IC design, distribution
  • TSMC's InFO_SoW technology targets supercomputer chips
    TSMC has also developed InFO_SoW (system-on-wafer) technology mainly for processing supercomputing AI chips. Demand for such extremely costly chips may be limited, but TSMC looks to commercialize the InFO_SoW technology in two years....
  • TSMC
    TSMC, after launching 3D SoIC backend service, has also developed InFO_SoW (system-on-wafer) technology mainly for processing supercomputing AI chips and is expected to enter commercial production with the InFO-derived process within two years, according to sources familiar with the advanced packaging...
  • Chinese chipmakers will have to rely on Taiwanese IC substrate suppliers
    As demand for locally-developed CPUs and GPUs in China continues rising amid the US trade sanctions against Chinese IT enterprises, Taiwan-based IC substrate suppliers are expected to see more orders from China-based chipmakers in the next few years, according to sources from the upstream supply cha...
  • Infineon manager of digital security solution business Kuo-Yang Chiang
    Adoption of e-SIM technology is expected to be driven mainly by handset applications in the next few years as consumers can switch their telecom service providers easily with the technology, but the machine to machine (M2M) sector is where the e-SIM technology can demonstrate its full potential, according...
  • Xiaomi is relying more on MediaTek
    In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
  • Demand from the EV sector is strong
    The supply of SiC wafers may become insufficient to satisfy demand for electric vehicles (EV) in the near future, prompting Taiwan-based silicon wafer makers including GlobalWafers, Wafer Works and Tainergy Tech to step up deployments in the new segment, according to industry sources.
  • Supply for LCD driver IC and TV SoCs is getting tight
    Taiwan's IC designers are mulling raising quotes for TV SoCs and driver ICs amid increasingly tight supply as Korean vendors gradually quit production of LCD panels and TVs as well as related chips solutions, according to industry sources.
  • Xioami is expected to rely more on MediaTek chips
    Chinese handset vendor Xiaomi reportedly will work more closely with MediaTek to jointly develop customized SoCs for 5G smartphones after having its Redmi 10X series adopt the chipmaker's Dimensity 820 mobile processor, according to industry sources.
  • Elan is expected to see record sales for 2020
    Touchscreen solution and fingerprint sensor specialist Elan Microelectronics has reported revenue climbed 60.4% sequentially and 62.2% on year to an all-time high of NT$3.54 billion (US$120.1 million) in the second quarter of 2020.
  • MEMS shipments for toys are less stable
    Taiwan's niche-type IC designer PixArt Imaging has tapped into the supply chain of Lego's third-generation Mindstorms robots for kids with diverse optical and MEMS sensors, according to industry sources.
  • Keystone is expanding capacity in Taiwan
    IC test solutions provider Keystone Microtech is looking to expand its production capacity at its plant in Hsinchu, northern Taiwan to satisfy growing demand for networking chips, RFIC, Wi-Fi solutions and 5G mobile chips, according to industry sources.
  • MediaTek currently focuses on sub-6GHz
    The 5G era may not be getting off to a flying start, thanks to the coronavirus pandemic, but the unexpected development - plus the US-China trade war - is giving MediaTek an advantage over its major competitor Qualcomm in 2020 because...
  • MediaTek potentially to be 5G mobile chip leader
    MediaTek's focus on the sub-6GHz segment and the China market is putting the Taiwan-based company in a better position to march into the 5G mobile chip market, according to market observers.
  • MediaTek has launched new solutions for gaming phones
    MediaTek has launched its newest chips in the smartphone gaming-focused G series - the MediaTek Helio G25 and G35. The latest chips feature MediaTek HyperEngine game technology for faster, smoother performance, enhanced power efficiency, and brilliant graphics.
  • CWE chairman
    Chang Wah Electromaterials (CWE), a Taiwan-based distributor of packaging material and equipment, has disclosed plans to grow its stake in Tian Zheng International Precision Machinery, which specializes in automation equipment, to 12.08% from the current 2.31%.
  • Apple is expected to launch its 5G iPhones later this year
    Apple is expected to launch its 5G iPhone later this year, but its supply chain partners are now much less optimistic about shipments for the new devices that reportedly will support mmWave in 2020. Apple has been relying mostly on Taiwan-based...
  • MediaTek is geared up for 5G
    Taiwan's backend firms are moving to increase capex in the second half of 2020 to expand capacity to fulfill additional orders from MediaTek which is strengthening presence in 5G SoCs, Wi-Fi 6 chipsets and networking solutions, according to industry sources.
  • The car industry has been hit hard by the pandemic
    TSMC and other pure-play foundries have seen their mature process capacity utilization rates decline, due mainly to a substantial cutback in orders for automotive electronics applications, according to industry sources.
  • Taiwan has 22% of the world's wafer capacity
    As of December 2019, Taiwan led the world in wafer capacity with about 22% of worldwide capacity installed in the country, according to IC Insights. Taiwan surpassed South Korea in 2015 to become the largest capacity holder after having passed Japan in 2011.
  • MediaTek sees robust demand from many sectors
    MediaTek has booked more capacities at foundries and backend service providers for the second half of 2020. MediaTek is seeing robust demand not only for its smartphone chips, but also its other offerings. As far as chip supply is concerned,...
  • Apple is ditching Intel processors for Macs
    Taiwan-based Unimicron Technology is being identified as the major ABF substrate supplier for Apple's new-generation Mac computers that will be powered by its in-house developed ARM-based processors, according to market sources.
  • MediaTek is expected to see significant growth in 2H20
    MediaTek has increased its bookings for additional capacities at Taiwan's wafer foundry houses, mainly TSMC, and backend IC packaging and testing service firms for the second half of 2020 as the firm is ramping up chip shipments not only for 4G/5G smartphones but also for tablet, networking, TV, STB,...
  • GlobalWafers chairperson Doris Hsu
    GlobalWafers will not see a peak season in 2020, according to Doris Hsu, chairperson for the silicon wafer manufacturer.
  • Top semiconductor firms still enjoyed robust sales despite the pandemic
    Defying a decline in market revenue, the world's top-10 semiconductor suppliers managed to generate revenue growth of 2.1% in the first quarter of 2020, as they benefitted from a COVID-19-driven increase in PC and server sales, according to Omdia.
  • China is keen to raise its IC self-sufficiency
    The year 2020 may become the watershed in the evolution of global supply chains with regionalization and demassification in high gear posing major changes to the world, and the semiconductor sector will play a pivotal role in the process, with China likely to embrace a new opportunity for its IC industry...

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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