IC manufacturing
  • The foundry house sees strong demand
    TSMC saw its June revenue climb to a record high of NT$120.88 billion (US$4.1 billion), rising 28.8% sequentially and 40.8% on year. Revenue for the first half of the year totaled NT$621.3 billion, gaining 35.2% from a year earlier.
  • ASE sees strong sales
    Leading IC backend house ASE Technology Holding saw its revenues for both second-quarter and first-half 2020 hit record highs, thanks mainly to high capacity utilization for wire bonding and high-end FC and SiP processes driven by strong demand from clients, according to industry sources.
  • VIS
    Pure-play foundries United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) both saw their consolidated revenues hit record-high levels of NT$44.39 billion (US$1.51 billion) and NT$8.23 billion, respectively, in the second quarter of 2020.
  • Imec and GF claim breakthrough in AI chip
    Imec and Globalfoundries (GF) have jointly announced a hardware demonstration of a new artificial intelligence chip. Based on Imec's analog in memory computing (AiMC) architecture utilizing GF's 22FDX solution, the new chip is optimized to perform deep neural network calculations on in-memory computing...
  • Taiwan's semiconductor sector saw rush orders from China in the wake of the US trade sanctions
    Taiwan's monthly IC exports soared past the US$10 billion level in June for the first time ever, reaching US$10.253 billion for an annual increase of 27.54% due mainly to rush shipments to China's tech giant Huawei, according to customs statistics.
  • Orsted and TSMC have signed a renewable energy purchase contract
    Orsted and TSMC have signed a corporate power purchase agreement (CPPA) where the foundry house will offtake the full production from the former's 920MW offshore wind farm in central Taiwan.
  • Artilux
    Artilux has announced that through its collaboration with TSMC, the company has developed its fully compliant all optical HDMI 2.1 IC solutions based on CMOS technology.
  • GlobalWafers saw sales increase in June
    Silicon wafer manufacturer GlobalWafers saw its revenue increase 16.8% sequentially to a nearly one-year high of NT$5.06 billion (US$171.9 million) in June 2020.
  • Taiwan IC testing lines see high capacity utilization
    Taiwan's IC testing houses Sigurd Microelectronics, Ardentec, King Yuan Electronics (KYEC) and Ardentec are expected to see their production lines run at high capacity in the third quarter of 2020 thanks mainly to a surge in orders for 5G applications, according to industry sources.
  • Taiwan's exports slipped 3.8% on year in June
    Taiwan's exports totaled US$27.13 billion in June 2020, growing 0.5% sequentially but slipping 3.8% on year, while the month's imports reached US$22.29 billion, unchanged sequentially and down 8.6% on year, according to the Ministry of Finance (MOF).
  • Chipmakers are still optimistic about 5G this year
    Though there is still uncertainty lying ahead because of the coronavirus pandemic, fabless IC designers are still anticipating a seasonal pick-up in demand from end market segments includign 5G phones. The IC designers are requesting...
  • Soitec and Qualcomm have reached an agreement
    Soitec has announced a business agreement with Qualcomm Technologies on the supply of piezoelectric-on-insulator (POI) engineered substrates for 4G and 5G RF filters. Soitec's piezoelectric-on-insulator substrate brings strong value proposition to smartphones' 5G filters for mass markets.
  • MA-tek sees strong demand
    IC analysis and certification lab Material Analysis Technology (MA-tek) saw its revenue climb 20.2% from a year earlier to NT$1.42 billion (US$48.3 million) in the first half of 2020, and expects stronger growth momentum for revenues and profits in the second half to come from more analysis services...
  • Semiconductor sales increased in May
    The global semiconductor industry posted May sales of US$35 billion, up 1.5% sequentially, according to Semiconductor Industry Association (SIA).
  • Chip vendors still have high hopes for 5G phones this year
    Taiwan's first-tier IC design houses, such as MediaTek, have demanded more capacity support from their foundry partners recently, according to industry sources.
  • TSMC's InFO_SoW technology targets supercomputer chips
    TSMC has also developed InFO_SoW (system-on-wafer) technology mainly for processing supercomputing AI chips. Demand for such extremely costly chips may be limited, but TSMC looks to commercialize the InFO_SoW technology in two years....
  • CHPT chairman Scott Huang
    Taiwan's leading IC test interface solutions provider Chunghwa Precision Test Tech (CHPT) ended the first half of 2020 with impressive results, with revenues for the period spiking 53.3% on year to NT$1.96 billion (US$65.33 million), according to company sources.
  • TSMC
    TSMC, after launching 3D SoIC backend service, has also developed InFO_SoW (system-on-wafer) technology mainly for processing supercomputing AI chips and is expected to enter commercial production with the InFO-derived process within two years, according to sources familiar with the advanced packaging...
  • The Taiwan-based foundry house is sourcing more from local suppliers
    Taiwan-based semiconductor equipment suppliers engaged in TSMC's supply chain are set to be among the beneficiaries of the foundry house's advanced process capacity expansion with their short- and mid-term growth outlook promising, according to industry sources.
  • Chinese chipmakers will have to rely on Taiwanese IC substrate suppliers
    As demand for locally-developed CPUs and GPUs in China continues rising amid the US trade sanctions against Chinese IT enterprises, Taiwan-based IC substrate suppliers are expected to see more orders from China-based chipmakers in the next few years, according to sources from the upstream supply cha...
  • TSMC is actively building new capacity
    The board of directors of Taiwan Semiconductor Manufacturing Company (TSMC) has approved plans to issue NT$13.9 billion (US$471.7 million) in unsecured bonds to help purchase new equipment and facilities for capacity expansion, according to the world's largest dedicated semiconductor foundry.
  • Xiaomi is relying more on MediaTek
    In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
  • Demand from the EV sector is strong
    The supply of SiC wafers may become insufficient to satisfy demand for electric vehicles (EV) in the near future, prompting Taiwan-based silicon wafer makers including GlobalWafers, Wafer Works and Tainergy Tech to step up deployments in the new segment, according to industry sources.
  • MOEA officials encouraging materials and equipment suppliers to invest in Taiwan
    Taiwan's Ministry of Economic Affairs (MOEA) is urging international material and equipment makers to invest in Taiwan where demand for semiconductor equipment, especially from the wafer foundry sector, is expected to surge in the next few years.
  • Supply for LCD driver IC and TV SoCs is getting tight
    Taiwan's IC designers are mulling raising quotes for TV SoCs and driver ICs amid increasingly tight supply as Korean vendors gradually quit production of LCD panels and TVs as well as related chips solutions, according to industry sources.

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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