AP Memory enhances customized offerings and IP licensing
AP Memory will focus more on its IP licensing services and customized offerings to improve its margin performance this year, according to the memory IC design house.
There has been speculation that Apple is looking to delay the launch of its next-generation iPhones due the impacts from the coronavirus pandemic, but its PCB suppliers say they have not received any notification from the client about delaying production for the 5G...
Taiwan-based IC design houses have recently landed short lead-time orders for applications for commercial and educational notebooks and tablets, according to industry sources.
Taiwan-based IC design houses remain cautious about overall customer demand in the second quarter judging from limited order visibility, according to industry sources.
China has renewed its campaign to cut reliance on US suppliers of crucial semiconductor components following the easing of the coronavirus spread in the country, showing strong demand for chipsets R&D support and testing and verification services from partners in Taiwan, according to industry so...
Qualcomm Technologies International has announced its next generation of ultra-low-power Bluetooth SoCs, optimized for use in true wireless earbuds and hearables.
The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete, the coronavirus pandemic has further convinced them of the need to diversify...
Mobile device testing and certification service company Sporton International expects to enjoy a double-digit revenue increase in 2020 thanks to strong demand for 5G and Wi-Fi 6 device applications, with the year's revenue peak to come in the third quarter of the year.
TSMC may revise 2020 outlook
If the coronavirus outbreak fails to be under control by June, TSMC will likely revise its sales outlook this year despite its advanced technology leadership, according to market sources.
Highlights of the day: Server demand remains strong
The server and datacenter sector has been almost immune to the coronavirus, with demand being boosted by remote working and learning, online gaming and shopping in the wake of the pandemic. Server ODMs expect their shipments to pick up...
Backend service firms have seen stable orders for processing chips for TVs, set-top boxes (STB), game consoles, cloud servers, and IP network cameras, while demand for packaging smartphone chips has been dented by the coronavirus outbreak, according to industry sources.
China 5G phone market likely to regain momentum in 2Q20
China's 5G phone market is expected to regain momentum starting the second quarter of 2020, as the Chinese government is exerting all-out efforts to construct its 5G infrastructure and to perfect related 5G communication environments, according to sources from Taiwan's IC supply chain.
Memory distributors turn cautious
Memory distributors have turned cautious about demand due to the coronavirus pandemic, and are slowing down their chip purchases, according to industry sources.
Faraday 28Gbps SerDes IP available on UMC 28HPC process
United Microelectronics (UMC) and Faraday Technology have jointly announced that Faraday's 28Gbps programmable SerDes PHY is now available on UMC's 28HPC process technology.
Despite the coronavirus pandemic, 5G chip vendors still have high expectations for 2020. But until the pandemic eases and end-maket demand recovers, the vendors are under pressure to cut 5G chip prices in order to secure orders. But not...
Taiwan IC distributors see growing demand for 5G and datacenter applications despite pandemic
Taiwan-based IC distributors are seeing stable demand for chips used in cloud/edge computing, large datacenters, 5G base stations and servers, as consumers turn to services or entertainments digitally in the wake of the coronavirus outbreak.
Taiwan-based NAND flash controller chips vendor Phison Electronics has seen clear order visibility through October, as clients in Europe and the US have rushed their orders to build inventories amid the worsening coronavirus pandemic, according to company chairman KS Pua.
Taiwan-based GaAs microwave device and solution provider Transcom is developing GaAs- and GaN-based MMIC (monolithic microwave integrated circuit) devices for commercial 5G mmWave applications, according to company chairman Chang Chuan-sheng.
MediaTek to buy back shares
MediaTek has unveiled plans to buy back common shares from the Taiwan stock market aiming to stabilize its stock prices.
Taiwan firms reportedly ask for Computex postponement
Many Taiwan-based high-tech companies reportedly has asked the organizers of Computex Taipei to postpone the annual tradeshow this year currently scheduled for June 2 to 5, citing the coronavirus pandemic.
5G chip vendors mulling price cuts
Despite the coronavirus pandemic, market watchers remain upbeat about the market for 5G mobile chips in 2020. Nevertheless, major chip suppliers have been mulling reducing prices in order to secure more orders, according to industry sources.
The coronavirus pandemic's impacts on the global economy is only beginning to be appreciated and has deep implications for the world's technology supply chain.
Semiconductor equipment billings increase
Billings among North American manufacturers of semiconductor production equipment increased 1.2% sequentially and 26.2% on year in February 2020, according to SEMI.
Taiwan-based MCU firms, which all saw their February revenues surge over 20% on month thanks to strong demand for healthcare applications, are poised to enjoy brisk sales performance in the second quarter of 2020.
China-based cloud service providers and server vendors are keenly developing ASIC chips solutions on their own, particularly those for 5G base stations and servers, providing new business opportunities for Taiwan-based ASIC designers offering technical support and design services for Chinese clients,...
Taiwan large-size LCD panels – 4Q 2019
Taiwan's large-size LCD panel shipments went down slightly on quarter, but more than 5% on year to arrive at 59.12 million units...
China smartphone AP shipments – 4Q 2019
Smartphone AP shipments to China-based vendors came to 197 million units, down 5.9% on year and 7.7% on quarter.
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...