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Tuesday 15 June 2021
IC materials distributors upbeat about sales in 3Q21
Taiwan's semiconductor materials distributors including Topco Scientific, Wah Lee Industrial, Topco Technologies, and Chang Wah Electromaterials are all upbeat about their sales in the third quarter of the year due to strong demand from both foundry and backend houses and even IC substrate makers, according to industry sources.
Tuesday 15 June 2021
ASC 100: Only six semiconductor companies make top 100, but lead well in average profit and market value
Companies in the "ICT terminal devices/equipment" and "auto/motorcycle manufacturing" sectors account for half of the Digitimes' Asia Supply Chain 100 (ASC 100) list, but semiconductor firms well lead the list in both average profit and average market value. ASC 100 is a newly released reseach on Asia's top 100 tech firms. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: TSMC, Samsung lead in market value; semiconductor, EV sectors gaining traction
Benefiting from the US-China tech war and sharp chip shortages following the pandemic outbreak, and with automotive clients competing for foundry capacity support, the entire semiconductor industry is poised to enjoy robust order momentum through 2022, allowing semiconductor stocks to gain traction in the market. TSMC and Samsung Electronics, now the world's only two companies able to commercialize sub-7 nm foundry nodes, have been in a two-horse race for grabbing the crown in the Digitimes' Asia Supply Chain 100 (ASC 100) research, ranking first and second, respectively, by market capitalization in 2020. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
DDI backend services, materials see order visibility throughout 2021
Display driver IC (DDI) backend specialists ChipMos Technologies and Chipbond Technology, and related COF and COG packaging materials vendors including Niching Industrial have seen clear order visibility through October or even the end of the year, thanks to persistently strong DDI chips demand for handset, TV and other consumer devices, according to industry sources.
Friday 11 June 2021
GaAs IC firms gearing up for smartphone PA shipment pick-up
GaAs IC foundries Win Semiconductors and Advanced Wireless Semiconductor Company (AWSC), and GaAs epi-wafer supplier Visual Photonics Epitaxy Company (VPEC) are gearing up for a seasonal pick-up in shipments for power amplifiers and other RF components for use in smartphones, according to industry sources.
Friday 11 June 2021
HDI PCB makers see order visibility throughout 2021
Taiwan-based HDI PCB makers including Compeq Manufacturing and Tripod Technology have seen clear order visibility throughout 2021, and are expected to sustain full capacity utilization in the second half of the year, according to industry sources.
Thursday 10 June 2021
Unimicron to sustain strong shipments of IC substrates, HDI boards
IC substrate and PCB supplier Unimicron Technology expects to sustain strong shipments throughout 2021, inspired by very clear order visibility for all its major product lines in the months ahead, according to industry sources.
Wednesday 9 June 2021
Fuzetec to sustain full capacity for protective components till October
Taiwan-based Fuzetec Technology, dedicated to offering polymeric positive temperature coefficient (PPTC) thermistors and other circuit protection solutions, is expected to maintain full capacity utilization at least through the end of October to fulfill orders placed for at least four months ahead.
Wednesday 9 June 2021
Aluminum capacitor demand to stay robust
Aluminum electrolyte capacitor demand will stay robust for applications ranging from notebooks, game consoles, servers to automotive electronics, and will continue to outpace supply in the second half of 2021, according to industry sources.
Tuesday 8 June 2021
Yageo, Holy Stone, Ample report increased revenues for May
Passive component vendors and their upstream suppliers including Yageo, Holy Stone and Ample Electronics Technology have all reported revenue growths for May.
Tuesday 8 June 2021
Strong IC substrate shipments continue to buoy Nan Ya, Kinsus
Nan Ya PCB and Kinsus Interconnect Technology continued to see their May sales driven by robust shipments of IC substrates, and are both poised to enjoy a strong 2021, according to industry sources.
Monday 7 June 2021
Highlights of the day: Pandemic heating up in Taiwan IT supply chain
Taiwan's ICT supply chain, especially semiconductor backend houses have seen rising COVID-19 infections among their workers. Around 180 employees of KYEC had been diagnosed for being infected with the coronavirus as of June 5. However, MediaTek is still optimistic about its sales for the second quarter, despite KYEC, a major backend services partner of the chip supplier, had closure of production lines for two days. MediaTek is working closely with KYEC to mitigate the impact. On the other hand, demand for miniLED backlighting boards has been picking up as miniLED-based gaming and creator notebooks have seen rising sales.
