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Global supply chain: Key components
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IN THE NEWS
Thursday 7 November 2019
Global Unichip to see revenues rebound in 4Q19
IC design service company Global Unichip is expected to see monthly revenues rebound to over NT$1 billion (US$32.9 million) for both November and December, with revenues for the fourth...
Thursday 7 November 2019
TV panel prices to stop falling in Novmeber
TV panel prices are set to stop falling and level off in November thanks to efforts made by panel makers to reduce their output aggressively, while demand has started picking up as...
Thursday 7 November 2019
Novatek expects up to 5% sales drop in 4Q19
LCD driver IC design specialist Novatek Microelectronics expects to post revenues of between NT$15.8 billion (US$519.3 million) and NT$16.3 billion for the fourth quarter of 2019,...
Thursday 7 November 2019
Taiwan top-3 foundries to see combined revenue hit another record high in 4Q19
Combined revenues of Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are expected to hit another record-high...
Wednesday 6 November 2019
Highlights of the day: Server demand to recover in 2020
Server demand may have been slow in 2019 with clients adjusting inventory, but orders are expected to pick up in 2020. Major suppliers are eyeing different segments for server...
Wednesday 6 November 2019
AUO, Innolux deepening deployments in medical device market
AU Optronics (AUO) and Innolux both have expanded beyond their core display business into the medical equipment and healthcare sectors as they seek to explore sustainable business...
Wednesday 6 November 2019
Top 5 share of semi industry capex to set new record in 2019
The share of semiconductor industry capital spending held by the top-5 companies (Samsung, Intel, TSMC, SK Hynix and Micron) is forecast to reach an all-time high of 68% this year,...
Wednesday 6 November 2019
Two PCB makers expected to share bulk of SLP orders for next iPhone
Taiwanese PCB maker Zhen Ding Technology (ZDT) and Austrian peer AT&S are expected to together land at least 50-60% of substrate-like PCB orders for Apple's next iPhones to be...
Wednesday 6 November 2019
Novatek poised for strong 4Q19
Novatek Microelectronics has seen orders increase for OLED driver ICs from China-based handset vendors, with the orders set to result in a particularly strong fourth quarter for the...
Wednesday 6 November 2019
AUO ramping up automotive panel shipments
AUO is expected to see its shipments of automotive display products grow at a double-digit rate in 2019, despite unfavorable macro factors that have weakened the global automotive...
Wednesday 6 November 2019
MediaTek 5G SoC shipments likely to top 50 million units in 2020
MediaTek is expected to ship over 50 million 5G SoC chips in 2020, during which it will roll out three to four 5G SoC series supporting both sub-6GHz and mmWave, according to industry...
Wednesday 6 November 2019
Taiwan IC supply chain cautious about China 5G incentive
China has recently offered to allow Taiwan-based firms to join the country's 5G technology R&D, standards formulation, network construction and product test, but most Taiwanese...
Wednesday 6 November 2019
Taiwan IC design houses see orders for USB-C devices pick up
Taiwan-based IC design houses have seen orders for USB Type-C power delivery (PD) and other USB-C chip solutions pick up, with order visibility extended through 2020, according to...
Tuesday 5 November 2019
Highlights of the day: Semiconductor players see improved utilization rates
Semiconductor players including TSMC, UMC as well as GaAs foundries and backend firms are seeing their production utilization rates picking up as demand from clients and emerging...
Tuesday 5 November 2019
China PCB firm to expand production capacity
China's Dongshan Precision Manufacturing (DSBJ) has disclosed a plan to invest a total of CNY2.16 billion (US$307.9 million) in its new PCB capaciy expansion project.