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US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
IN THE NEWS
Tuesday 2 July 2019
PCB makers deferring new equipment installation
Equipment vendors have recently seen increasing cases of PCB makers deferring new equipment installation schedules amid a weaker-than-expected outlook for 2019, according to sources...
Tuesday 2 July 2019
Chipmakers likely to post disappointing 2H19 results
Most of Taiwan-based chipmakers will likely experience a particularly weak second half of 2019, due to macro headwinds facing the chipmaking sector, according to industry observers...
Monday 1 July 2019
IntelliEPI 2019 revenues rise 10-20% on robust demand for GaAs, InP epi-wafers
Taiwan-based Intelligent Expiataxy Technology (IntelliEPI) expects its revenues for 2019 to rise 10-20% on year on growing demand for GaAs and InP-based epi wafers to support 5G infrastructure...
Thursday 27 June 2019
IC equipment distributor Spirox stands to gain from trade war
Taiwan-based Spirox, which distributes IC packaging and testing equipment, stands to benefit from the US-China trade war as it has seen a fast pickup in orders from China semiconductor...
Thursday 27 June 2019
Memory backend firm Walton sees challenging 2019
Walton Advanced Engineering expects 2019 to be a challenging year for the memory backend specialist, citing continued falls in DRAM and NAND flash prices, and increasing uncertainty...
Tuesday 25 June 2019
MOSFET supply chain optimistic about 3Q19
Taiwan power semiconductor MOSFET supply chain players are expected to see notable revenue pickups in the third quarter of 2019 with order visibility stretched through mid-August,...
Saturday 22 June 2019
G2 and Beyond: SoftBank chairman says he did not order Arm to stop shipping to Huawei
SoftBank Group chairman Masayoshi Son has disclosed that he was not invovled in Arm's decision to stop shipments to Huawei in the wake of the US ban on the Chinese handset and telecom...
Saturday 22 June 2019
G2 and Beyond: SoftBank chairman, Foxconn founder, Katerra CEO shed light on global supply chain at Taipei forum
Foxconn Technology Group founder Terry Gou, SoftBank Group chairman Masayoshi Son, and Katerra CEO Michael E Marks gathered together at a Taipei forum on June 22 to dissect the importance...
Friday 21 June 2019
PCB supply chain sees low feasibility of relocation to Southeast Asia
The feasibility of Taiwan's PCB makers relocating production from China to Southeast Asia or elsewhere along with major downstream assemblers of electronics devices is quite low,...
Friday 21 June 2019
Taiwan IC design houses to see Huawei orders ramp up
Taiwan-based IC design houses are expected to enjoy a ramp-up in orders placed by Huawei, which intends to reduce its reliance on Qualcomm and other US chip giants, starting the second...
Thursday 20 June 2019
Bincentive offers decentralized assets management solutions
Taiwan blockchain startup Bincentive is striving to provide investors with decentralized assets management solutions and serve as an incentivized matchmaking platform for vetted crypto...
Wednesday 19 June 2019
Huawei cutting flagship smartphone shipments, says Digitimes Research
Following its decision to axe orders for its entry-level and low-end smartphones that use non-Kirin processors in May, Huawei also began cutting orders in early June for its flagship...
Wednesday 19 June 2019
FPCB maker Flexium tapping 5G, IoT application opportunities
Flexible PCB specialist Flexium Interconnect is looking to explore more application opportunities for its products beyond handsets, especially those for use in 5G and IoT devices,...
Tuesday 18 June 2019
HDD makers to scale up production in Thailand
Taiwan-based HDD manufacturers Cal-Comp Electronics & Communications and Quanta Storage have both moved to scale up their output in Thailand at the request of their major clients...
Tuesday 18 June 2019
PCB supply chain moves to counter weakening Huawei handset shipments
As Huawei's handset shipments are expected to fall significantly on US trade ban, Taiwan PCB makers have moved to carry out risk diversification deployments by enhancing shipments...