Monday 7 June 2021
PCB equipment maker Taliang posts record May sales
Taiwan-based PCB equipment maker Taliang Technology has reported revenues for May 2021 of NT$438 million (US$15.8 million), up 2.3% sequentially and a robust 174.8% on year, and a record high.
Monday 7 June 2021
High-speed copper foil materials demand promising
High-frequency and high-speed copper foil materials demand will be ramping up in the second half of 2021, thanks to replacement demand for servers adopting Intel's new Whitley server processors, according to industry sources.
Monday 7 June 2021
PCB makers eyeing demand for miniLED-backlit gaming, creator notebooks
Taiwan's PCB makers are accelerating their deployments in the miniLED backlighting boards as more non-Apple notebook vendors continue to roll out new miniLED-backlit gaming and creator notebook models, according to industry sources.
Friday 4 June 2021
Automotive PCB makers see clients adjust order placement
Automotive PCB makers have seen overbooking at clients ease a little, but order visibility still continues to lengthen as clients remain eager to secure longer-term capacity supply, with actual shipments, however, still fluctuating amid unstable supply of components and labor force, according to industry sources.
Thursday 3 June 2021
Components makers to conduct mid-year inventory checking
Components suppliers and downstream assemblers are set to conduct their mid-year inventory checking later in June and do necessary inventory adjustments, but they are most concerned about whether strong terminal market demand will reverse following their inventory corrections, according to industry sources.
Thursday 3 June 2021
Highlights of the day: TSMC fast expanding capacity
TSMC is gearing up expansion of its capacity in response to strong demand from diverse sectors. According to the foundry's CEO, TSMC will invest a total of US$100 billion in capacity expansion through 2023. In the car industry, Foxconn has made yet another move to expand its reach in the electric vehicle sector. Foxconn and Thailand's PTT have just signed an MoU for forming a JV for the production of EV in Thailand. The importance of Southeast Asia for the global supply chain is growing fast. Austria-based AT&S has just disclosed a plan to set up an ABF substrate production base in Southeast Asia.
Thursday 3 June 2021
AT&S to set up ABF substrate production base in Southeast Asia
AT&S has disclosed plans to invest EUR1.7 billion (US$2.07 billion) to set up a new production base for ABF substrates in Southeast Asia to satisfy the needs of its major HPC chip clients.
Thursday 3 June 2021
Diode makers to enjoy strong 2H21
Taiwan-based diode suppliers have seen their order visibility remain clear, with power diodes that support power management applications to serve as a growth driver in the second half of 2021.
Thursday 3 June 2021
Passive component vendors may see production in Malaysia disrupted
Malaysia is where a number of Japan- and Taiwan-based passive component vendors operate their regional factory sites, and their production may be disrupted by an ongoing two-week nationwide lockdown there, posing a further impact to the already-tight supply of certain components, particularly aluminum capacitors, according to industry sources.
Thursday 3 June 2021
ACX to commercialize new capacity for LTCC components in 3Q21
Taiwan-based ACX, specializing in LTCC (low temperature co-fired ceramic) components for RF front-end modules, is set to complete a 40% capacity expansion in the third quarter, adding growth momentum to its second-half 2021 revenues, according to industry sources.
Wednesday 2 June 2021
EMC component supplier Wendell enjoys clear order visibility through 3Q21
Taiwan-based Wendell Industrial, a supplier of EMC (electromagnetic compatibility) and other circuit protection components, is upbeat about its operations in the third quarter of 2021 judging from clear order visibility through the quarter.
Wednesday 2 June 2021
Unimicron raises capex outlook for 2021
IC substrate and PCB supplier Unimicron Technology has revised upward its capex target for 2021 to NT$34.47 billion (US$1.25 billion) from around NT$27 billion set previously.
Wednesday 2 June 2021
PCB makers see order momentum stay strong for notebooks
PCB makers continue to see strong order momentum for notebook applications in the second half of the year, and are poised to make rolling updates to their quotes as prices of upstream materials are very likely to trend upward amid lingering shortages, according to industry sources.