Taimide builds new production line for polyimide films
Taiwan-based polyimide film (PI) maker Taimide Tech has completed recently the construction of its second-phase expansion project, paving the way for production targeting 5G and flexible display applications.
Diodes' planned takeover of Lite-On Semiconductor has gained regulatory approvals in the US and Taiwan, but China's regulatory body has recently claimed that both firms have failed to send related documents for review in accordance with its antitrust law, according to industry sources.
TUC reportedly suffers from faulty CCL
Copper clad laminate (CCL) maker Taiwan Union Technology (TUC) has reportedly encountered some quality issues that may lead to loss of some major orders from Google, according to sources from the upstream supply chain.
Shennan Circuits to post record 3Q19 profits
China's leading PCB maker Shennan Circuits (SCC) is expected to generate record-high net profits in the third quarter of 2019, thanks to robust demand for 5G base station equipment and data center applications, according to industry sources.
PCB makers gaining from handset HDI mainboard upgrades
Taiwan-based PCB suppliers are expected to see their HDI board production lines running at full capacity through the end of 2019, bolstered by upgrades in smartphone mainboards, according to industry sources.
Highlights of the day: iPhone 11 series fuels TSMC sales
Strong demand from the 5G sector is apparently not the only factor driving TSMC's sales growth. The foundry house is gaining growth momentum from better-than-expected sales of Apple's iPhone 11 series for fourth-quarter 2019, and first-quarter...
Taiwan-based PCB makers Unitech and Dynamic Electronics have outperformed other local second-tier peers due mainly to their efforts in developing diverse niche applications paying off significantly, according to industry sources.
Unimicron, Na Ya 4Q19 revenues to grow on ABF substrates
Taiwan-based Unimicron and Na Ya PCB have both seen revenues for the third quarter of 2019 reach high levels thanks to robust shipments of ABF substrates, and the growth momentum is expected to persist into the fourth quarter of the year, according to industry sources.
SAS to add investment in Actron
Crystalline silicon solar cell and module maker Sino-American Silicon Products (SAS) will invest an additional sum of up to NT$1 billion (US$32.2 million) in automotive diode maker Actron Technology to enhance existing cooperation.
Flexible PCB specialist Zhen Ding Technology is expected to revise its revenue forecast for 2019 to growth from flat as projected earlier, having posted strong sales for September and the third quarter, according to company sources.
Compeq Manufacturing has reported record high sales for September, reportedly propelled by increased shipments of PCB products for Apple's iPhone 11 lineup and Huawei's Mate 30 series.
Driven by growing demand for 5G applications, Taiwan MLCC suppliers are managing to gradually lower their inventory levels and will possibly return to a growth track in 2020, according to industry sources.
Win Semi 3Q19 revenues beat guidance
GaAs foundry Win Semiconductors' third-quarter 2019 revenues climbed over 40% sequentially, beating its estimate of about 30% growth, due partly to strong demand for compound semiconductor power and sensing devices for new handsets launched by vendors in the US and China, where the company plays an...
Flexible PCB maker Flexium Interconnect has disclosed its September and third-quarter revenues improved significantly on year due mainly to strong demand for handset antenna boards, despite still registering negative growth in revenues for the first nine months of 2029.
EMC upbeat about 4Q19
Taiwan's leading CCL maker Elite Material (EMC) expects significant revenues for fourth-quarter 2019, bolstered by encouraging sales of iPhone 11, according to industry soruces.
Transcom, a Taiwan-based GaAs chip and foundry company, is expected to report impressive financial results for 2019 thanks mainly to robust orders for niche-market power amplifiers, according to market sources.
Xintec eyeing return to profit in 2019
Niche-market IC packaging house Xintec is eyeing its return to profitability this year, according to industry observers.
Rigid-flex PCB market gaining expansion momentum
The market for rigid-flex PCBs, though smaller than those for other PCB product lines, is gaining expansion momentum as more PCB makers in Taiwan and China are moving to expand their rigid-flex board businesses to tap potential demand driven by increasing IoT and automotive applications, according...
HannStar Board acquires director seat in Career Tech
Flexible PCB (FPCB) maker Career Technology has elected a new member to its board of directors - HannStar Board's chairman Anthony Chiao, a move signaling a strategic partnership between the two firms.
GaAs firms to thrive on robust VCSEL, PA, RF demand
Taiwan-based GaAs IC foundries and epitaxial wafer suppliers are set to enjoy strong sales in the fourth quarter of 2019 and beyond, driven by robust demand for VCSEL and PA (power amplifier) and RF (radio frequency) devices, according to industry sources.
With Apple reportedly looking to incorporate mini LED display technology into its iPad and MacBook product lines between second-half 2020 and first-half 2021, Taiwan-based flexible PCB makers including Zhen Ding Technology and Flexium Interconnect stand a good chance of entering the supporting supply...
Taiwan's COF (chip on film) supply chain is poised to embrace a prosperous year in 2020, as new COF solutions are expected to be massively applied to integrate optical in-display fingerprint sensor chips and TDDI ICs for application to new smartphones for the year, according to industry sources.
Sony, OmniVision enjoy robust demand from Huawei
CMOS image sensor suppliers Sony and OmniVision have both enjoyed robust demand for multi-camera smartphones from Huawei, with their regional distributors and backend suppliers being among the beneficiaries of Huawei's strong demand, according to industry sources.
Feedback Technology, a distributor of equipment and parts for semiconductor and optoelectronics industries, plans to invest NT$1.5 billion (US$48.2 million) to expand its factory capacity in Hsinchu, northern Taiwan.
Silicon carbide (SiC) substrate quotes are likely to fall by over 20% in 2020 due to constant capacity expansions at major suppliers and impacts of the US-China tariff war, according to industry sources.
Global tablet shipment forecast, 2020 and beyond
2019 global tablet shipments will slide significantly from the level of 2018 as brand tablets are experiencing weakening momentum...
Global smartphone shipment forecast, 2020 and beyond
Global smartphone shipments will continue to decline for the second year in 2019. Although emerging markets have demand coming...
Global notebook shipment forecast, 2020 and beyond
Notebook shipments in 2019 are estimated to show a 1.6% increase with vendors ramping up inventory in preparation for the US-China...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...