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Sat, Mar 25, 2023
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Friday 24 March 2023
IC design may serve as key for Malaysia to further enhance local semiconductor competitiveness, says DIGITIMES Research
With the US-China trade war and the COVID-19 pandemic driving companies to diversify their production lines to different parts of the world to avoid risks after 2020, Malaysia has also become one of the targets for international first-tier IT companies to make investments in, but wafer manufacturing and semiconductor packaging and testing remain the key investment projects for the companies, according to DIGITIMES Research's latest study on Malaysia's semiconductor industry.
Friday 24 March 2023
Taiwan PCB makers moving production to Southeast Asia
Taiwan-based printed circuit board (PCB) makers have expedited transferring manufacturing away from China, with several establishing new plants or extending current lines in Southeast Asia, particularly Thailand, Malaysia, and Vietnam.
Thursday 23 March 2023
CCL firms eye automotive, aerospace markets
Taiwan-based CCL suppliers have devoted more efforts to developing automotive, aerospace and other niche-market applications.
Thursday 23 March 2023
China's Big Fund reduces stakes in some semiconductor firms as it adjusts investment focus
The National Semiconductor Industry Investment Fund of China (commonly known as the Big Fund) has cut its shareholdings in some semiconductor firms, as it is adjusting its investment direction.
Wednesday 22 March 2023
Inductor firm Tai-Tech to invest in solid capacitor maker Apaq
Taiwan-based power inductor maker Tai-Tech Advanced Electronics has disclosed plans to make an equity investment in solid electrolytic capacitor maker Apaq Technology.
Wednesday 22 March 2023
Taiwan III-V IC suppliers see promising demand from Sony
With Sony attempting to secure additional sensor chip orders for Apple's iPhones, Taiwan-based epitaxial wafer manufacturers and other III-V IC suppliers are optimistic about demand from the Japan-based IDM, according to industry sources.
Wednesday 22 March 2023
ABF substrate suppliers to see sales hit bottom in 1Q23
Taiwan-based ABF substrate suppliers are expected to see their sales hit bottom for 2023 in the first quarter, with sales recovering beginning in the second quarter, according to industry sources.
Tuesday 21 March 2023
USI to enhance automotive antenna capability with planned acquisition
EMS provider Universal Scientific Industrial (USI), a subsidiary of ASE Technology (ASEH), expects to strengthen the company's automotive antenna manufacturing capability with its planned acquisition of a TE Connectivity unit.
Tuesday 21 March 2023
PCB makers cautious about spending in 2023
PCB manufacturers will be cautious about spending this year amid the still unfavorable macro outlook, according to industry sources.
Tuesday 21 March 2023
Shenmao to expand factory site in Vietnam
Solder material maker Shenmao Technology will actively expand its presence in Southeast Asia, with plans to expand its factory in Vietnam, according to the Taiwan-based company.
Tuesday 21 March 2023
Automotive, industrial IC demand remains brisk
Despite persistently weak demand for PCs, handsets, and consumer electronics devices, the automotive and industrial sectors continue to see robust momentum, with supplies of certain chips, such as car-use MCUs and MPUs, remaining tight, according to industry sources.
Monday 20 March 2023
Resonac enters mass production of new-gen SiC epi-wafers for EVs
Japan-based Resonac, formerly Showa Denko, kicked off volume production of its new-generation 6-inch SiC epi-wafers on March 1, aiming to serve the needs of EVs and other high-end applications.
Friday 17 March 2023
Robust PA demand for defense apps buoys Transcom 2022 revenue, profits
Niche-market compound semiconductor IDM Transcom has reported record-high revenue and net profits of NT$1.035 billion and NT$249 million, respectively, for 2022, buoyed by strong power amplifier (PA) shipments for defense and other high-end and niche-market device applications.
Friday 17 March 2023
Order visibility for PCB and IC substrate equipment clear through 2024
Order visibility for PCB and IC substrate production equipment has been extended to 2024, according to industry sources.
