Friday 8 December 2023
Diode maker Eris strives for 40% gross margin
Power diode maker Eris Technology has put a growing focus on automotive and AI servers, aiming for a 40% gross margin in the fourth quarter of 2023.
Friday 8 December 2023
TSMC's 2023 Outstanding Suppliers Award list change shows Taiwanese partners' increasing influence
Taiwan Semiconductor Manufacturing Company (TSMC) on December 7 held its 2023 Supply Chain Management Forum and presented awards to outstanding supplier partners in gratitude for their support and contributions throughout the past year. The increase in the number of Taiwanese suppliers and more awards given to partners of new fab building services reveals the company's challenge in deploying a new supply chain in Arizona over the past year.
Thursday 7 December 2023
Haesung DS reportedly expanding automotive leadframe business
Haesung DS is establishing additional production lines to boost its leadframe business for automobile IC substrates, according to Korean media sources.
Thursday 7 December 2023
Pentagon-funded silicon interposer project closer to reshore US advanced packaging capability
The Industrial Base Analysis and Sustainment (IBAS) office, funded by the US Department of Defense to establish high-priority domestic capabilities to safeguard the US defense industrial base from global supply chain risks, has begun the fourth and final phase of its contract with BRIDG, a non-profit public-private partnership organization based in Florida, US dedicated to advanced system integration and packaging.
Thursday 7 December 2023
Servers drive optimism for PCB maker ACCL, as it evaluates ASEAN production
PCB maker Allied Circuit (ACCL) held its earnings call on December 6, during which spokesman Tony Chan predicted a better fourth quarter in 2023 compared to the third quarter and four to six weeks of order visibility in an optimistic forecast for the first half of 2024.
Thursday 7 December 2023
Taiwan PMIC suppliers looking to penetrate supply chain for AI servers
Taiwan-based power management IC (PMIC) suppliers are looking to penetrate the supply chain for AI servers, with many of them also developing server-use motor drive ICs, according to industry sources.
Wednesday 6 December 2023
Quartz component maker TXC bullish on automotive and AI demand
TXC, a Taiwan-based quartz component supplier, is bullish on demand for automotive and AI device applications despite unfavorable macro conditions affecting near-term demand.
Wednesday 6 December 2023
Niching expects vapor chamber sales to climb over 50% in 2024
Niching Industrial, which sells IC packaging materials, anticipates vapor chamber sales will grow over 50% year on year in 2024. Increasing sales of vapor chambers is part of the company's transformation efforts.
Wednesday 6 December 2023
Taiwan to ban 22 national core key technologies from illegal outflow to foreign adversaries
Taiwan's National Technology and Science Council (NTSC) announced on December 5 that semiconductor processing technology for advanced chips 14nm and below, as well as the specialized gas, chemical, equipment, heterogeneous packaging, wafer level chip scale packaging (WLCSP), and silicon photonic integrated packaging technologies, which are necessary technologies applied for the manufacturing processes of advanced chips, are among the 22 core key technologies that will be kept from foreign adversaries. Those who fail to comply shall be deemed to have violated the National Security Act.
Wednesday 6 December 2023
Safeguarding semiconductor IoT security with post-quantum cryptography: Q&A with Crypto Quantique CEO Shahram Mossayebi
The global trend of cybersecurity legislation development, with the European Union's Cyber Resilience Act (CRA) slated for enforcement in 2024, will impact the IoT ecosystem and require companies to ensure compliance when operating globally.
Tuesday 5 December 2023
Taiwan-based manufacturing titans make bold pivots in the age of AI and semiconductors
The dynamic shifts in industrial competition have spurred I-Hau Yeh, Chairman of ELAN Microelectronics, to emphasize that innovation necessitates overcoming challenges across various stages. Having previously disrupted the notebook and mobile phone sectors by challenging industry giants Synopsys and Apple, ELAN is currently embarking on its third phase of innovation, steering towards the AI transformation of its human-machine interface products. In parallel, Aemc, originating from the realm of panel materials, has fearlessly entered the semiconductor arena, solidifying its role as an essential supplier for TSMC.
Tuesday 5 December 2023
Global semiconductor sales increase in October, says SIA
October witnessed a sequential 3.9% increase in worldwide semiconductor sales, the Semiconductor Industry Association (SIA) reports, marking the eighth consecutive month of sequential market growth.
Tuesday 5 December 2023
MOSFET suppliers remain cautious
Despite a slight rebound in the PC industry, Taiwan-based MOSFET suppliers remain cautious about near-term demand expectations.
