
CE, IPC, automotive trends
Highlights of the day: 8-inch fab capacity expansion costly
Wednesday 3 February 2021Eight-inch wafer foundry service provider VIS is increasing its capex budget for 2021, with the sum mainly for manufacturing process conversion and facility maintenance. Despite short...
Eris to see orders transferred from Lite-On Semi start generating revenue in 3Q21
Wednesday 3 February 2021Diode maker Eris Technology is poised to obtain from Lite-On Semiconductor automotive diode production equipment which has been acquired by Eris' largest shareholder Diodes, and will...
Foxconn to improve gross margin to 7% in 2021
Wednesday 3 February 2021Foxconn expects to improve its gross margin this year to 7% in 2021, and will continue to deepen its deployments in a spate of segments including electric vehicles (EV), robots and...
Taiwan CCL makers to raise prices to reflect rising materials costs
Wednesday 3 February 2021Taiwan-based CCL makers including Elite Material, Iteq, Taiwan Union Technology and Ventec International are set to raise their quotes soon to reflect rising costs for copper foil...
Global AIO PC shipments to fall in 1Q21, says Digitimes Research
Wednesday 3 February 2021Global AIO (all-in-one) PC shipments will be weighed down by lingering shortages of crucial parts and components to suffer a sequential decline of 17.5% in the first quarter of 2021,...
Backend house Xintec expects strong 1Q21
Wednesday 3 February 2021TSMC-invested backend house Xintec expects to enjoy a particularly strong first-quarter 2021 and stable revenue and profit increases for the entire year, thanks to brisk wafer-level...
VIS raises 2021 capex
Wednesday 3 February 2021Eight-inch foundry Vanguard International Semiconductor (VIS) has budgeted NT$5.1 billion (US$182.33 million) in capex for 2021, up from the NT$3.54 billion allocated last year.
IC designers brace for insufficient foundry support throughout 2021
Wednesday 3 February 2021Taiwan's IC design houses expect their book-to-bill ratios to stay well above 1.0 throughout 2021, thanks to persistently tight foundry capacity undermining their shipment fulfillments...
Highlights of the day: Automotive chip demand to further constrain foundry support
Tuesday 2 February 2021Taiwanese foundry houses' promises to devote more capacity to making automotive chips have raised concern among smaller IC designers. With the foundry capacity unlikely to see major...
DDI backend houses to further raise quotes later in 1Q21
Tuesday 2 February 2021Display driver IC (DDI) backend specialists including Chipbond Technology and ChipMOS Technologies plan to enforce a second wave of price hikes in late February or early March to...
Inductor makers set to expand capacities amid increasing demand
Tuesday 2 February 2021Taiwan's inductor makers are expected to sustain high capacity utilization in most of 2021, and will move to enforce capacity expansions later in the year to meet strong demand from...
Fabless chipmakers worry about further supply constraints
Tuesday 2 February 2021With major Taiwan-based foundries expressing their supply commitments to their automotive customers, fabless chipmakers particularly second-tier players have expressed concerns about...
SSD adoption among notebooks to accelerate in 2021
Monday 1 February 2021Falling NAND flash prices will be driving substantially the adoption of SSDs in notebooks this year, which Micron Technology executive VP and chief business officer Sumit Sadana also...
Global server market – 4Q 2020
Monday 1 February 2021Fourth-quarter 2020 global server shipments amounted to 3.84 million units, down 9.6% quarter-over-quarter but up 12.6% year-over-year.
Global notebook shipments surge over 10% to record high of 60 million units in 4Q20
Monday 1 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...
Highlights of the day: Notebook ODMs feel pressure from rising components costs
Monday 1 February 2021IC components prices are rising as a result of shortages amid tight foundry capacity, heaping pressure on notebook makers. ODMs are mulling hiking notebook...
Taiwan investors in northern Vietnam enhancing anti-virus efforts
Monday 1 February 2021Taiwan's electronics firms with manufacturing operations in northern Vietnam have all strengthened anti-virus measures following recent Covid-19 infections in two provinces, Hai Duong...
Notebook ODMs mull hiking quotes to reflect rising components costs
Monday 1 February 2021Taiwan-based notebook ODMs plan to raise their quotes to reflect rising component prices that have been heaping pressure on their production costs, according to industry sources.
TSMC exploring growth beyond Apple
Monday 1 February 2021Pure-play foundry TSMC is aggressively looking for growth beyond demand from Apple, which is currently its biggest client, according to industry sources.
Capacitor makers in Taiwan, China ramping up shipments
Friday 29 January 2021Aluminum electrolytic capacitor suppliers in Taiwan and China are significantly ramping up their shipments to meet strong demand for 5G base station, automotive and work-from-home...
Capacitor maker Lelon enjoys clear order visibility through 2H21
Friday 29 January 2021Taiwan's aluminum capacitor maker Lelon Electronics has seen clear order visibility through second-half 2021 thanks to strong demand for diverse applications at clients in China,...
Automotive World Expo 2021 in Japan features CASE vehicle solutions
Friday 29 January 2021The just-concluded Automotive World Expo 2021 in Tokyo was characterized by hardware/software-integrated solutions to create connected, autonomous, shared/service and electric (CASE)...
Automotive chip demand could slow growth at Taiwan IC suppliers
Friday 29 January 2021Taiwan's wafer foundry houses are under increasing pressure to allocate more capacity for automotive chips, which in turn could undermine shipments of Taiwan-based IC suppliers in...
Micron delivers 1α DRAM technology
Friday 29 January 2021Micron Technology has announced volume shipments of 1α (1-alpha) node DRAM products.
Backend firms upbeat about demand for MediaTek chips
Thursday 28 January 2021Backend houses in the supply chain of MediaTek have expressed optimism about demand for the fabless client's 5G, Wi-Fi 6 and automotive chip solutions in 2021, and are ramping up...
- 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