Thursday 16 March 2023
Production yield matters for GaN applications and penetration
The application benefits are getting clear for third-generation compound semiconductor GaN (gallium nitride) as it is increasingly adopted for charging piles, in-vehicle DC-DC power conversion, and on-board chargers (OBC), with the prospect of penetrating motor inverters in the long term, according to industry insiders.
Thursday 16 March 2023
China makers building own IGBT supply chain for EV applications
Ever-rising demand for electrical vehicles (EVs) is driving fast development of IGBT (insulated gate bipolar transistor) module applications, prompting Chinese semiconductor players such as BYD Semiconductor and StarPower Semiconductor to strengthen deployments in diverse voltages of IGBT solutions to meet the huge EV market demand in China, according to industry sources.
Thursday 16 March 2023
GaN to dominate on-board chargers in the future, says GaN Systems
Gallium nitride (GaN) has been rapidly adopted in mass-market small-voltage chargers and is now making inroads into automotive on-board chargers (OBC), according to Andy Chuang, VP of business development at GaN Systems.
Wednesday 15 March 2023
China's MCU rushes to catch up as new wave of automotive war set to begin
The consumer electronics, PC communication, automotive, industrial control, and medical fields have been the pillars of the Chinese MCU application market. Recently, with the consumer electronics market entering a low period, the market has continued to be bullish on the potential of the automotive sector. This has resulted in Chinese MCU suppliers fighting to break into the mid-to-high-end sectors.
Wednesday 15 March 2023
Taiwan makes further inroads into global space supply chain, now eyeing satellite components
The industrial event 'Satellite 2023' has begun in Washington DC, USA, attracting over 350 companies from the aerospace supply chain, among them household names like NASA, SpaceX, OneWeb and Intelsat. As a crucial link in the global electronics industry, Taiwan has also set its sight upon the space industry. Satellite 2023 is consequently seeing numerous Taiwan-based participants, such as Universal Microwave Technology, Intai Technology Group, Pyras Technology and Tron Future Tech.
Wednesday 15 March 2023
Billion Electric draws investment from SAS
Taiwan-based Sino-American Silicon Products, a green energy total solution provider, has invested NT$530 million (US$17.3 million) in Billion Electric to become the largest shareholder of the network communication equipment and ICT solutions provider.
Wednesday 15 March 2023
Passive component industry may rebound substantially in 2Q-3Q, says Yageo
The passive component industry may see a significant rebound in the second and third quarters of this year, according to Yageo, which believes that the worst is over.
Tuesday 14 March 2023
Taisic to build SiC wafer growth platform, extending services to non-Foxconn camp
Taisic Materials, a Foxconn Technology affiliate that has newly developed Taiwan's first homegrown 8-inch SiC wafer, will create an SiC wafer platform to break through SiC growth bottlenecks in cooperation with other peers and extend its business reach into non-Foxconn camp, according to company chairman Frank Hsieh.
Tuesday 14 March 2023
Tai-Tech to see more revenue from automotive sector
Power inductor maker Tai-Tech Advanced Electronics saw sales generated from the automotive segment rise as a proportion of company revenue to 25% in 2022 from 17% in 2021. The proportion is poised to top 30% this year, according to the company.
Tuesday 14 March 2023
Zhen Ding expects sales to remain robust in 2023
PCB and IC substrate maker Zhen Ding Technology (ZDT) has said that it expects overall sales for 2023 to be on par with those recorded in the previous year, while mulling building additional manufacturing sites outside China.
Monday 13 March 2023
Eternal Materials expands capacity in China, Malaysia
Taiwan-based Eternal Materials, dedicated to supplying resins, electronics materials including PCB-use dry film photoresists, and specialty materials, expects its sales to grow steadily in 2023 as it continues capacity expansions in China and Southeast Asia, according to company sources.
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Global server shipment forecast and industry analysis, 2022
The rise of top 10 IC design houses in China
China vendors see smartphone shipments down on year in 4Q22 and 1Q23, says DIGITIMES Research
IC design may serve as key for Malaysia to further enhance local semiconductor competitiveness, says DIGITIMES Research
Taiwan wafer foundry experiences first sequential revenue decline since start of COVID-19 in 4Q22, says DIGITIMES Research