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.
TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are all expected to see their revenues hit another record highs in the second quarter of 2021, as tight fab capacity continues to drive wafer ASPs, according to market sources.
Major Taiwan IC design houses to hike prices in 2Q21
MediaTek and Elan Microelectronics both plan to raise their chip prices by 10-20% to reflect rising foundry costs starting May 1, while fellow IC design company Realtek Semiconductor will also hike its chip prices by over 20% later in the second quarter, according to industry sources.
TSMC is scheduled to hold its investors' conference later this week. Market observers speculate that the foundry house may disclose plans to revise upward its capex budget for 2021, judging from the fact TSMC has recently vowed to spend...
TSMC likely to raise 2021 capex target
TSMC is likely to provide a revision to its capex target for 2021 at its upcoming earnings conference call scheduled for April 15, according to market observers.
TSMC's bold US$100 billion capex plan for the next three years has greatly boosted the confidence of its ecosystem partners about bright prospects for the semiconductor industry, inspiring them to carry out capacity expansions, according to industry sources.
Backend demand stays strong for MOSFETs, niche DRAMs
Persistently strong demand for MOSFET chips and niche-type DRAM have kept backend specialists including Walton Advanced Engineering, ChipMos Technologies and GEM Services running at capacity utilization of over 90% with order visibility through June-July, according to industry sources.
Taiwan March exports hit record
Taiwan recorded exports totaling US$35.89 billion in March 2021, the highest-ever monthly level with growths of 29.1% sequentially and 27.1% on year, while the imports reached US$32.23 billion, also a monthly record, growing 38.4% sequentially and 27.0% on year, according the Ministry of Finance (MO...
VIS reports record 1Q21 revenue
Taiwan-based Vanguard International Semiconductor (VIS), an 8-inch foundry for specialty ICs, saw its first-quarter revenue increase 5.3% sequentially to a record high of NT$9.18 billion (US$322.4 million).
Chipmakers are set to roll out Wi-Fi 6E chip solutions in the second half of the year, bringing new business opportunities for IC test and certification labs including Sporton International.
Backend houses continue to enjoy strong demand for processing IP camera chips and CMOS image sensor (CIS) chips, with their order visibility clear through the fourth quarter of 2021, according to industry sources.
TSMC posts record revenue for March , 1Q21
TSMC's consolidated revenue for March and first-quarter 2021 both set record highs.
Taiwan-based IC and material distributors are expected to see their profit growths this year outperform revenue increases, as shortages of IC parts and materials are sending prices up, according to industry sources.
Taiwan-based fab toolmakers are set to join their international bigger peers to gain from higher capital spending among major foundries from 2021 through 2023, judging from their order visibility already extended to 2023, according to industry sources.
MediaTek and Qualcomm may be the dominant players in the 5G smartphone SoC sector, but Chinese phone vendors Oppo and Xiaomi are mounting a challenge by developing their own chips. Shortages plaguing the semidoncutor industry are sending...
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Taiwan LCD TVs – 4Q 2020
Taiwan's TV shipments went up 9.8% sequentially and 12.3% on year to come to 9.52 million units in the fourth quarter of 2020...
Taiwan small- to mid-size LCD panels – 4Q 2020
Taiwan's small- to medium-size LCD panel shipments plunged 25.3% sequentially in the fourth quarter of 2020 due to a significant...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...