Monday 4 December 2023
Global semiconductor equipment billings decrease in 3Q23, says SEMI
Global semiconductor equipment billings fell 11% year on year to US$25.6 billion in the third quarter of 2023, while quarterly billings slipped 1%, according to SEMI.
Monday 4 December 2023
Taiwan-based BMC chip makers optimistic over demand growth driven by AI servers and edge computing
Seeing demand growth driven by edge computing and artificial intelligence (AI), microcontroller unit (MCU) manufacturers are making an effort to integrate AI into MCUs as well as advancing into the baseboard management controller (BMC) market.
Monday 4 December 2023
Taiwanese CCL makers show resilience against PCB market headwinds, bolstered by booming AI applications
Despite global inflation, rising interest rates, and challenges in the Chinese economy impacting the PCB industry Taiwan's three major copper-clad laminate (CCL) suppliers – Elite Material Company (EMC), Iteq, and Taiwan Union Technology Corp (TUC) – have demonstrated resilience and are poised to embrace growth prospects in the burgeoning AI applications market.
Friday 1 December 2023
Suppliers optimistic about ABF substrate market in 2024, 2025
Industry suppliers are generally optimistic about Ajinomoto Build-up Film (ABF) substrate market prospects for 2024 and 2025, citing the recovery of the PC market, a growing demand for servers, AI, and high-performance computing (HPC) as drivers.
Thursday 30 November 2023
US sanctions fuel pellicle shortage amid semiconductor industry slowdown
In the face of an overall slowdown in the semiconductor industry, the demand for pellicles, crucial for the exposure process, is outstripping supply. This surge is attributed to the growth of China's IC design and wafer foundry industry, coupled with the rise of global AI semiconductor startups. Major players such as Toppan, Portronics, and DNP are aggressively scaling up production capacities, a trend echoed by their South Korean counterparts.
Wednesday 29 November 2023
Semco's MLCC sees the light with AI smartphones and automotive applications
The economic downturn has caused the demand for multi-layer ceramic capacitors (MLCCs) to enter a downturn that it's unlikely to recover from before the end of 2023. It's reported that Semco, a company specializing in MLCC, has been focusing on AI-edge applications and enhancing the high-end automotive MLCC product lineup to boost its business performance.
Wednesday 29 November 2023
Nichidenbo sees recovery for 2Q24 with EVs and AI servers driving demand for capacitors
As 5G, AI, and EVs continue to drive demand for passive components, multilayer ceramic capacitor (MLCC) manufacturers see growing opportunities for high-capacity and small-sized products, with products for servers and notebooks also expected to see growth as well.
Wednesday 29 November 2023
Info-Tek aims for higher penetration rates with automotive PCBs
PCB supplier Info-Tek, part of the passive component supplier PSA Group, has been seeing positive momentum driven by automotive parts, with revenue in September 2023 marking a record high of NT$665 million (US$21 million) and October also seeing NT$661 million, says manager of financial accounting and corporate governance Huang Po-Chang. General manager Liu Chen-Yu further notes that the company's automotive clients are primarily based in China, where the company expects penetration rates to increase from 36% to 45%. Looking ahead to 2024, Info-Tek expects performance to be similar to 2023 in its industrial control segment, including excavator control boards, monitoring, and surveillance equipment, and servers; meanwhile, the company's medical devices segment, focusing on the high end, was only added in 2023, and is expected to contribute a low single-digit percentage to total revenue.
Monday 27 November 2023
Automotive electronics become key to survival for China's self-designed chips
Moore Silicon, a chip subsidiary of the Chinese state-owned electronics company TCL, is the latest dissolved in-house IC design team of a technology conglomerate in China after Oppo's Zeku and Meizu disbanded theirs.
Monday 27 November 2023
India gains EU support in strengthening chip supply chain alongside US and Japan backing
As India strives to establish its burgeoning semiconductor supply chain, it has secured backing from the European Union, adding to the support already received from the United States and Japan.
Friday 24 November 2023
Compeq sees customer inquiry for its PCB site in Thailand, sales recovering from doldrum
Compeq Manufacturing, a major high-density interconnect (HDI) printed circuit board (PCB) producer, said its third-quarter 2023 sales revenues and earnings are showing early signs of recovery from the previous doldrums. Many customers are inquiring about the capacities of its Thai factory, according to Compeq spokesperson.
Thursday 23 November 2023
Chemtronics to expand EUV photoresist material production in South Korea
Chemtronics, a wholly owned subsidiary of Illinois Tool Works Inc., announced an investment of KRW17 billion (US$13.08 million) to expand its capacity of ultra-high concentration propylene glycol methyl ether acetate (PGMEA) in South Korea by 2.5 times.
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