Demand for TSMC's advanced process support has been strong. The foundry is set to move the 3nm node to volume production in 2022, with monthly output expected to reach 100,000 wafers in 2023. It remains to be seen whether Huawei - banished...
Notebook PCB makers expect strong 4Q20
Taiwan-based notebook PCB specialists expect a stronger-than-ever fourth quarter this year, bolstered by persistent demand for notebooks supporting stay-at-home economy, according to industry sources.
Highlights of the day: TSMC mulling more 2nm capacity
TSMC is fast advancing its manufacturing processes, and it has already disclosed a plan to build a 2nm fab in Hsinchu, northern Taiwan. And if demand is strong, it may have to expand a central Taiwan fab to house more 2nm capacity, according...
Both Intel and AMD reportedly have resumed shipments to Huawei after obtaining export permits from US authorities, but Taiwan's IC substrates do not expect their revenues to receive much of a boost as a result, according to industry sources.
Next-gen smart IoT gateways shipments to surpass 21 million by 2025, says ABI Research
The Internet of Things (IoT) gateways are becoming an increasingly important link in the IoT security and device authentication value chain and emerging as a crucial conduit for intelligent operations across the entire IoT.
Asustek smartphone sales gaining momentum
Asustek Computer is poised to see its smartphone business grow significantly in 2020, with overall handset ASPs trending upward and losses for its mobile device business unit further narrowing, according to company vice president Benson Lin.
Taiwan-based Delta Electronics, which supplies powertrain used in Volkswagen's ID.3 electric car, is expected to see significant growth in shipments for EV-use power components, according to industry sources.
Power supply and connector makers see robust orders
Taiwan-based power supply and connector makers have seen sales growth thanks to stay-at-home activities since the second quarter of 2020 in the wake of the coronavirus pandemic, according to sources from the upstream supply chain.
Highlights of the day: 8-inch foundry quotes rising
Supply of 8-inch foundry capacity has been tight, with delivery lead time extending to three to four months. Rush orders placed with 8-inch foundries are expected to face an increase of 10% in quotes in fourth-quarter 2020. In turn, IC...
Taiwanese IC designers are likely to raise their quotes for power management ICs and MOSFETs for notebooks, desktop PCs and servers to reflect increased costs resulting from tight capacity at 8-inch wafer fabs, according to industry sources.
LeddarTech acquires Phantom Intelligence assets
LeddarTech, a developer in level 1-5 ADAS and AD sensing technology, has announced the acquisition of the assets of Phantom Intelligence, including all of its intellectual property and technology.
Wistron Medical expects rising sales in 2021
Wistron Medical Technology, an affiliate of the Wistron Group, sees good progress in medical product developments and expects its medical solutions to drive up the company's sales in 2021, according to company president Donald Hwang.
TSMC's has disclosed that its 3nm process will continue to adopt a FinFET structure, but the foundry reportedly will take a new approach to its 2nm chip development, replacing FinFET with GAA transistors. Meanwhile, strong demand for...
Nvidia's GPU and AI solutions have seen strong demand from the datacenter market segment, and its acquisition of Arm should help complement the business.
Asia Optical develops G+P periscope zoom lens modules
Asia Optical is promoting adoption of G+P periscope zoom lens modules for high-end smartphones, according to company chairman Robert Lai.
Audix sees VCM orders from Apple picking up
IC distributor and component maker Audix has seen demand for its VCM (voice coil motor) components for camera module applications pick up in the third quarter of 2020, with its EPS likely to hit a record high in the quarter, according to industry sources.
Robust demand for Chromebooks from the education segment has not only led to shortages of entry-level processors and LCD panels, but also spurred demand for hard disc drives (HDDs), according to sources from the upstream supply chain.
Highlights of the day: AMD processor share rising
AMD is making major gains in the notebook processor market in 2020, thanks to strong demand from the education sector. Notebook vendors having been seeking more support from AMD to meet the needs from the education sector, as a result...
Notebook battery suppliers are unable to fulfill all orders, due mainly to shortages of power management ICs, according to industry sources.
Taiwan IC distributors to step up deployments in India
With system vendors and contract manufacturers relocating part of their production to India, Taiwan-based IC distributors are encouraged to step up their deployments in the region, according to industry sources.
Pegatron enters Tesla supply chain, says chairman
Pegatron has entered the supply chain for Tesla, according to company chairman Tung Tzu-hsien.
AMD is expected to see its share of the notebook processor market reach a company record-high of 20% in 2020, according to market sources.
After nearly two months of negotiations and press reports that a blockbuster deal was in the works, Nvidia this week announced a US$40 billion agreement to buy Arm from financially struggling SoftBank in Japan. If approved, the deal would be the largest semiconductor acquisition in history, according...
Taiwan's PCB makers in the supply chain for Sony's PS5 expect stable shipments of rigid mainboards for the new hgame console in the fourth quarter of 2020, according to industry sources.
Many panel makers are ramping up their output for notebook applications thanks to a surge in demand for computing devices needed to support remote work and study. While these makers generally expect the robust demand to stretch into 2021, their notebook panel shipment momentum may be crippled by a...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Taiwan LCD TVs – 2Q 2020
Taiwan makers' TV shipments reached 6.28 million units in the second quarter of 2020, growing 35.1% sequentially.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...