Many IC design houses will likely see their revenue continue declining in August and September due to the ongoing inventory adjustments at major clients, according to industry sources.
IC design house Sunplus Technology has expressed caution about its business prospects for the second half of 2022, as customers request shipment deferrals amid inflation and other macro concerns.
Realtek Semiconductor and its sales agent GMI Technology are poised to benefit from telecom infrastructure upgrades in China, as they have won major procurement bids introduced by China's top-3 telecom carriers, according to industry sources.
CMOS image sensor (CIS) packaging service provider Tong Hsing Electronic Industries is constructing its fourth plant in northern Taiwan, with the facility to begin production in the first or second quarter of 2023 and focus on packaging automotive CIS and power modules, according to company president Chang Chia-shuai.
South Korea-based IC design houses together occupied 79% of the global supply of OLED display driver ICs (DDI) in the first quarter of 2022, South Korea-based ETNews cited Omdia as indicating.
As DIGITIMES Asia notes, with reports of high demand for chips, most governments in SEA are in precarious positions as they struggle to meet the demand. SEA countries, one after another, have the intention to build their domestic semiconductor ecosystems, including Indonesia and Vietnam.
Taiwan-based niche-market PCB maker Eiso Enterprise and PCB materials vendor Aurona Industries have been diversifying their target market segments with the efforts bearing fruits, according to industry sources.
Taiwan-based Favite has disclosed it has developed AOI equipment for use in production of microLED chips and panels.
Chemical materials maker Eternal Materials has disclosed it is expanding production capacity for dry film photoresist at its factory in Suzhou, China, with the additional capacity to come into operation in fourth-quarter 2022.
As US sanctions continue to intensify, China's semiconductor industry has been looking for ways to bypass the curbs. Chiplet, a modular approach of chip design that integrates multiple circuit blocks on an interposer, is one of the alternatives being explored by the Chinese semiconductor industry to stay competitive.
Semiconductor probe card and test equipment supplier MPI continues to see a ramp-up in vertical probe card (VPC) orders for network communications and automotive chips. It is expected to post flat or slight revenue growth sequentially in the third quarter of 2022, according to market sources.