Highlights of the day: TSMC steps up car chip production
FC packaging demand for HPC chips rising
Demand for flip-chip (FC) packaging particularly FC-BGA will be rising significantly driven by the HPC device market boom this year, and backend houses in Taiwan and China have seen the visibility of orders for HPC chips extend to the third quarter, the sources said.
TSMC to boost 5nm chip output in 2H21
TSMC is expected to substantially scale up its 5nm chip output in the second half of 2021 in order to boost 5nm chip sales as a proportion of its total wafer revenue to 20% by the end of the year, market watchers believe.
Car vendors dealing with structural shortage of chips
Car vendors are dealing with a structural shortage of automotive chips resulting in their supply constraints, according to industry sources, who believe the impact of a recent power outage at TSMC's chip plant will be insignificant on the overall auto chip supply.
Samsung Electronics is looking to outsource the production of its memory controllers amid tight capacity at its own foundry, according to market sources.
The ongoing shortage of automotive chips will be greatly reduced starting the second quarter of 2021, according to pure-play foundry TSMC.
TSMC reportedly raises quotes for mature processes
TSMC has adjusted upward its quotes for mature processes, prompting suppliers particularly LCD driver IC firms to also raise their chip prices, according to industry sources.
Taiwan LCD driver IC firms to post profit gains in 2Q21
Taiwan-based LCD driver IC suppliers have already notified their customers about price hikes of 10-20% or more for their TDDI and other DDI chips starting April, and are poised to post significant profit gains in the second quarter, according to industry sources.
TSMC expects flat sequential growth in its second-quarter 2021 sales, but has upward revised its outlook for full-year 2021 revenue to around 20% growth. The foundry house has also raised its capex budget for 2021 to US$30 billion. In...
TSMC expects flat 2Q21, raises capex outlook
TSMC expects to post revenues of between US$12.9 billion and US$13.2 billion in the second quarter of 2021, which is a 1% sequential increase at the midpoint. Gross margin and operating margin for the second quarter are estimated at 49.5-51.5% and 38.5-40.5%, respectively.
Chunghwa Precision Test Technology (CHPT) with its latest in-house developed probe cards has obtained new orders demanding circuit probing for TV SoC chips, according to the Taiwan-based company.
ICs play bigger role in Taiwan exports
ICs accounted for a record-high 35.5% of Taiwan's total exports in 2020, indicating Taiwan-based chipmakers are increasingly critical to the country's economy, according to Digitimes Research.
TSMC to see strong 2Q21, but challenges ahead
TSMC is expected to enjoy a particularly strong second quarter of 2021, but is facing challenges such as the impact of the US sanctions against Tianjin Phytium and a worsening drought in Taiwan, according to market watchers.
A power outage experienced by TSMC's Fab-14A P7 at the Southern Taiwan Science Park (STSP) on April 14 prompted the foundry to halt part of its 40/45nm and other mature-node chip production, according to market sources.
Equipment vendors are receiving a boost from Chinese chipmakers resuming constuction on new fabs, according to industry sources.
US companies held a 50% share of total IDM sales and a 64% share of fabless sales worldwide in 2020, capturing 55% of total IC sales worldwide last year, according to IC Insights.
Worldwide sales of semiconductor manufacturing equipment surged 19% from US$59.8 billion in 2019 to a new all-time high of US$71.2 billion in 2020, according to SEMI.
IC packaging equipment in severely tight supply
The supply of IC packaging production tools including polish grinders, wafer-dicing machines, and tape laminators has become severely tight, apart from delivery lead times lengthened for wire-bonding machines, according to industry sources.
Arcadyan expects revenues to hit new high in 2021
Networking device maker Arcadyan Technology expects its revenues to hit a new high in 2021, driven mainly by its enhanced product and customer portfolios despite the adverse impacts of rising production costs resulting from component shortages.
Government-sponsored Industrial Technology Research Institute (ITRI) will in 2021 begin a project aiming to form an ecosystem in southern Taiwan for compound semiconductor-based automotive power electronics, according to Wu Cheng-wen, senior vice president for ITRI.
Semiconductor material distributors including Topco Scientific, Topco Technologies and Wahlee Industrial, and IC packaging materials distributors Chang Wah Electromaterials (CWE) and Niching Industrial are all poised to enjoy a strong 2021, according to industry sources.
TSMC chairman Mark Liu took part in a White House-hosted online meeting of the world's semiconductor powerhouses on Tuesday. After the meeting, Liu reiterated the Taiwan-based foundry house's commitment to building a wafer fab in the...
TSMC reiterates commitment to US fab project
TSMC chairman Mark Liu, who participated in a virtual summit hosted by the Biden administration to discuss global chip shortages and the US plan to rebuild its semiconductor manufacturing edge, has reiterated the Taiwan-based foundry house's commitment to building an advanced wafer fab in the US.
Worldwide semiconductor revenue totaled US$466.2 billion in 2020, an increase of 10.4% from 2019, according to Gartner.
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