IC manufacturing
  • Memory-IC backend specialist Walton Advanced Engineering has announced net profits fell 92.6% sequentially and 93.5% on year to NT$16 million (US$0.52 million) in the third quarter of 2018. EPS for the quarter came to NT$0.03, hitting a 10-quarter low.
  • Taiwan Semiconductor Manufacturing Company (TSMC) has approved the appropriation of around US$3.36 billion for new fab facility construction, and advanced-node and specialty technology upgrades and related capacity expansions.
  • The world's top-15 semiconductor companies are forecast to see their combined sales climb 18% in 2018, according to IC Insights, which estimated the overall semiconductor industry will register a 16% increase this year. Nine of the top-15 companies are expected to post double-digit sales gains in 20...
  • CMOS image sensor (CIS) backend service firm Kingpak Technology saw disappointing October revenues, as clients' requests to defer some of their shipments reduced its production capacity utilization.
  • ASE Technology Holding, the parent company of IC packagers Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL), has reported October consolidated revenues slipped 0.4% sequentially to NT$39.14 billion (US$1.27 billion).
  • Taiwan-based pure-play foundry United Microelectronics (UMC) has claimed its DRAM technology design is entirely different from Micron Technology's.
  • A ramp-up of chip orders for Apple's new iPhone devices boosted Taiwan Semiconductor Manufacturing Company's (TSMC) October revenues to the second-highest monthly levels in the contract chipmaker's history.
  • Semiconductor Manufacturing International (SMIC) expects to move its first-generation FinFET process technology to risk production in the first half of 2019.
  • Taiwan-based power MOSFET suppliers, which specialize in mid- and low-voltage chip solutions for consumer electronics devices, have become cautious about demand for the rest of 2018 and 2019, according to industry sources. On the other hand, foundry capacities particularly 6-inch ones have become more...
  • Taiwan's second-tier foundry house Mosel Vitelic (MVI) is deferring to the first quarter of 2019 from fourth-quarter 2018 its shipments of IGBTs for use in inverter household electric appliances, industry control devices and uninterruptible power supply (UPS) systems, but the company is expected to...
  • Taiwan-based GlobalWafers, the world's third-largest silicon wafer supplier, has reported consolidated revenues increased 5.5% sequentially to a record high of NT$5.28 billion (US$172.1 million).
  • FTC chairperson Huang Mei-ying  (left) and vice economic minister Kung Ming-hsin
    Increasing investments by Qualcomm in Taiwan coupled with collaborative efforts between the US-based chipmaker and Taiwan's networking device makers in the 5G area will create a production value of up to NT$600 billion (US$19.56 billion) in the local market in the next five years, according to Taiwan's...
  • Taiwan export value totaled US$29.57 billion in October 2018, the third highest-ever monthly level. It dropped 0.2% sequentially, but grew 7.3% on year, according to the Ministry of Finance (MOF).
  • China-based pure-play foundry Semiconductor Manufacturing International (SMIC) expects to post a revenue decline of 7-9% sequentially in the fourth quarter of 2018, with gross margin ranging from 15% to 17%.
  • Qualcomm is expected to significantly enhance its partnership with Taiwan Semiconductor Manufacturing Company (TSMC) for the production of high-performance computing (HPC) chips for 5G, IoT and AI applications, as it is expected to release the new-generation Snapdragon 8-series SoCs fabricated on 7nm...
  • tsmc
    Global heavyweight customers of TSMC are rushing to highlight the foundry giant's 7nm process support as a major booster for their new products, the latest case being AMD announcing the adoption of foundry house's 7nm node for fabricating its new-generation EPYC server processors, at its Next Horizon...
  • Silicon wafer supplier Wafer Works saw its net profits surge 48% sequentially to NT$683 million (US$22.3 million) in the third quarter. Profits for the first three quarters of 2018 came to NT$1.38 billion, up over 600% on year.
  • JMC Electronics, an affiliate of Chang Wah Electromaterials (CWE) specializing in the manufacture of chip-on-film (COF) substrates, has enjoyed robust orders for Android smartphones with the order visibility extending through March 2019, according to company VP May Huang.
  • Chroma Ate, which provides integrated and customized solutions for test and measurement instruments, has reported net profits fell 40% sequentially and 29% from a year earlier to NT$610 million (US$19.8 million) in the third quarter of 2018. EPS for the quarter came to NT$1.49.
  • GaAs IC foundry Win Semiconductors saw its October revenues rebound slightly while revenues at epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC) climbed 35.3% on month.
  • Taiwan-based United Microelectronics (UMC) has announced plans to buy back common shares from the Taiwan stock market for the "interests" of its shareholders.
  • China-based crystal-growing furnace makers who have long been focusing on the PV industry, have developed tools looking to build their presence in the semiconductor sector, according to industry sources.
  • Rohm president Tadanobu Fujiwara
    Kyoto-based Rohm Semiconductor has been keen on expanding its overseas sales, but the electronic components maker remains focused on the market segments where they have advantages to avoid head-on clashes with big competitors.
  • backend
    International IDMs have turned conservative about outsourcing packaging services for ICs needed to power mobile communication and consumer electronics devices, undermining Taiwan backend service providers' chances of achieving high revenue growth at least in the first half of 2019. But they are stepping...
  • Worldwide sales of semiconductors reached US$122.7 billion during the third quarter of 2018, an increase of 4.1% over the previous quarter and 13.8% more than the third quarter of 2017, according to the Semiconductor Industry Association (SIA).

Taiwan handsets – 3Q 2018

Taiwan large-size LCD panels – 3Q 2018

Taiwan small- to mid-size LCD panels – 3Q 2018

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

iPhone shipment analysis and forecast, 2H18

Global smartphone AP demand forecast till 1Q19

© 2018 DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.