Realtime news
Passive, PCB, other IC components
  • Zhen Ding Technology remains confident about its performance for the rest of 2018, according to company chairman Charles Shen. Lower-than-expected orders from a single large client will not have major impact, thanks to the PCB maker's diversified customer base, She said.
  • mlcc
    Taiwan MLCC makers have seen market demand slow down significantly since the beginning of the fourth quarter amid a spate of undesirable factors, and the past strong demand growth momentum is not expected to come back until after 5G technologies and applications enter full commercialization, according...
  • Flexible PCB specialists Flexium Interconnect and Uniflex Technology have both disclosed plans to raise new capital for capacity expansions.
  • PCB manufacturer Zhen Ding Technology has reported net profits surged 109% on year to a record-high NT$4.87 billion (US$157.7 million) in the third quarter of 2018. EPS for the quarter came to NT$4.67.
  • Lite-On Semiconductor has reported net profits of NT$335 million (US$10.8 million) for the third quarter of 2018, up 63% sequentially and 25% on year. EPS for the quarter came to NT$1.08, exceeding that reported for the first half of 2018, according to the maker of discrete and analog IC components.
  • Yageo has acquired about 21,000 square meters of land in Southern Taiwan for NT$790 million (US$25.7 million) in cash, according to the passive component vendor. The land will provide a site for the construction of a new plant.
  • 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...
  • 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.
  • PCB company Compeq Manufacturing has reported October revenues slipped about 1% sequentially to NT$5.2 billion (US$169.1 million) which ended a 4-month streak of sequential increases.
  • Zhen Ding Technology, Flexium Interconnect and Career Technology all enjoyed revenue increases In October. The three Taiwan-based flexible PCB specialists are reportedly among Apple's suppliers.
  • 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.
  • Flexible PCB maker Uniflex Technology saw its net losses narrow to NT$7.97 million (US$0.26 million) in the third quarter of 2018 from NT$49.81 million a year earlier. EPS was negative NT$0.09 compared with negative NT$0.57 during the same period in 2017.
  • Leading international IDMs including Texas Instruments (TI), Infineon and Rohm are aggressively developing GaN (gallium nitride) power devices to meet the growing demand for high power-density devices using the third-generation semiconductor material for application to datacenters, servers, and electrical...
  • GlobalWafers chairperson Doris Hsu
    Tight supply of 8-inch and 12-inch silicon wafers will persist into 2020 thanks to strong market demand despite the US-China trade conflicts, but customers have shown mixed demand for 6-inch and smaller wafers in recent two months, according to Doris Hsu, chairperson of Taiwan-based GlobalWafers, now...
  • Yageo expects its operation to weaken in the fourth quarter of 2018 as the company has seen its customers decelerate their pace of orders.
  • Passive component company Walsin Technology has reported net profits of NT$9.16 billion (US$297.6 million) for the third quarter of 2018, up 109% sequentially and hitting a record high.
  • mlcc
    Tight supply of notebook-use MLCCs has eased a little as Intel's CPU shortages have caused disruption to notebook shipments since the second half of 2018 while undermining demand for MLCCs from notebook makers as a result, according to industry sources.
  • Flexible PCB (FPCB) specialist Flexium Interconnect has reported earnings per share of NT$3.22 (US$0.11) for the third quarter of 2018, when net profits hiked over 500% sequentially to NT$997 million.
  • Mineo Miura, manager of high power device division at Rohm's product planning department
    Rohm Semiconductor is expanding its production capacity for SiC (silicon carbide)-based wafers and components as it aims to become the world's largest supplier of SiC power components with a 30% share by 2025, according to Mineo Miura, manager of high power device division of product planning department...
  • Samsung Electro-Mechanics (SEMCO) under the Samsung group has been engaged in the development of fan-out panel-level packaging (FOPLP) technology for the production of application processors (AP) for use in wearable devices since 2018, according to industry sources.
  • HY Electronic chairman David Fang
    Diode maker HY Electronic is aggressively moving to develop new products and expand global deployments to cushion possible impacts of the escalating US-China tariff war, and expects its 2019 performances to be better than 2018 as the worst time for the diode industry has gone, according to company...
  • Mobile device testing and certification service company Sporton International saw its net profits increase 4.7% on year to NT$199 million (US$6.42 million) in the third quarter of 2018. EPS for the quarter came to NT$2.15.
  • Demand for MLCC from 5G applications may not increase dramatically in the short term
    Taiwan MLCC suppliers are planning to enforce capacity expansions in the next two years to cash in on expected robust demand in the 5G era, but industry sources said it will take at least 3-5 years for the suppliers to be able to enjoy volume shipments for 5G applications.
  • Taiwan-based Taiflex Scientific, which supplies flexible copper-clad laminates (FCCL) and PV module backsheets, has reported net profits for the third quarter of 2018 fell 15.2% on year to NT$238 million (US$7.7 million). EPS for the quarter came to NT$1.14.

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

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