ABF substrate prices may further rise later in 2021
ABF substrate prices still have room for further growth in 2021 to reflect rising costs of upstream components and materials, according to industry sources.
TSMC expects flat sequential growth in its second-quarter 2021 sales, but has upward revised its outlook for full-year 2021 revenue to around 20% growth. The foundry house has also raised its capex budget for 2021 to US$30 billion. In...
China PCB maker Shennan facing headwinds
China's leading PCB maker Shennan Circuits is facing increasing pressure on its business operations in 2021 due to losses of orders from Huawei for 5G infrastructure applications and rising prices for upstream raw materials, according to industry sources.
Audix sees business growth from new businesses
Electronic component distributor Audix has stepped into manufacturing components on an OEM basis and providing testing and certification services for communication/networking devices, and they have become main sources of business growth, according to the company.
Notebook PCB makers to enjoy strong 1H21
Taiwan-based notebook PCB specialists including HannStar Board and Taiwan PCB Techvest (TPT) have posted brisk sales results for the first quarter, and are poised to enjoy a particularly strong first-half 2021, according to industry sources.
MediaTek steps up BT substrate purchases
MediaTek has stepped up its purchases of BT substrates for use in its 5G mobile SoCs from suppliers including Unimicron Technology and Kinsus Interconnect Technology, as part of its efforts to expand presence in the 5G handset AP market, according to industry sources.
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.
Taiwan's major HDI board makers including Compeq Manufacturing, Tripod Technology and Unimicron Technology will see strong shipment momentum persist into the second half of the year, with their order visibility clear through the third quarter, according to industry sources.
Taiwan's passive components vendors are optimistic their shipments for second-quarter 2021 will continue to be bolstered by strong demand for automotive, stay-at-home and 5G applications, according to industry sources.
Taiwan-based power inductor makers including Chilisin Electronics, ABC Taiwan Electronics and Tai-Tech Advanced Electronics have seen clear order visibility in next few months, according to industry sources.
Taiwan-based Eternal Materials continue to enjoy stable growth momentum for PCB-use dry film photoresist and is optimistic that its sales of both PIC (photoimageable coverlay) for flexible PCB (FPCB) and photoresist for packaging substrates will pick up steadily.
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.
IC substrate makers in Apple's iPhone supply chain are aggressively bracing for production of BT-based AiP (antenna in package) substrates expecting a surge in demand for new iPhones in 2021, according to industry sources.
Nexperia, UAES agree partnership for gallium nitride
Nexperia has announced a comprehensive partnership covering gallium nitride (GaN) power semiconductor devices with United Automotive Electronic Systems (UAES). The program will focus on power systems for electric vehicles (EV), with the aim to jointly develop automotive applications using GaN techno...
Taiwan-based FCCL manufacturers including Taiflex Scientific and Asia Electronic Material (AEM) have posted strong on-year revenue increases for the first quarter of 2021 thanks to robust demand for non-handset applications, with the momentum to remain in the second quarter, according to industry so...
Yageo, Walsin post brisk 1Q21 results
MLCC and chip resistor specialists Yageo and Walsin Technology both saw their revenues for the first quarter of 2021 come to high levels compared to the same period in previous years.
Nan Ya PCB and Kinsus Interconnect Technology are both poised to expand capacity for ABF substrates with additional output set to come online later this year, according to industry sources.
VPEC posts record March revenues
III-V compound epitaxial wafer maker Visual Photonics Epitaxy (VPEC) has reported consolidated revenues of NT$341.6 million (US$12.0 million) for March, the highest-ever monthly level, growing 24.42% sequentially and 52.47% on year.
Total semiconductor shipments including shipments of ICs as well as optoelectronics, sensor/actuator and discrete (O-S-D) devices are forecast to rise 13% to a record high of 1.135 trillion units in 2021, according to IC Insights. It would mark the third time that semiconductor units have surpassed...
PCB maker Apex sees 1Q21 revenues grow 25% on year
Taiwan's PCB maker Apex International, with main manufacturing operations in Thailand, saw its first-quarter 2021 revenues grow 7.9% sequentially and 25.2% on year to NT$3.261 billion (US$116.46 million), and expects its second-quarter sales to sustain on-year expansion as order visibility has extended...
Fractus Antennas, formed by engineers who invented the technology allowing smartphone antennas to automatically switch between different bandwidth networks and launched mini-antennas for the Internet of Things (IoT) era, has recently rebranded itself as Ignion.
Taiwan's CCL makers have reported double-digit on-year increases for their first-quarter 2021 revenues, with notebook and automotive applications being two main growth engines, and they expect shipments of high speed/frequency CCL for server and networking applications to ramp up steadily in the months...
Taiwan's III-V semiconductor players including foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC), and IDM Transcom have all reported impressive sales results for March 2021, driven by a ramp-up in power amplifier (PA) and RF demand for smartphones and Wi-Fi 6 devices, according...
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...