Some of the major panel fabs are located in the epicenter of Covid-19
The outbreak is sending manufacturers rethinking their global deployments
Automotives and emerging biz
The coronavirus outbreak is hitting the global car industry and other emerging sectors
The semiconductor ecosystem is feeling the heat of the outbreak
Handset, networking and digital home
The 5G era has gotten off to a woeful start
US, Europe, Japan, South Korea
So much is at stake for the industries and markets around the world
PC, notebook, server
The PC, notebook and server supply chains are being disrupted by the outbreak
China's domestic market
Consumer confidence and demand in China have been severely hit by Covid-19
Global markets and economy
The global economy faces a tough year ahead
Memory spot prices stabilizeWednesday 27 May 2020
Memory spot market prices have stopped falling, indicating consumer sentiment could be improving, according to industry sources.
Huawei, Xiaomi roll out cheaper 5G phones in ChinaTuesday 26 May 2020
Competition in China's 5G phone market has extended to the entry-level to mid-range segments earlier than expected as vendors including Huawei, Xiaomi and Hisense have rolled out...
IC analysis labs see slowdown in 2H20 demand from Huawei, US chipmakersTuesday 26 May 2020
Taiwan IC analysis and inspection labs are expected to see demand from US chipmakers and Huawei/HiSilicon weaken in the second half of the year on uncertainties arising from the coronavirus...
MOSFET backend firms expect orders to continue pulling inTuesday 26 May 2020
MOSFET backend specialists, such as GEM Services, have seen orders start pulling in since March and expect the momentum to persist through June, according to industry sources.
Taiwan handset HDI board makers cautious about 2H20Tuesday 26 May 2020
Taiwan's makers of handset-use HDI boards have yet to feel the pinch of waning handset sales so far this year and are expected to enjoy stable shipments through second-quarter 2020,...
Global 1Q20 NAND flash market posts 8% growth, says DRAMeXchangeTuesday 26 May 2020
Revenues of the global NAND flash industry increased 8.3% sequentially to US$13.58 billion in the first quarter of 2020, thanks mainly to growth in demand for datacenter applications,...
POS device makers coping with pandemicMonday 25 May 2020
POS (point of sale/service) device makers Flytech Technology, Posiflex Technology and Partner Tech have enhanced added-value for and extended application of their products to cope...
Chromebook to win most in Japan purchase program, says Digitimes ResearchMonday 25 May 2020
The Japanese government will begin a JPY300 billion (US$2.786 billion) plan to purchase mobile computing devices to cope with urgent demand for remote study triggered by the coronavirus...
ASE Technology likely to process ALS devices for new AirPodsMonday 25 May 2020
Apple is expected to incorporate ambient light sensors (ALS) in next-generation AirPods devices in the coming 1-2 years, and Taiwan's ASE Technology may handle the backend process...
Taiwan large-size LCD panels – 1Q 2020Monday 25 May 2020
Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and 12.3% on year.
Test Research upbeat about 1H20Monday 25 May 2020
Test Research (TRI), which provides automatic test and inspection tool solutions, has landed a pull-in of orders for networking and server applications since the fourth quarter of...
Alibaba sees 1Q20 revenues down sequentiallyMonday 25 May 2020
China-based e-commerce operator Alibaba Group has reported consolidated revenues of CNY114.314 billion (US$16.14 billion) for first-quarter 2020, decreasing 29.20% sequentially but...
Sinbon steps into medical applicationMonday 25 May 2020
Connector and cable assembly maker Sinbon Electronics has extended production to cable models for use in medical equipment, according to company senior sales manager Teresa Lin.
Smartphone ODMs to see shipments fall in 2020, says Digitimes ResearchFriday 22 May 2020
Digitimes Research has lowered its global smartphone shipment forecast for 2020 to 1.15 billion units, down 15.4% from 2019's 1.36 billion because of the impacts from the coronavirus...
Taiwan semiconductor output value to grow in 2020Friday 22 May 2020
The output value of Taiwan's semiconductor industry is forecast to increase 4-5.7% in 2020, despite headwinds from the coronavirus pandemic, according to the government-sponsored...
China car market to slip 22% in 2020, says Yulon NissanFriday 22 May 2020
New car sales in the China market are expected to slip 22% to 20 million units in 2020, Taiwan-based Yulon Nissan Motor, has estimated.
Graphics card makers see shipments boomThursday 21 May 2020
Graphics card manufacturers including Asustek Computer, Micro-Star International (MSI) and Gigabyte Technology are expected to see their shipments continue ramping up and grow through...
NAND flash contract prices to stay flat in 3Q20Thursday 21 May 2020
NAND flash memory contract prices are expected to stay flat in the third quarter, as demand for notebooks remains stable, according to Wallace Kou, president and CEO of Silicon Motion...
PC market to renew expansion in next 2-3 years, says Lenovo chairThursday 21 May 2020
The global PC market scale is expected to expand in the next 2-3 years as demand for notebooks and other PCs enabling work from home will continue to sustain momentum for a long while...
China smartphone AP shipments – 1Q 2020Thursday 21 May 2020
Smartphone application processor (AP) shipments to China only amounted to 135 million units in first-quarter 2020, plunging more than 30% on quarter and 12.2% on year.
GaAs foundries positive about handset PA demand despite Huawei woesWednesday 20 May 2020
Taiwan's GaAs foundries including Win Semiconductors are still optimistic about mid- and long-term outlook for handset PA (power amplifier) demand though their orders from Huawei...
Smartphone panel prices fallingWednesday 20 May 2020
Prices for LCD and AMOLED panels for use in smartphones have all trended downward in May, as handset brands are adjusting their panel demand, while reeling from the adverse impacts...
Smartphone sales picking up in ChinaWednesday 20 May 2020
Smartphone sales in China have been picking up recently, with strong consumer demand for 5G models fueling the momentum, according to sources from Taiwan's handset supply chain.
Polarizers in tight supplyWednesday 20 May 2020
Global supplies of polarizers have been tight and could remain so in 2021 even though demand for such optical filters is weakening in light of the gradual closure of LCD lines by...
Dialog Semi upgrades SoC to support social distancingWednesday 20 May 2020
Dialog Semiconductor has announced a new Wireless Ranging (WiRa) software development kit (SDK) that it says adds highly accurate and reliable distance measurement capabilities to...