IC manufacturing
  • chip
    China chipmaker HiSilicon is reportedly to sign with Taiwan IC supply chain partners capacity guarantee agreements valid through the second quarter of 2020, despite uncertainties arising from its parent company Huawei being banned from purchasing vital components from and selling telecom equipment...
  • Huawei has reportedly promised not to cut its orders with Taiwan's upstream and downstream supply chain partners and also inquired about the possibility of increasing their production capacity, a move in contrast to market speculation that Huawei could cut orders after being blacklisted by the Trump...
  • Taiwan's CMOS image sensor (CIS) packaging specialist Kingpak Technology is expected to see its second-quarter revenues fall only slightly on quarter as its average capacity utilization rate has gradually rebounded to a normal level in May after experiencing a significant drop in April, according to...
  • Intel replaced Samsung as the number one quarterly semiconductor supplier in the fourth quarter of 2018, after losing the lead spot to Samsung in the second quarter of 2017, according to IC Insights.
  • China-based pure-play foundries will see their combined production capacity grow at a 9.6% CAGR from 14.536 million 8-inch equivalent wafers in 2018 to 19.119 million units in 2021, according to Digitimes Research.
  • Unisoc's Ivy 510 5G modem chip has been validated for 5G NR sub-6 GHz signaling, and will be fabricated by TSMC on the 7nm node for official application in the starting year of 5G commercialization in 2019, according to Steve Chu, CEO of China-based fabless chipmaker under the Tsinghua Unigroup.
  • A Japan-based vendor reportedly is looking for a buyer for its automotive IGBT manufacturing lines from among makers in Taiwan and China, according to industry sources.
  • Backend house Orient Semiconductor Electronics (OSE) has seen its capacity utilization rate for flash memory products climb above 80% recently, according to industry sources.
  • After three consecutive years of growth, worldwide semiconductor revenues will decrease 7.2% to US$440 billion in 2019, according to IDC.
  • tsmc
    Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly grabbed orders for all the 5G modem chips that have been introduced by fabless chipmakers, such as Qualcomm's Snapdragon X50 and HiSilicon's Balong series.
  • China's largest telecom equipment maker Huawei and its chipmaking arm HiSilicon are ambitiously proceeding with their vertical and horizontal deployments in diverse chip solutions for smartphones and 5G devices, seeking to strengthen their self-sufficiency and outperform smartphone rivals amid the...
  • Samsung has a far smaller share than TSMC in the wafer foundry sector, but Samsung's technologies built from its experience in memory and Exynos series AP production are as good as any other leading players. At the moment, Samsung's non-memory businesses together contribute only 7% of the company's...
  • The worldwide semiconductor equipment market, which had a scale of US$60.5 billion in 2018, is controlled mostly by companies in the West. The development of China's semiconductor industry has been constantly threatened by possible US government bans on makers providing most advanced equipment to China's...
  • tsmc
    Pingtouge Semiconductor, Alibaba's semiconductor subsidiary, reportedly has placed orders for 7nm chip solutions with Global Unichip and TSMC.
  • Following two years of expansion, the global microcontroller (MCU) market is set to stall in 2019 because of a combination of factors including a downturn in the wider electronics industry, rising geopolitical tensions, and slowdown in sales to the automotive business, according to IHS Markit.
  • Samsung Electronics provided an update to its advanced-node process technology roadmap, including its 3nm gate-all-around (GAA) technology, during a recent company event in Santa Clara.
  • Taiwan-based Spirox, which distributes packaging and testing equipment, expects sales to hit bottom for 2019 in the second quarter.
  • Digitimes president Colley Hwang
    The global IC packaging and testing market had a scale of US$28 billion in 2018 with the top-10 players commanding a combined 84% share. Three of the top-10 players are based in China. Of the four sectors in China's semiconductor industry, packaging and testing is the one with technologies closest...
  • The silicon wafer reclaim market grew 19% to US$603 million in 2018, following a 18% increase in 2017, according to SEMI.
  • The board of Taiwan Semiconductor Manufacturing Company (TSMC) has approved capital appropriations of US$3.98 billion for the purpose of upgrading and expanding capacity for advanced-node manufacturing, as well as the conversion of certain logic capacity to specialty...

  • Acter chairman CL Liang
    Taiwan's clean room engineering specialist Acter is gearing up to fulfill orders which have been deferred for 2-3 quarters, as well as demand from Taiwan's semiconductor and electronics supply chains relocating their production lines from China to Southeast Asia to counter the US-China trade war, according...
  • GlobalWafers expects the US tariff increase on Chinese goods to have an insignificant impact on its performance this year, as the silicon wafer supplier will enjoy another year of record-high revenues.
  • Within China's semiconductor industry, the IC design sector actually achieved the most progress in 2018. But how big exactly is China's IC design industry? There have been many versions of the story.
  • China at the moment has as many as 30 semiconductor fabs under construction - the most ambitious investment plan the global semiconductor industry has ever seen. China's memory industry was originally meant to be a key growth driver, but it has lost momentum after the US ban on exports to China-based...
  • Qualcomm has introduced the world's first 5G NR mmWave antenna modules and sub-6 GHz RF modules for smartphones and other mobile devices, but Samsung is fast catching up.

Taiwan LCD TVs – 1Q 2019

Taiwan large-size LCD panels – 1Q 2019

Taiwan small- to mid-size LCD panels – 1Q 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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

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