IC manufacturing
  • MediaTek relies heavily on the coronavirus-hit China market
    Everyone in the ICT sector had expected the 5G era to get off to a flying start in 2020 when the coronavirus hit. Major players continue to make deployments for 5G, but cannot be sure when the momentum will actually pick up. Now Taiwan-based chip vendor MediaTek,...
  • Semiconductor billings dropped in January
    Billings among North American manufacturers of semiconductor production equipment dropped 5.9% sequentially in January 2020, according to SEMI.
  • Sporton expects strong demand from the 5G sector
    Mobile device testing and certification service company Sporton International is expected to regain its revenue growth momentum in 2020 from growing 5G applications after experiencing a lackluster year in 2019.
  • USI may enter the AirPods supply chain
    Taiwan-based Universal Scientific Industrial (USI), a unit of ASE Technology, is likely to obtain system-in-package (SiP) orders for AirPods Pro Lite, which may also benefit Taiwanese makers of SiP substrates, according to industry sources.
  • AMD is likely to see profit growth in 2020
    Demand for AMD's new 7nm EUV processors remains robust, with development projects for the chips commenced by PC, motherboard and graphics card makers this year set to be 10-20% higher than the levels in 2019, according to industry sources.
  • Taiwan received export orders totaling US$35.31 billion in January 2020
    Taiwan received export orders totaling US$35.31 billion in January 2020, decreasing 19.4% sequentially and 12.8% on year, according to the Ministry of Economic Affairs (MOEA).
  • China's major semiconductor backend firms need more workers to return to boost utilization rates
    Over 10,000 employees have not yet returned to plants at three major Chinese backend service firms JCET, Tongfu Microelectronics and Tianshui Huatian Technology in the wake of the coronavirus outbreak, which may affect their shipments to clients although their capacity utilization rates range from...
  • ST and TSMC have teamed up for GaN
    STMicroelectronics and TSMC are collaborating to accelerate the development of gallium nitride (GaN) process technology and the supply of both discrete and integrated GaN devices to market. Through this collaboration, ST's products will be manufactured using TSMC's GaN process technology, according...
  • AUO focuses on niche applications
    Taiwan-based panel maker AUO suffered heavy losses in 2019, but shipments of large-size niche applications gew sharply during the year. AUO now is banking on 8K large-size panels to rejuvenate its business in 2020. For many, 8K displalys...
  • Many IC designers are migrating to sub-10nm nodes
    Many IC companies are now designing high-performance microprocessors, application processors, and other advanced logic devices based on 10nm and 7nm process technology, according to IC Insights.
  • MOSFET suppliers rely mostly on 6- and 8-inch foundries
    Taiwan-based MOSFET chip specialists, which ship mainly to PC and notebook application segments, are striving for capacity support from their foundry partners particularly 6-inch ones, according to industry sources.
  • Tainergy Tech president Kevin Hsieh
    Solar cell maker Tainergy Tech will step into production of silicon carbide (SiC) wafers used to make high-voltage power devices, according to company chairman Frank Hsieh.
  • Supply of packaging boxes has become a serious problem in China
    Electronics manufacturing operations in China are facing mounting risks of operating losses in the first quarter, as low labor return rates, poor capacity utilization, and shortages of upstream components are denting their revenues while logistics and components costs are mounting, according to industry...
  • ASE is set to become a backend partner for Qualcomm's 5nm 5G modem chip
    Qualcomm has newly unveiled the world's first 5nm 5G modem-RF system, the Snapdragon X60, to be paired with its latest, third-generation 5G mmWave antenna module, QTM 535, with Taiwan's major OSAT firm ASE Technology Holding set to enter the backend supply chain for both new offerings, according to...
  • Taiwan foundries to see orders shifted from China
    The coronavirus outbreak has had an adverse impact on China's foundry industry supply chain, with local foundries particularly 8-inch ones likely to see customer orders shifted to their Taiwan-based counterparts, according to industry sources.
  • Foundries in China remain operational
    The semiconductor industry appears to have escaped the direct impact of the coronavirus crisis so far, but the market is likely to suffer the repercussions as the outbreak slows or suspends production among electronics manufacturers, according to Omdia.
  • TSMC reportedly is moving reduce reliance on Huawei's orders
    The US has been mounting pressure on its allies over its trade ban on Huawei, which has in turn been shaking the IT supply chain. The world's top pure-play foundry TSMC, with Huawei being one of its major clients, reportedly is moving...
  • Driver IC suppliers expect demand from Chinese clients to drop in 1H20
    Taiwan-based handset display driver IC backend specialists have seen customer orders slow down, with poor order visibility for the next several months, but they expect demand to rebound in the second half of this year, according to industry sources.
  • Demand from the gaming sector remains strong
    Taiwan-based backend houses including Powertech Technology (PTI) and ChipMOS Technologies are expected to enjoy stable demand coming from the memory sector in 2020, thanks to brisk demand for gaming and server applications, and also promising demand coming from the "stay-at-home" economy, according...
  • TSMC reportedly is seeking to reduce its reliance on Huawei
    TSMC has started reducing its chip capacity support for Huawei, but is still working closely with the China-based vendor in the development for advanced 5nm and 3nm chip solutions, according to industry sources.
  • Laser will not see much growth in the storage market segment
    While COVID-19 outbreak in China casts uncertainty over application of laser in 2020, strong growth in shipments for mask aligners used in manufacturing processes, especially EVU lithography, will support demand for laser products, according to industry observers.
  • EVG has announced a partnership with Inkron
    EV Group (EVG), a supplier of wafer bonding and lithography equipment for the MEMS, nanotechnology and semiconductor markets, has announced it is partnering with Inkron, a manufacturer of high and low refractive index (RI) coating materials, to provide optimized processes and matching high RI materials...
  • Taiwan's IC industry registered slight growth in 2019
    Worldwide semiconductor revenues declined 12.1% to US$412.1 billion in 2019, while Taiwan's IC industry output value registered a slight increase on year, according to a government-sponsored association.
  • Winbond to enhance SLC NAND offerings for profitability
    Winbond Electronics and Macronix International are both looking to further enhance their SLC NAND flash chip offerings for industrial and other niche-market applications in 2020, which will help the two Taiwan-based companies boost their profitability this year, according to market observers.
  • SMIC sees 14nm process start generating revenues
    Semiconductor Manufacturing International (SMIC) started generating revenues from 14nm FinFET process technology in the fourth quarter of 2019, when the China-based pure-play foundry saw its gross margin reach 23.8% compared with 17% during the same period a year earlier.

Global tablet market – 4Q 2019

Taiwan LCD TVs – 4Q 2019

Taiwan notebooks – 4Q 2019

Global server shipment forecast and industry analysis, 2020

Mini/micro LED: Challenges and opportunities in the display industry

Global LCD panel shipment forecast, 2020 and beyond

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