Passive, PCB, other IC components
  • Semiconductor firm executives seeking government assistance
    Several leaders from semiconductor firms and organizations have paid a visit to Taiwan's president Tsai Ing-wen, asking the government to tackle the two biggest issues facing the country's IC industry: a lack of talent and a lack of basic research.
  • HDI PCB market growth promising
    The worldwide market for high-density interconnect (HDI) PCBs came to more than US$10 billion in production value in 2018, with Taiwan accounting for about 40% of the total value, according to data compiled by Taiwan Printed Circuit Association (TPCA).
  • TI has introduced an ultra-low-power LDO linear voltage regulator
    Texas Instruments (TI) has introduced an ultra-low-power low-dropout (LDO) linear voltage regulator with quiescent current (IQ) of sub-25nA - one-tenth that of competing ultra-small devices.
  • PCB order visibility for iPhone 11 will remain vague until early October
    Pre-orders for Apple's iPhone 11 series may be better than expected, but components makers in the new smartphones' supply chain remains cautious. PCB makers say their order visibility concerning the iPhone 11 lineup won't clear up until...
  • PCB manufacturers are keeping a close eye on the new iPhone 11 initial sales performance
    PCB manufacturers in the supply chain for Apple's iPhone 11 series are keeping a close eye on the new models' initial sales performance, which will determine their shipment momentum for the remaining months of 2019, but the order visibility will remain vague until early October, according to industry...
  • Semicon Taiwan 2019 opens
    Semicon Taiwan 2019 opens today, focusing on cutting-edge technologies, including those concerning 5G and AI, with its forums to feature heavyweight speakers from TSMC, ASE and others.
  • Global ABF substrate supply remains tight
    Huawei is stepping up purchases of IC substrates from its Taiwan-based suppliers, including Unimicron Technology and Nan Ya PCB, according to industry sources.
  • Unitech has seen revenue contribution for rigid-flex board shipments rise
    PCB manufacturer Unitech Printed Circuit Board has seen revenue contribution for rigid-flex board shipments rise from 30% in 2018 to 50% currently, thanks to strong orders for TWS (true wireless stereo) earbuds, mainly AirPods, according to industry sources.
  • Corning to showcase an expanded range of precision glass substrates at Semicon Taiwan
    Corning has disclosed it will showcase an expanded range of precision glass substrates and supporting technologies for the semiconductor and consumer electronics industries at Semicon Taiwan.
  • Components suppliers are naturally eyeing the business opportunities arising from 5G developments
    Components suppliers are naturally eyeing the business opportunities arising from 5G developments, with heat-sink solution providers expecting VC-based cooling solutions to become a mainstream for smartphones in 2020. For PCB makers,...
  • 5G business opportunities from smartphones may outrace those from base stations
    For PCB makers, especially those based in Taiwan, 5G business opportunities from smartphones may outrace those from base stations as demand for the latter has been dented by slowed construction of the stations in China, according to industry sources.
  • Compal is moving production of their US-bound notebooks from Vietnam to Taiwan
    The US-China trade war is sending many manufacturers fleeing the "world's factory," with many Taiwanese makers relocating production lines to Southeast Asia or returning home. For some notebook brand vendors, Taiwan is a preferred location for producing devices heading for the US market - a preference...
  • Taiwan PCB supply chain partners for Apple devices will be closely observing the first wave of sales
    Taiwan PCB supply chain partners for Apple devices will be closely observing the first wave of sales performance for iPhone 11 series, which will directly affect their shipments in the fourth quarter of 2019, according to industry sources.
  • Tripod has seen its HDI board production lines operate at full capacity
    Tripod Technology has seen its HDI board production lines operate at full capacity, driven by an influx of short lead-time orders, according to the Taiwan-based PCB manufacturer.
  • Unimicron has reported consolidated revenues for August 2019
    IC substrate and PCB manufacturer Unimicron Technology has reported consolidated revenues for August 2019 increased 10.6% sequentially and 7.9% on year to a record high of NT$7.97 billion (US$255.1 million).
  • Apex expects a relatively weak second half of 2019
    PCB maker Apex International expects a relatively weak second half of 2019 due to limited seasonal stimulus and the appreciation of the Thai currency affecting its revenues and profits from operations in Thailand. But the company eyes a significant turnaround starting in the first quarter 2020, when...
  • The role of Taiwan's high-tech industry is expected to improve amid the trade tensions
    Trade disputes between Japan and South Korea will likely result in fundamental changes to both countries' high-tech industry supply chains, while opening the door for enhanced cooperation between the Korean and Taiwanese high-tech sectors, according to Pei-Lin Pai, VP of technology R&D for Winbond...
  • Compeq has reported strong sales for August
    PCB supplier Compeq Manufacturing has reported strong sales for August driven by increased demand for flex-rigid PCBs from the handset sector as a number of major brands have been keen on launching new flagship models for the second half of 2019.
  • Win Semi has reported consolidated revenues of NT$2.09 billion for August 2019
    GaAs foundry Win Semiconductors has reported consolidated revenues of NT$2.09 billion (US$66.6 million) for August 2019, hitting a monthly record for the second consecutive month.
  • Intel is aggressively promoting Project Athena
    Intel will be joined by more than 800 members of its PC ecosystem partners in Taipei and Shanghai in early September for its Ecosystem Symposium series to share insights into the Intel Project Athena program and discuss future innovation efforts.
  • Iteq is gearing up to expand its presence in the CCL high-frequency and high-speed segment
    Taiwan-based CCL supplier Iteq is gearing up to expand its presence in the high-frequency and high-speed segment seeking to fulfill its long-term goal of outperforming Panasonic in market share, according to industry sources.
  • Japan-based PCB makers are likely to be further marginalized
    Japan-based PCB makers are likely to be further marginalized if Apple's reportedly plans to launch three 5G iPhones all based on OLED technology are realized, according to sources from Taiwan's PCB supply chain.
  • Taiwanese passive component suppliers have seen inventory approach healthy levels
    Taiwanese passive component suppliers have seen inventory approach healthy levels after two to three quarters of correction. But while their third-quarter shipments are expected to be robust, they remain cautious about the last quarter...
  • Unimicron has maintained its huge capex budgets for 2019 and 2020
    Unimicron Technology has maintained its huge capex budgets for 2019 and 2020 are meant to strengthen its IC substrates technology upgrades and production capacity for the emerging 5G and AI applications, rather than just to fulfill requests from specific clients as speculated.
  • Demand for passive components has started picking up substantially
    Demand for MLCCs, chip resistors, as well as other passive components, has started picking up substantially, according to industry sources in Taiwan.

Taiwan handsets – 2Q 2019

Taiwan LCD monitors – 2Q 2019

Taiwan small- to mid-size LCD panels – 2Q 2019

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

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