IC design, distribution
  • The success and proliferation of integrated circuits has largely hinged on the ability of IC manufacturers to continue offering more performance and functionality for the money, according to IC Insights. Driving down the cost of ICs (on a per-function or per-performance basis) is inescapably tied to...
  • Samsung Electronics has announced that it has broken ground on a new EUV (extreme ultraviolet) line in Hwaseong, Korea, aiming to maintain its leadership in state-of-the-art semiconductor technology.
  • Unigroup Spreadtrum & RDA has announced it is teaming up with Intel to develop a 5G smartphone platform designed for the China market.
  • MediaTek's 12nm Helio P40 series mobile chips have been adopted by Oppo and Vivo for their upcoming smartphone models, according to a report from Taiwan's TechNews.
  • Samsung Electronics and Qualcomm Technologies have announced their intention to expand their decade-long foundry relationship into EUV (extreme ultra violet) lithography process technology, including the manufacture of future Qualcomm Snapdragon 5G mobile chipsets using Samsung's 7nm LPP (Low Power...
  • Taiwan-based IC design houses expect orders from China's smartphone industry to pick up in the second quarter of 2018, with customer orders likely to register double-digit sequential growth.
  • The 10 largest semiconductor R&D spenders increased their collective expenditures to US$35.9 billion in 2017, an increase of 6% compared to US$34.0 billion in 2016, according to IC Insights.
  • Qualcomm has announced that Qualcomm River Holdings, an indirect wholly-owned subsidiary of Qualcomm, has reached an agreement with NXP Semiconductors to increase to US$127.50 per share its previously announced cash tender offer to purchase all outstanding shares of NXP. The amended agreement, which...
  • Huawei is expected to increase the adoption of smartphone solutions from its chipset subsidiary, HiSilicon Technologies, in 2018 which will add more pressure on Qualcomm and MediaTek, according to a Chinese-language Economic Daily News report.
  • Touchscreen and LCD driver solution provider FocalTech Systems swung to net losses of NT$103 million (US$3.51 million) in 2017. EPS came to negative NT$0.28.
  • Led by mobile phones, small appliances and wearables, shipments of consumer electronics devices enabled with wireless charging rose 40% in 2017 compared to the previous year. In all, nearly 500 million devices with wireless charging shipped in 2017, according to IHS Markit.
  • Taiwan-based eMemory, a developer and provider of embedded non-volatile memory (eNVM) technology, has reported net profits of NT$598 million (US$20.4 million) on consolidated revenues of NT$1.38 billion for 2017. Both results hit record-high levels.
  • Taiwan's National Chiao Tung University (NCTU) has signed a pact with the Indian Institutes of Technology (IIT) to jointly carry out research projects and promote dual-degree programs, in a bid to push for more Indian science and engineering students to study and work in Taiwan to strengthen Taiwan's...
  • Despite the global smartphone market showing slowed growth momentum in 2018, some Taiwan IC channel distribution agents including Answer Technology (ANStek) and Niching Industrial have managed to post impressive increases in revenues for January due mainly to influx of rush orders for such niche products...
  • IC distributor WT Microelectronics has reported net profits climbed to a record high of NT$2.52 billion (US$85.8 million) in 2017. The earnings were up 48.2% compared to 2016 with EPS reaching NT$5.26.
  • Shipments of NB-IoT (narrow band IoT) chip modules to the China market may grow exponentially from five million pieces in 2017 to 100 million pieces in 2018 as demand for such chips is likely to take off in the year amid concerted efforts by both government and private sectors to bolster the development...
  • Smartphone SoC specialist MediaTek has reported consolidated revenues of NT$16.84 billion (US$574.3 million) for January 2018, down 9.7% sequentially and 8.1% on year.
  • Touch and fingerprint sensor vendor Elan Microelectronics expects to post revenues of between NT$1.8 billion (US$61.3 million) and NT$1.9 billion for the first quarter of 2018 compared with NT$1.89 billion in the prior quarter. Growing shipments of touchscreen solutions will enable the company to enjoy...
  • IC distributor and component maker Audix has reported net earnings per share increased 11% on year to a 10-year high of NT$4.13 (US$0.14) in 2017.
  • After securing orders from STMicroelectronics, Globalfoundries' 22nm FD-SOI (22FDX) process is being evaluated by hundreds of potential customers looking to use a more advanced fully-depleted silicon-on-insulator process to manufacture their chip solutions, according to company SVP Alain Mutricy.
  • Intel Xeon D-2100 processor
    Intel has introduced the new Intel Xeon D-2100 processor, a system-on-chip (SoC) processor architected to address the needs of edge applications and other data center or network applications constrained by space and power.
  • Silicon Motion has already delivered SSD controller samples for cloud data centers
    Silicon Motion Technology has begun shipping its SATA3 SSD controllers for Micron's Crucial MX500 SSD series and second-generation PCIe NVMe controllers for Intel's 760p series, the company disclosed in a statement announcing its financial results for the fourth quarter of 2017.
  • Winbond Electronics and Macronix International have reported sequential decreases in January revenues of 2.2% and 1.1%, respectively.
  • Worldwide silicon wafer area shipments increased 10% in 2017 when compared to 2016 area shipments, while silicon revenues grew 21% on year, according to SEMI.
  • Demand for parts and components by first-tier China-based smartphone vendors has rebounded recently, and some supply chain makers have reportedly landed short lead-time orders from these vendors, according to industry sources.

China smartphone AP shipments – 4Q 2017

Taiwan LCD TVs – 4Q 2017

Global tablet market – 4Q 2017

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

Taiwan server shipment forecast and industry analysis, 2017

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