IC manufacturing
  • TSMC still sees strong demand for its advanced manufacturing processes
    TSMC may not have been entirely unscathed in the wake of the coronavirus pandemic that has disrupted production and chilled end-market demand, but the outlook of for the foundry's advanced manufacturing processes remains robust, with its 5nm...
  • Bright Sheland sees strong orders
    Taiwan-based Bright Sheland International, a provider of total industrial liquid filtration and purification solutions, sees its plants in southern Taiwan running with a three-shift operation to fulfill increased orders from clients in Asia and the US, according to industry sources.
  • Global semiconductor sales dropped slightly in 2019
    Global semiconductor materials market revenue edged down 1.1% in 2019, according to SEMI.
  • TSMC still sees strong demand for its advanced manufacturing processes
    TSMC is on track to move 5nm process technology to volume production in second-quarter 2020 as scheduled, and continues to see the process capacity fully booked despite recent speculation claiming that the foundry has been requested by Apple to defer production of its next-generation A-series chips,...
  • MagnaChip's CEO, YJ Kim
    MagnaChip Semiconductor has announced that certain of its wholly-owned subsidiaries have entered into a definitive agreement to sell the company's Foundry Services Group and the factory in Cheongju (Fab 4), the larger of its two 8-inch manufacturing facilities, to a special purpose company (SPC) in...
  • Trusval sees clear order visibility
    Taiwan-based Trusval Technology is able to beat its larger international peers to provide a leading foundry chipmaker functional water supply systems for use in EUV-based manufacturing processes, according to industry sources.
  • Demand for tablets is being driven by stay-at-home needs
    Taiwan-based driver IC backend specialists have landed short lead-time orders for business notebooks and tablets that will be used mostly to support remote working and studying needs, according to industry sources.
  • Demand for gaming devices is picking up as people stay home in the wake of the pandemic
    The coronavirus outbreak has spurred stay-at-home economy, driving demand for related applications such as servers, commercial notebooks, gaming consoles and set-top boxes (STB), according to sources at memory backend houses.
  • TSMC is building a fab in southern Taiwan for 3nm process
    TSMC will start installing its advanced 3nm process manufacturing equipment at its new factory site in southern Taiwan in October 2020, according to a recent Chinese-language Economic Daily News report.
  • Intel is ready to unveil next-generation processors in April
    Intel is set to unveil its new 14nm processors and chipsets in April, but the coronavirus pandemic may seriously hinder end-market demand for related PCs and motherboards, according to sources from the upstream supply chain.
  • The equipment maker sees significant demand from China
    E&R Engineering has recently enjoyed an influx of short lead-time orders from China's semiconductor industry, which will be buoying its sales performance during the second quarter of 2020, according to the Taiwan-based automation equipment maker.
  • Fabless and fab-lite are the new norm
    Over the past decade, the IC industry has been paring down its older capacity as manufacturers have consolidated or transitioned to the fab-lite or fabless business models, according to IC Insights. With a surge of merger and acquisition activity in the middle of this decade, and more companies producing...
  • Equipment makers see mixed impacts from the outbreak
    Taiwan's electronic and semiconductor equipment suppliers are cautious about their shipment prospects for the second half of 2020 if the global coronavirus pandemic fails to ease in June, although they seem to gain more than suffer from the black swan, according to industry sources.
  • Taiwan IC design houses see limited order visibility for 2Q20
    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 is keen to cut reliance on US chip supply
    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...
  • China has lifted the restrictions on the ASE-SPIL merger
    The Anti-Monopoly Bureau in China has lifted its restrictive conditions on the joint establishment of ASE Technology Holding by Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL), according to ASE Technology.
  • Apple is moving more of its production out of China
    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...
  • Sporton expects strong sales for 2020
    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.
  • Samsung's DRAM made using EUV
    Samsung Electronics has shipped one million 10nm-class (D1x) DDR4 DRAM modules based on extreme ultraviolet (EUV) technology, according to the company. The new EUV-based DRAM modules have completed global customer evaluations.
  • Weak end-market demand is likely to affect TSMC's sales
    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.
  • Multi-lens camera setup becoming mainstream design for smartphones
    CMOS image sensor (CIS) backend specialists including Tong Hsing Electronic Industries and Xintec are expanding capacity seeking to satisfy growing demand for multi-lens camera phones.
  • Backend firms expect the pandemic to boost demand from various sectors, including video streaming
    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.
  • Taiwan's manufacturing index dropped sequentially in February
    Taiwan recorded manufacturing production index (2016 as base year) of 103.97 for February 2020, decreasing 1.89% sequentially but increasing 21.12% on year, according to the Ministry of Economic Affairs (MOEA).
  • Faraday's 28Gbps SerDes PHY is now available on UMC's 28HPC process technology
    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.
  • Transcom eyeing 5G mmWave applications
    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.

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

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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