Despite the fact that China's smartphone market is shrinking, Taiwan's semiconductor component suppliers still see a silver lining in the horizon as Chinese smartphone vendors are gearing up efforts to develop 5G-enabled models, according to industry sources.
TSMC expects 18% revenue increase in 3Q19
Taiwan Semiconductor Manufacturing Company (TSMC) expects to post consolidated revenues of between US$9.1 billion and US$9.2 billion in the third quarter of 2019, up about 18% sequentially. Gross margin and operating margin will also climb to 46-48% and 35-37%, respectively.
China-based Bitmain Technologies has reportedly placed around US$300 million worth of orders with TSMC for processing 30,000 wafers on 7nm node amid speculated sharp increase in demand for crypto mining ASICs fueled by the recent rebound of Bitcoin prices, but market observers remain skeptical.
The 2019 global electronic systems market will grow 4% to US$1,680 billion, but the worldwide semiconductor market is expected to drop by 12% this year to US$443.8 billion after exceeding the US$500 billion level for the first time in 2018, according to forecasts by IC Insights.
Highlights of the day: Samsung foundry business sees limited impact fom Japan-Korea trade tensions
The Japan-Korea trade tensions may be hitting Samsung's semiconductor business, but at least its foundry unit should be able to maintain normal operations in the meantime. It has been a bad year for the Korean giant: It has warned that...
Apple has reportedly asked its supply chain partner to supply VCSEL components for use in rear ToF camera lens in its mobile devices to be released in 2020, according to supply chain sources.
ASE Technology Holding has announced it will buy back the stakes of China-based subsidiaries Siliconware Technology (Suzhou) and Suzhou ASEN Semiconductors it has sold to Tsinghua Unigroup, according to company filings with the Taiwan Stock Exchange (TWSE).
Japan's tighter export control on photoresists and two other critical materials used in South Korea's high-tech sector are unlikely to benefit TSMC much given the relatively small scale of Samsung's foundry business. The impact on Samsung's own-brand business will be more substantial, according to...
Chroma, Altair team up for electric vehicle testing
Inspection equipment specialist Chroma ATE has signed a strategic cooperation MoU with Altair Engineering, under which the pair will work together to jointly develop tools for electric vehicle (EV) development and testing, as well as digital twins of e-propulsion testing systems.
Highlights of the day: Intel-AMD rivalry intensifying
Intel may have eased its CPU shortages, but competition from its arch rival AMD is intensifying. Both vendors are set to unveil new top-of-the-line desktop processors in October in a new round of battle between the chip vendors. Meanwhile,...
Intel, AMD to roll out top-end desktop CPUs in October
Intel and AMD are both set to roll out their new top-end desktop processors in October, triggering competition between them in the DIY market segment, according to sources at motherboard makers.
Taiwan backend houses to see Huawei orders pick up
Taiwan-based backend houses and COF substrate suppliers will see orders from Huawei pick up in July or August, according to industry sources.
Foxconn is not satisifed with its role as merely the biggest EMS provider in thew world, as its latest deployments have demonstrated its ambitions in building an ecosystem that includes semiconductor and brand businesses. Meanwhile, some...
Foxconn Technology Group, gearing up to build its own semiconductor ecosystem, is expected to activate a new round of acquisition deals to fill up the gaps in its supply chain, according to industry sources.
Backend house OSE posts record 2Q19 revenues
Memory backend specialist Orient Semiconductor Electronics (OSE) saw its second-quarter revenues climb to a record high of NT$4.55 billion (US$146.4 million), driven by a pull-in of orders for NAND flash chips, as well as orders for EMS services.
Taiwan-based Topco Scientific, a distributor of semiconductor materials, has clarified that it will supply Japan-sourced photoresist and other related semiconductor materials to clients only in Taiwan and China and will continue following its Japanese suppliers' policies.
Epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC) is expected to see significant revenue increases for the third quarter of 2019 as it has started intensive shipments of VCSEL components since the beginning of July for applications to handset power amplifiers (PA), face-identification...
Highlights of the day: Rosy 2H19?
For the IT industries, there are still many uncertainties, such as the outcome of the US-China trade talk, lying ahead for the rest of the year. TSMC's better-than-expected second-quarter sales may prompt optimism, but it remains to be seen whether its biggest client, Apple, can wow the market with...
Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to drop 18.4% to US$52.7 billion in 2019 from last year's historic high of US$64.5 billion, according to SEMI.
TSMC 2H19 performance hinges mostly on new iPhones sales
TSMC's better-than-expected revenues for second-quarter 2019 in defiance of some operational hiccups may have come as a confidence boost, but a spate of variables may affect the pure-play foundry's performance in the second half of the year, with the most crucial factor being the sales momentum of...
Japan trade restrictions on Korea to impact global industrial development, says AUO chairman
Any form of trade war, such as Japan's restrictions on exports of key chemical materials to Korea, will have a negative impact on global industrial development, as each of the players in the supply chain has very specific roles to play, according to Paul Peng, chairman of AU Optronics (AUO).
TSMC has reported better-than-expected growth in revenues for the second quarter of 2019, with the prospect of seeing robust demand in the third quarter, partly driven by demand from Apple. The new iPhones to beleased by Apple are also...
TSMC posts revenue growth in June
Taiwan Semiconductor Manufacturing Company (TSMC) has reported consolidated revenues for June 2019 increased 6.8% sequentially and 21.9% on year to NT$85.87 billion (US$2.76 billion).
Mobile device testing and certification service company Sporton International has teamed up with Qualcomm to gain US Federal Communications Commission (FCC) approval for 60GHz Wi-Fi solution based on the IEEE 802.11ay specification, according to the Taiwan-based company.
Clear order visibility for diverse IC packaging materials is seen through the end of the third quarter of the year thanks mainly to increasingly robust demand from OSAT (outsourced semiconductor assembly and test) firms in the peak season, according to industry sources.
Taiwan handsets – 1Q 2019
Taiwan's handset shipments slipped 39.5% sequentially in the first quarter of 2019, while compared to the same quarter a year...
Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run
With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing...
Taiwan LCD monitors – 1Q 2019
Taiwan's PC monitor shipments continued enjoying on-year growth in the first quarter of 2019, rising 5.6%.
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...