOR flash and niche-market DRAM memory.
  • IC Insights has raised its IC market growth forecast for 2018 to 15% from 8% estimated previously. The revision was made due to higher-than-expected output value of the DRAM segment.
  • ShunSin Technology, a subsidiary of Foxconn Electronics (Hon Hai Precision Industry) specializing in assembly and test of system-in-package (SiP) modules, returned to profitability in the fourth quarter of 2017. EPS for the year came to NT$1.05 (US$0.04), hitting a record low, however.
  • tsmc
    TSMC's 16nm and 12nm process production capacity has been tight in the first quarter of 2018 driven by strong demand for GPUs and ASICs for cryptocurrency mining, according to industry sources. A surge in cryptocurrency mining chip orders is set to boost the pure-play foundry's sales performance in...
  • Taiwan's FPD equipment makers
    More and More Taiwan-based FPD and semiconductor equipment suppliers are flocking into China to tap the fast growing FPD-manufacturing equipment market there, according to sources at the Taiwan Electronic Equipment Industry Association (TEEIA).
  • Taiwan-based backend houses are expected to enjoy robust demand for NOR flash memory, which will be driven by a ramp-up of orders for custom ASICs in 2018, according to industry sources.
  • At the ongoing SEMICON China, Advanced Micro-Fabrication Equipment (AMEC) has unveiled its Primo nanova system - the company's first inductively coupled plasma (ICP) etcher for high-volume front-end production of memory and logic ICs.
  • tsmc
    Combined revenues of Taiwan's top-3 foundries - Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) - are estimated at US$9.96 billion in the first quarter of 2018, down 6.5% sequentially but up 10.4% from a year earlier, according...
  • Diode makers are striving to secure more supplies from their upstream wafer providers, as well as production capacities at their foundry partners, according to industry sources.
  • iST chairman Yu Wei-been
    Taiwan-based Integrated Service Technology (iST), specialized in offering semiconductor materials analysis and IC debugging services, will see revenue growth driven by five major segments including 5G, IoT, AI, advanced semiconductor process, and automotive electronics in 2018 and expects explosive...
  • Fab equipment spending will increase at 5% in 2019 for a fourth consecutive year of growth, according to SEMI. China is expected to be the main driver of fab equipment spending growth in 2018 and 2019.
  • Rising silicon wafer prices boosting suppliers' profitability
    Silicon wafers will continue to experience tight supply in 2018, driven by robust demand from IC foundries. Taiwan-based GlobalWafers and Formosa Sumco Technology (FST) are both among the beneficiaries including Shin Etsu, Sumco, Siltronic and SK Siltron.
  • Robust orders from China's semiconductor and LCD panel industries will be buoying revenues at Taiwan-based equipment suppliers Acter and Nova Technology in 2018.
  • Taiwan-based Integrated Service Technology (iST), dedicated to providing semiconductor materials analysis and IC debugging services, has lately signed a cooperation memorandum with German-based Dekra Testing and Certification to jointly test and certify Wi-Fi systems for IoT (Internet of Things) dev...
  • touch
    Taiwan IC designers will see their shipments of TDDI (touch with display driver integration) chips and fingerprint recognition chips sustain growth momentum in 2018, but looming price-cutting competitions among players across the Taiwan Strait are likely to undermine their revenue and profit performances...
  • Memory-IC backend specialist Powertech Technology (PTI) has announced consolidated revenues of NT$4.87 billion (US$166.3 million) for February 2018, up 21.6% on year but down 9.6% sequentially.
  • Taiwan-based Ardentec, which specializes in testing services for memory, logic and mixed-signal ICs, expects its new plant in Nanjing to enter volume production in the second quarter of 2018.
  • Taiwan recorded export value totaling US$22.37 billion for February 2018, slipping 18.3% sequentially and 11.2% on year, while the corresponding import value of US$19.46 billion dropped 22.1% sequentially but rose 0.9% on year, according to the Ministry of Finance (MOF).
  • Consolidated revenues at pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) fell to a 10-month low of NT$64.64 billion (US$2.2 billion) in February 2018.

Global server market – 4Q 2017

Taiwan LCD monitors – 4Q 2017

Taiwan handsets – 4Q 2017

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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