Taiwan's optoelectronics industry in the first half of 2021 shows strong growth, compared to the same period in 2020, due to the large-scale stimulus plans from major economies and the steady global economic demand. Among the optoelectronic industry, panels have increased the most, because of the stay-at-home economy and shortage of raw materials and components, which have stimulated the increase in panel price.
DK Electronic Materials (DKEM), one of the two largest China-based makers of conductive PV silver paste used in production of solar cells, will invest CNY1.247 billion (US$192 million) to acquire DuPont's silver paste business, according to Chinese media reports.
TSEC is undertaking trial production at a newly established solar cell production line featuring adjustable production using solar-grade crystalline silicon wafers of varying sizes, according to the company.
Of export orders received by Taiwan-based manufacturers and exporters in 2020, domestic production accounted for 46.0%, slipping 1.4pp on year, according to a survey of overseas production for export orders conducted by Ministry of Economic Affairs (MOEA).
The US has prohibited imports of PV modules and polysilicon produced by some companies in Xinjiang, northern China, over forced labor concerns there, but this is unlikely to impact global PV supply and demand, according to industry sources.
Foxconn Technology Group (Hon Hai Precision Industry) has announced plans to invest NT$1 billion (US$36.1 million) for new shares to be issued by PV conductive paste maker Giga Solar Materials through private placement.
The top-100 tech firms in Asia are mostly based in Japan, China, Korea and Taiwan, with the car and tech products/equipment sectors making up the two largest groups, according to Asia Supply Chain 100 (ASC 100), the freshly released research results by Digitimes. The ASC 100 study, based on the companies' revenues, profit and market cap, wil be renewed annually. In the notebook industry, makers are using more aluminum-alloy components to replace copper ones, as copper prices stay at high levels.
Countries in Southeast Asia and South Asia stand a chance of becoming rising stars in the midst of supply chain shifts and the move toward shorter supply chains and localization. Four Indian firms and one Indonesian firm entered Digitimes' Asia Supply Chain 100 (ASC100). By region, Tata Motors at No. 22 in ASC100 is the champion in Southeast Asia and South Asia, followed by Indonesia's Astra International (No. 68) and India's Mahindra & Mahindra (No. 69), Maruti Suzuki (No. 74) and Motherson Sumi (No. 89). ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Companies in the "tech products and equipment" and "automotive 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.
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.
Of the companies in Digitimes' Asia Supply Chain 100 (ASC 100), Samsung Electronics had the highest net income US$22.1 billion in 2020. But TSMC - in third place in overall net income - had the highest net profit margin of 38.7%, way higher than Samsung's 11%. ASC 100 is a new released research on Asia's top 100 tech firms - a study based on the companies' revenues, profit and market cap that will be renewed annually.
Digitimes, an Asia-based premium source of tech supply information, has just released its 2021 Asia Supply Chain 100 (ASC100) research results. In terms of 2020 revenue, Japan's Toyota Motor, South Korea's Samsung Electronics and Taiwan's Hon Hai Precision (Foxconn) are the top three in ASC100, a freshly launched research on Asia's top-100 tech firms. The ASC 100 research is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Digitimes, an Asia-based premium source of tech supply chain information, undertook a six-month study on the financial reports of 4,725 publicly listed corporations across 11 countries in Asia and compiled its first annual report on the top 100 Asian suppliers - Asia Supply Chain 100 (ASC100) in 2021. Released on June 15, the report contains the rankings among Asia's top 100 suppliers along with a look into supply chain trends and an analysis on the competitiveness of Asian countries. Digitimes plans to release updated statistics on an annual basis going forward and keep track of the changes in the rankings among Asia's high-tech suppliers in the long run.
Taiwan-based Solar Applied Materials Technology is expected to gain new growth momentum after its new facility at Southern Taiwan Science Park (STSP) starts trial production of sputtering targets for thin films for a variety of applications in the fourth quarter of 2021, according to industry sources.
Solar cell and PV module maker United Renewable Energy (URE), through partnerships with electric machinery maker Shihlin Electric & Engineering and battery solution developer Saft Groupe, has won a bid for setting up a 15MW energy storage system for state-run Taiwan Power Company (Taipower).
Solar Applied Materials Technology, a Taiwan-based supplier of precious and rare metals, chemicals and materials, is enjoying robust orders from clients in the semiconductor, panel and storage industries.
Solar cell and PV module makers United Renewable Energy (URE) and Motech Industries have reported March consolidated revenues of NT$1.467 billion (US$51.7 million) and NT$469.4 million, respectively, the former increasing 114.31% sequentially and 21.39% on year and the latter growing 38.80% sequentially and 55.06% on year.
TSEC has disclosed it has obtained orders for PV modules to be used in two power stations with total installation capacity of 240MWp, with shipments to be delivered between April 2021 and February 2022.
Solar cell and PV module maker United Renewable Energy (URE) posted consolidated revenues of NT$12.511 billion (US$440 million), gross margin of -7.01%, operating loss of NT$4.614 billion, net loss of NT$6.139 billion for 2020, according to the company.