Sharp price falls for NAND flash chips have driven up the penetration of SSDs in smart notebooks, servers and datacenters, which will significantly bolster revenue performances of memory backend service houses including Powertech Technology (PIT) and Orient Semiconductor Electronics in 2019, according...
Backend house GEM Services, which specializes in packaging services for semiconductor power devices, is expected to enjoy another year of record-high revenues in 2019 thanks to robust demand for MOSFET chips, according to market observers.
TSMC to renegotiate prices with wafer suppliers
Taiwan Semiconductor Manufacturing Company (TSMC) has disclosed its intention of renegotiating prices with its silicon wafer suppliers aiming to cut the foundry's manufacturing costs.
Value of semiconductor M&A falls considerably
The historic flood of merger and acquisition agreements that swept through the semiconductor industry in 2015 and 2016 slowed significantly in 2017 and then eased back further in 2018, but the total value of M&A deals reached in the last year was still nearly more than twice the annual average...
As TSMC will surely take time digesting its iPhone AP inventory amid lingering lackluster sales of Apple's smartphones, most Taiwan IC designers are worried their gross margins in 2019 will be undermined significantly as price competitions are expected to heat up among peers amid loosened foundry capacity...
More mobile SoC suppliers are expected to start sampling their 5G-capable solutions at the end of 2019, which will spur further demand for 7nm fabrication processes at foundries, according to Digitimes Research.
Taiwan backend service providers are taking a wait-and-see attitude toward their business prospects for 2019 amid a spate of undesirable factors including the volatile US-China tariff war, and they expect shipment momentum to gradually pick up in mid-2019, according to industry sources.
As international IDMs still dominate the market for IGBT, the core power component for new energy vehicles and hybrid vehicles, Taiwan makers of discrete power devices are keen to enhance their deployments in other automotive semiconductor devices including rectifier diode and MOSFETs or in developing...
TSMC sees growth slowing in 2019
Taiwan Semiconductor Manufacturing Company (TSMC) has described 2019 as "a slow year" for the world's largest pure-play foundry and also the overall semiconductor market.
TSMC profits rise 0.7% on year in 4Q18
TSMC has reported its fourth-quarter 2018 net income increased 0.7% on year and 12.3% sequentially to NT$99.98 billion (US$3.24 billion) on revenues of NT$289.77 billion for the period, which rose 4.4% on year and 11.3% sequentially.
Taiwan-based foundries including Vanguard International Semiconductor (VIS), Episil Technologies and Mosel Vitelic will continue to enjoy brisk demand for power discrete semiconductors in 2019, thanks to a ramp-up of orders from their IDM clients, according to industry sources.
Semiconductor leaders see combined market share swell
The world's leading semiconductor suppliers significantly increased their combined market share over the past decade. According to IC Insights, the top-5 semiconductor suppliers accounted for 47% of the world's semiconductor sales in 2018, up 14pp from 10 years earlier.
Weak year ahead for TSMC
Rising chip demand for data centers, AI and IoT applications will still fail to offset the impact of falling demand for Apple's iPhones and other smartphones on 2019 revenues at Taiwan Semiconductor Manufacturing Company (TSMC), which holds an over 50% share of the world's semiconductor foundry market,...
Acter to gain from makers moving production out of China
Clean room engineering specialist Acter saw its annual revenues surge 24.33% on year to hit a record high of NT$14.22 billion (US$461.47 million) in 2018, and expects to significantly benefit from the trend of Taiwan investors in China moving their production back home or to Southeast Asia amid the...
Micron Technology has announced the company is exercising its right to purchase Intel's interest in the parties' joint venture, IM Flash Technologies.
Worldwide semiconductor revenues totaled US$476.7 billion in 2018, a 13.4% increase from 2017, according to preliminary results by Gartner. Memory strengthened its position as the largest semiconductor category, accounting for 34.8% of total semiconductor revenues, up from 31% in 2017.
Unigroup starts mass production of 3D NAND backend lines
Unimos Microelectronics, a re-invested memory backend service affiliate of China's Tsinghua Unigroup, has recently kicked off volume production at its 3D NAND memory chips packaging and testing lines, marking a great stride by the group toward building sound memory and storage ecosystems.
Taiwan GDP growth to slow to less than 3% in 2019
Taiwan's gross domestic product (GDP) growth will likely slow to less than 3% in 2019, a performance lower than 2018, requiring major government efforts to expand domestic demand and increase public investments amid export declines in the year, according to the National Development Council (NDC).
VIS on track to expand 8-inch fab capacity in 2019
Eight-inch foundry Vanguard International Semiconductor (VIS) is on track to expand production capacity by acquiring production equipment for its existing fabs in 2019, when the company plans to allocate around NT$3.6 billion (US$116.9 million) in capex.
In a rare move, Taiwan's top economic planner has said lackluster sales of new iPhones can be blamed partly on the devices' lack of innovations, which may directly impact revenue performance of supply chain partners in the country in 2019.
Probe card provider MPI sees revenues rebound in 4Q18
MJC Probe (MPI) has started shipping probe cards for new orders for graphics processors since the fourth quarter of 2018, when revenues grew 3.9% sequentially and nearly 41% on year to NT$1.63 billion (US$52.9 million).
AMD has unveiled recently its 7nm CPU and GPU lineup designed for high-performance PCs, gaming and data center applications. The new processor series are all reportedly being fabricated by Taiwan Semiconductor Manufacturing Company (TSMC).
UMC revenues fall to 12-month low
Pure-play foundry United Microelectronics (UMC) saw its consolidated revenues fall to a 12-month low of NT$11.39 billion (US$369.6 million) in December, but revenues for all of 2018 still hit a record high of NT$151.25 billion.
TSMC revenues top NT$1 trillion in 2018
Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) saw its annual revenues top NT$1 trillion (US$32.47 billion) for the first time in 2018.
2018 review and 2019 outlook: Heterogeneous chips integration spurs demand for system-3D backend solutions
Heterogeneous integration of diverse semiconductor components to support 5G, AI, automotive electronics, and IoT applications is gaining significant momentum, driving demand for SiP and So3D (system on 3D package) processes and boosting the importance of chip probing and SLT (system level test) services...
Taiwan LCD monitors – 3Q 2018
Taiwan's LCD monitor shipments grew 6.3% sequentially and 7.5% on year to reach 22.35 million units in the third quarter.
Taiwan LCD TVs – 3Q 2018
Taiwan's LCD TV shipments increased 11.4% sequentially, but down 3.1% on year to arrive at 8.52 million units in the third quarter...
Taiwan handsets – 3Q 2018
Taiwan's handset shipments increased 5.5% sequentially, but dropped 6.8% on year to come to 21.8 million units in the third...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...
Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets
This Digitimes Research Special Report offers global shipment forecasts for three major mobile device market segments - smartphones,...
iPhone shipment analysis and forecast, 2H18
This Digitimes Reserch iPhone Shipment Analysis and Forecast Special Report provides an insight into Apple's pricing strategy...