
CE, IPC, automotive trends
Notebook ODMs to see milder drop in 1Q21 shipments
Thursday 18 February 2021Notebook ODMs will see their shipments decline 10-15% sequentially in the first quarter of 2021, compared to larger decreases of over 20% during the same period in previous years,...
TSMC could set up fab in Europe
Thursday 18 February 2021TSMC could set up an advanced wafer fab in Europe, where demand for leading-edge chip fabrication is promising, according to industry observers.
Notebook shipments of Taiwan players from 2006-2010
Thursday 18 February 2021Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers - Quanta Computer, Compal Electronics, Wistron, Inventec and Asustek Computer - contributed...
Backend houses to thrive on strong demand for 5G, Wi-Fi 6 chips in 2021
Wednesday 17 February 2021Taiwan's IC backend supply chain players are poised to embrace another robust year in 2021 driven by strong demand for 5G and Wi-Fi 6 applications, after logging full capacity utilization...
Eris sees diode capacity fully booked throughout 2Q21
Wednesday 17 February 2021Taiwan-based diode maker Eris Technology has landed orders enough to keep its production lines for consumer diodes, automotive diodes, and protective components running at full capacity...
EMC component demand promising
Wednesday 17 February 2021EMC (electromagnetic compatibility) component demand for high-frequency and high-speed surge protectors and filters has been rising for applications ranging from 5G, AI and automotive...
Competition in 5G mmWave SoC market to heat up in 2H21
Wednesday 17 February 2021MediaTek's recently announced mmWave-enabled M80 5G modem chip is likely to fuel competition in the mmWave SoC solution market in the second half of 2021.
Pegatron January revenues hit 11-month low
Wednesday 17 February 2021Pegatron has reported consolidated revenues of NT$82.419 billion (US$2.90 billion) for January, the lowest monthly level since March 2020.
LCD panel makers post sequential falls for January revenues
Tuesday 9 February 2021LCD panel makers AU Optronics (AUO) and HannStar Display, as well as related component suppliers including Radiant Opto-Electronics, Global Lighting Technologies (GLT) and FineMat...
Taiwan quartz component makers to embrace strong 1Q21
Tuesday 9 February 2021Taiwan-based quartz component makers including TXC, Siward Crystal Technology, and Harmony Electronics are poised to enjoy a particularly strong first quarter of 2021 due to robust...
Chipbond, ChipMOS to enjoy strong 1H21
Tuesday 9 February 2021Display driver IC backend specialists Chipbond Technology and ChipMOS Technologies are both poised to enjoy a strong first half of 2021, driven by continued strong demand for small-size...
Highlights of the day: TSMC to faces challenges from political pressure
Monday 8 February 2021Following the setup of an advanced wafer fab in the US because of the US government's pressure, TSMC is now facing pressure...
CCL makers to see strong shipments throughout 2021
Monday 8 February 2021Taiwan CCL suppliers are expected to see their supply capacity become tighter in 2021 than 2020 amid increasing demand for both general and high speed/frequency applications, and...
Notebook production relocation from China not crucial concern for vendors
Monday 8 February 2021Notebook brand vendors are taking a wait-and-see attitude toward whether to have their supply chain partners move production out of China, as the Biden administration is not expected...
Political pressure challenging TSMC
Monday 8 February 2021TSMC is believed to have been under political pressure to set up an advanced wafer fab locally in the US in the wake of the US-China trade war. The pure-play foundry has also come...
Asustek invests in Portwell for AIoT applications
Friday 5 February 2021Asustek Computer has announced to spend NT$1.5 billion (US$53.13 million) on acquiring a 30% stake in Portwell and will partner with the IPC maker to establish Embedded Foundry, an...
Lenovo COO Lanci to retire
Friday 5 February 2021Gianfranco Lanci, COO and president for Lenovo, will retire from the PC vendor in September 2021. The company also disclosed organization and personnel changes that will become effective...
Top-10 IC growth categories to enjoy 2021
Friday 5 February 2021Each of the top-10 growing IC product categories tracked by IC Insights is expected to see a double-digit increase in sales, but only the top-five segments are forecast to grow faster...
Taiwan makers see LCD TV shipments rise in 4Q20
Friday 5 February 2021Taiwan-based makers shipped 951,800 LCD TVs globally in fourth-quarter 2020, increasing 9.8% sequentially and 12.3% on year, according to Digitimes Research.
Wire-bonding capacity to stay short of demand throughout 2021
Friday 5 February 2021ASE Technology Holding will see its wire-bonding capacity run at full utilization and remain short of demand through the end of 2021, and up to 90% of clients have signed two-year...
Global tablet shipments to fall 31% in 1Q21, says Digitimes Research
Friday 5 February 2021Worldwide tablet shipments climbed to a 13-quarter high of 51.56 million units in the fourth quarter of 2020, according to Digitimes Research. However, shipments will fall 31% sequentially...
Taiwan notebooks – 4Q 2020
Friday 5 February 2021Global notebook shipments, excluding detachable models, surged over 10% sequentially to hit a fresh high of 60 million units in fourth-quarter 2020, mainly driven by robust demand...
Order visibility for passive component materials clear for 3-4 months
Thursday 4 February 2021Taiwan's suppliers of upstream materials for passive components have seen clear order visibility for 3-4 months ahead thanks to a significant ramp-up in demand for MLCCs, chip resistors...
Copper foil makers Co-Tech, Nan Ya keen on capacity expansions
Thursday 4 February 2021As demand has outgrown supply for copper foil needed to support booming 5G infrastructure, automotive and consumer electronics applications, Taiwan's makers including Co-Tech Development...
Notebook chips in tight supply
Thursday 4 February 2021The supply of notebook-use chips including display driver ICs, power management chips and audio codecs chips continues to fall short of demand in the first quarter of 2021 despite...
- Honda appoints Japan R&D chief Toshihiro Mibe as new CEO (Feb 19) - Bloomberg
- Apple approached Nissan to work on autonomous car project (Feb 15) - Finacial Times
- Ford says 'millions' of its vehicles will run on Google's Android starting in 2023 (Feb 1) - The Verge
- Renesas moves more automotive chip production in-house (Jan 29) - Nikkei Asian Review
- Let's talk in-cabin AI, DMS and Apple C1 processor (Jan 15) - EE Times
- Carmakers crying out for chips fuels growth for Globalfoundries (Jan 14) - Bloomberg
- Exclusive: Apple held talks with EV startup Canoo in 2020 (Jan 12) - The Verge
- Samsung's new Frame TV rotates between portrait and landscape modes (Jan 6) - engadget
- LG will demo a 'bendable' OLED gaming TV at CES 2021 (Jan 2) - engadget
- LG's new 'QNED' TVs will have up to nearly 30,000 tiny LEDs behind the screen (Dec 28) - The Verge