Passive, PCB, other IC components
  • Supply of HDI boards has fallen short of demand in the second half of 2019
    Supply of HDI (high-density interconnect) boards has fallen short of demand in the second half of 2019, with Taiwan makers having to reschedule shipments to fulfill mounting orders. HDI boards, now mostly used in handsets, are expected to see a major rise in demand after entering the IoT era to support...
  • Chinese DRAM firm CXMT ramps up 19nm production
    China's bid to increase semiconductor self-sufficiency will take a step further - albeit a small one, perhaps - as homegrown DRAM maker CXMT is ramping up 19nm production. CXMT's goal is to reach an output of 40,000 wafers monthly for the 19nm...
  • Nan Ya PCB has disclosed plans to invest an additional US$48 million in its factory in Kunshan
    Nan Ya PCB has disclosed plans to invest an additional US$48 million in its factory in Kunshan, China, where the Taiwan-based company will expand ABF substrate production capacity to meet rapidly growing demand.
  • Zhen Ding Technology chairman Charles Shen
    Taiwan's top PCB maker Zhen Ding Technology (ZDT) will budget a record high capex for 2020 and expects its revenues for the year to grow significantly from 2019 on stronger shipments of diverse product lines, according to company chairman Charles Shen.
  • Compeq and Tripod have both disclosed strong earnings for the third quarter
    Taiwan-based PCB suppliers Compeq Manufacturing and Tripod Technology have both disclosed strong earnings for the third quarter of 2019 and that tight capacity for any-layer HDI boards for smartphone applications may continue through the fourth quarter of 2019.
  • Taiwan HDI PCB makers cautious about capacity expansion in 2020
    High-density interconnection (HDI) PCB specialists including Compeq Manufacturing and Tripod Technology are both scheduled to have their new production capacities come online in 2021 to satisfy demand for diverse consumer electronics applications enabled by 5G.
  • Yageo to acquire Kemet

    Nov 12, 10:04
    Yageo to acquire Kemet
    Taiwan-based Yageo and US-based Kemet have announced that they have entered into a definitive agreement under which the former Yageo will acquire all of the outstanding shares of the latter's common stock for US$27.20 per share in an all-cash transaction valued at US$1.8 billion, including the assumption...
  • AboCom has disclosed its monthly sales increased 19.78% on month and 20.55% on year
    Wireless networking solution provider AboCom System has disclosed its monthly sales increased 19.78% on month and 20.55% on year to hit a record high of NT$163 million (US$5.36 million) in October, driven by shipments of its VCSEL chips.
  • Taiwan's niche-type compound semiconductors makers are poised to embrace significant growth momentum
    Taiwan's niche-type compound semiconductors makers including Intelligent Epitaxy Technology (IntelliEPI), Transcom and Global Communication Semiconductors are poised to embrace significant growth momentum in 2020, driven by stronger demand for III-V components including diverse RF and other power devices...
  • Eris seeing high-end diode demand slow down
    Diode supplier Eris Technology, which has put increased focus on automotive electronics applications, has expressed caution about its sales outlook for the first quarter of 2020.
  • Server demand to recover in 2020
    Server demand may have been slow in 2019 with clients adjusting inventory, but orders are expected to pick up in 2020. Major suppliers are eyeing different segments for server shipment growth. The year 2020 is promising not just for the...
  • Two PCB makers expected to share bulk of SLP orders for next iPhone
    Taiwanese PCB maker Zhen Ding Technology (ZDT) and Austrian peer AT&S are expected to together land at least 50-60% of substrate-like PCB orders for Apple's next iPhones to be launched in 2020, according to industry sources.
  • tsmc
    China has recently offered to allow Taiwan-based firms to join the country's 5G technology R&D, standards formulation, network construction and product test, but most Taiwanese semiconductor supply chain players have remained cautious and even silent in response.
  • Semiconductor players see improved utilization rates
    Semiconductor players including TSMC, UMC as well as GaAs foundries and backend firms are seeing their production utilization rates picking up as demand from clients and emerging applications has been rising. Meanwhile, demand for chips used in TWS earphones is also expected to soar in 2020.
  • DSBJ expands PCB capacity in China
    China's Dongshan Precision Manufacturing (DSBJ) has disclosed a plan to invest a total of CNY2.16 billion (US$307.9 million) in its new PCB capaciy expansion project.
  • TWS earphone demand to ramp up orders for related chips
    Global shipments of TWS (true wireless stereo) earphones are expected to surge sharply to 150-200 million sets in 2020 from around 100 million sets estimated for 2019, providing strong revenue growth momentum for Taiwan's chips supply chain players next year, according to industry sources.
  • Taiwan CCL makers may see some transferred orders from Panasonic
    Taiwan CCL makers have a chance to land part of orders from their Japan counterpart Panasonic whose plant in northern Japan was seriously hit by floods caused by Typhoon Hagibis in mid-October and will take two months to fix and resume operation, but they do not expect much from the order transfer,...
  • Iteq reports profit growth for 3Q19
    Copper-clad laminate (CCL) specialist Iteq has reported net profits surged 79.3% from a year earlier and 23.9% sequentially to a record high of NT$715 million (US$23.5 million) in the third quarter of 2019, with EPS coming to NT$2.36.
  • EMC has reported its net profits climbed 47.3% from a year earlier
    CCL maker Elite Material (EMC) has reported its net profits climbed 47.3% from a year earlier to hit a record high of NT$960 million (US$31.5 million) in the third quarter of 2019 on total revenues of NT$6.97 billion, up 8% from a year earlier.
  • Unitech posts record 3Q19 results
    Robust shipments of rigid-flex boards - reportedly for AirPods 2 - boosted Taiwan-based PCB maker Unitech's third-quarter 2019 revenues to a new high of NT$6.204 billion (US$203.65 million), with net profit rising 32.93% sequentially to reach a seven-quarter high of NT$670 million.
  • Dynamic Electronics returned to profitability in the third quarter of 2019
    Taiwan-based PCB maker Dynamic Electronics returned to profitability in the third quarter of 2019, with its net earnings skyrocketing 48.37 folds on year to NT$121 million (US$3.97 million) on revenues of NT$3.87 billion that increased 8.26% on year, according to company data.
  • Flexium set to reap well from MPI, LCP antenna boards in 2020
    Taiwan-based flexible PCB maker Flexium Interconnect expects its revenues from shipments of high-frequency MPI (modified polyimide) and LCP (liquid crystal polymer) antenna boards to surge to over 20% of its annual revenues for 2020.
  • Global server shipments picked up 11.2% sequentially in the third quarter of 2019
    Server demand was slow in the first half of 2019, but growth has resumed starting in the second half, with Facebook becoming the biggest client for Taiwan-based server ODMs in the third quarter, according to Digitimes Research's latest...
  • Kinsus, Nan Ya reportedly among SiP substrate suppliers for Apple's just-unveiled AirPods Pro series
    Taiwan's Kinsus Interconnect Technology and Nan Ya PCB are both reportedly among SiP (system in package) substrate suppliers for Apple's just-unveiled AirPods Pro series, which adopt SiP design to integrated related chip components to support new functions including noise cancellation and water resistance,...
  • HLJ has been ramping up its shipments for true wireless Bluetooth earbuds
    Taiwan-based VCSEL sensing component maker HLJ Technology has been ramping up its shipments for true wireless (TWS) Bluetooth earbuds and other devices in the second half of 2019, according to industry sources.

China smartphone AP shipments – 3Q 2019

Global server market – 3Q 2019

Global small- to mid-size LCD panel shipment forecast, 2020 and beyond

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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