Passive, PCB, other IC components
  • LandMark Optoelectronics, a maker of GaAs- and InP-based epitaxial wafers for production of laser diodes and other optical communication components, is confident that it will be able to achieve its sales target for 2018, buoyed by the growth momentum of consumer-use 3D sensing products, data centers...
  • yageo
    Taiwan-based Yageo has reached a deal to buy US-based Pulse Electronics, a supplier of electronic components, for US$740 million in cash.
  • Viewing that IGBT components and modules are as crucial to hybrid and pure electric vehicles as CPUs to computers, Taiwan firms engaged in the power discrete devices segment are following the footsteps of international IDMs such as Mitsubishi and Infineon to develop car-use IGBT devices to exploit...
  • Infineon Technologies has announced a plan to build a new factory for power semiconductors - a fully automated chip factory for manufacturing 300mm thin wafers.
  • face id
    LED epitaxial wafer and chip maker Epistar is poised to ship VCSEL (vertical-cavity surface-emitting laser) chips used to China-based smartphone vendors through EMS provider Lite-On Technology's smartphone-use CCM (compact camera module) supply chain, according to industry sources.
  • Murata Manufacturing, Pegatron and Inventec have dismissed recent reports from Taiwan about deals they had allegedly struck over stable MLCC supply amid serious shortages of the passive component.
  • Taiwan-based VCSEL application solutions provider HLJ Technology has decided to invest NT$2.7 billion (US$90.08 million) to build a 6-inc epi wafer fab at its plant complex in northern Taiwan to better cash in on huge VCSEL application market potentials by integrating relevant epi chip design, fabrication,...
  • MOSFET shortage easing

    May 18, 09:52
    The supply of MOSFET chips has become sufficient in the second quarter as international IDMs have moved to scale up their output for entry-level and mid-range devices, according to industry sources in Taiwan.
  • The ongoing shortage of MLCCs is affecting negatively shipments of Taiwan-based IC design houses, with some of the companies likely to revise downward their shipment goals for the second quarter, according to industry sources.
  • Taiwan-based power discrete component supplier HY Electronic (HYE) has seen clear visibility of orders for its main product lines including solar diode and GPP (glass passivated process) bridge rectifier through the fourth quarter of 2018 amid sustained strong market demand for diode products. But...
  • Flexible PCB specialist Career Technology swung to net profit of NT$33.95 million (US$1.14 million) in the first quarter of 2018 from loss of NT$85.29 million a year earlier. EPS for the most recent quarter came to NT$0.10.
  • PCB maker Unimicron Technology posted operating losses of NT$457 million (US$15.3 million) for the first quarter of 2018, but net income for the quarter remained positive thanks to non-operating profits. EPS for the quarter came to NT$0.12.
  • Taiwan EMS firms, especially smaller ones, are seeing their profitability increasingly eroded as their downstream customers are reluctant to absorb increases in production cost driven up by the ever-rising quotes for passive components long in supply shortages, according to industry sources.
  • Lite-On Semiconductor has reported net profits of NT$91.89 (US$3.1 million) for the first quarter of 2018, up 200% sequentially and 12% on year. EPS for the quarter came to NT$0.30.
  • Zhen Ding Technology, Compeq Manufacturing and Flexium Interconnect all enjoyed revenue growths in April 2018. The three Taiwan-based companies are reportedly among Apple's PCB suppliers.
  • Taiwan Tohcello breaks ground for new factory in Taiwan
    Taiwan Tohcello Functional Sheet, a subsidiary of Japan-based Mitsui Chemicals Tohcello, has broken ground for the first phase construction of its new plant in the Kaohsiung campus of the Southern Taiwan Science Park (STSP).
  • Taiwan-based Topco Technologies, which distributes and sells silicone materials and products for Japan's Shin-Etsu Chemical, has disclosed that its consolidated revenues for the first quarter of 2018 hit a new quarterly high of NT$2.054 billion (US$68.94 million), surging 15.69% on year, and its net...
  • Passive component makers Yageo and Chilisin Electronics have reported sequential increases in April consolidated revenues of 13.3% and 6.5%, respectively.
  • IGBT (insulated gate bipolar transistors) will play a vital role in the automotive semiconductor badly needed for the production of electric vehicles (EV), as it accounts for up to 50% of the cost for EV's driving systems. And the global IGBT market scale by 2021 will surge 151% from the level of 2015,...
  • Taiwan-based passive component vendor Yageo has announced plans to acquire shares of China-based BrightKing for NT$73 (US$2.46) per unit from May 4 to June 21, with a goal of fully acquiring the circuit protection component specialist.
  • Taiwan-based PCB maker Chin-Poon Industrial, which has more than 70% of its revenues from the auto industry, has estimated that losses resulting from a deadly fire at its production site in Taoyuan, northern Taiwan will amount to about NT$300 million (US$10.2 million).
  • Taiwan-based flexible PCB maker Flexium Interconnect has disclosed its gross margin fell 8.3pp on year and 5.2pp sequentially to 14.7% in the first quarter of 2018, the lowest level in four years.
  • Channel distributors of MLCCs are increasingly plagued by the growing supply shortfall of the passive component, as they can hardly find new supply sources to meet customer demand, resulting in production and shipment disruptions at downstream assemblers, especially second-tier ones, according to industry...
  • Taiwan-based Chilisin Electronics has announced plans to reduce its share capital by about 91.82 million units, or 30%, to 214 million units. The amount of reduction in capital will be returned to shareholders at NT$3 (US$0.10) in cash per share, according to the passive component company.
  • GaAs IC foundry Win Semiconductors expects to post double-digit on-year revenue growth in the second quarter of 2018.

Taiwan large-size LCD panels – 1Q 2018

China smartphone AP shipments – 1Q 2018

Taiwan small- to mid-size LCD panels – 1Q 2018

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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