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Friday 26 November 2021
Highlights of the day: PCB, IC substrate equipment demand robust
Strong demand for PCBs and IC substrates is sending suppliers increasing capacity, which in turn is extending order visibility at equipment suppliers to second-half 2022. And shortage of ABF substrates for notebook processors are expected to widen. Rising foundry costs amid tight supply are expected erode IC designers' profits, as their customers are now relutant to accept further price increases.
Friday 26 November 2021
Taiwan IC design houses brace for profit erosion
Taiwan-based IC design houses particularly second-tier players are poised to see their profits eroded by rising foundry costs in 2022, as their customers are increasingly reluctant to accept higher prices, according to industry sources.
Friday 26 November 2021
PCIe Gen4 SSD demand for PCs to grow robustly in 2022, says Phison
Flash device controller IC specialist Phison Electronics expects demand for PCIe Gen4 storage devices to grow robustly in 2022, thanks to its rising adoption among notebooks.
Friday 26 November 2021
EDAs to play crucial role in upcoming 3D IC era
Going beyond Moore's Law has become an important force driving advanced semiconductor technology. Top companies such as TSMC, Samsung Electronics and Intel are all already seeing advancements in 2D process miniaturization and 3D heterogeneous integration.
Friday 26 November 2021
Samsung eyes reduced dependence on Qualcomm chips
Samsung Electronics will reportedly increase the production of its Exynos chipsets for Galaxy smartphones to raise the proportion of its in-house processors in Galaxy devices and lower dependence on US chipmaker Qualcomm.
Thursday 25 November 2021
OLED DDI supply may fall short of demand in 2022
OLED display driver ICs (DDI) supply may fall short of demand in 2022, with the chip shortage likely to disrupt shipments for smartphones, according to industry sources.
Thursday 25 November 2021
Nuvoton intros battery monitoring ICs for next-gen vehicles
MCU specialist Nuvoton Technology has expanded its product portfolio to include battery monitoring ICs for next-generation vehicles, and is set to enter volume production of such chips in December 2021, according to industry sources.
Thursday 25 November 2021
EVs the biggest business opportunity for Taiwan since PCs, says PSMC chairman Frank Huang
Electric vehicles (EV) have been one of the most talked-about topics of 2021. In Taiwan, in addition to Foxconn's MIH Alliance recently surpassing 2,000 members, Powerchip Semiconductor Manufacturing Company (PSMC) chairman Frank Huang began preparations for establishing the Taiwan Advanced Automotive Technology Development Association (TADA) in 2020. TADA reportedly has already received backing from key EV supply chain members Pegatron, AU Optronics (AUO) and the Taiwan Computer Association.
Thursday 25 November 2021
Audio IC shortage easing
Notebook-use audio IC shortages are easing, with the supply shortfall expected to narrow next year, according to industry sources.
Thursday 25 November 2021
Samsung looks to involve domestic IC designers in 3nm foundry ecosystem
Samsung Electronics has introduced a new strategy to quickly involve South Korean IC designers in the 3nm foundry ecosystem by strengthening its 3nm semiconductor foundry design support infrastructure.
Thursday 25 November 2021
Industry watch: Taiwan, a game changer
According to the Industrial Technology Research Institute (ITRI), the global semiconductor manufacturing revenue including wafer foundry and IC package and testing industries, grew 13.6% from US$501 billion in 2019 to US$570 billion in 2020, with Taiwan's corresponding revenues growing from US$86 billion to US$109 billion. With contribution of 20% for the global semiconductor industry, Taiwan is the world's second-largest semiconductor powerhouse next to the US, surpassing South Korea and Japan and leaving China far behind.
Thursday 25 November 2021
New Samsung fab in Texas to eye orders from major US vendors
Samsung Electronics has disclosed plans to set up an advanced wafer fab in Texas. The new fab that will be equipped with advanced process manufacturing equipment and facilities will be striving to win advanced chip orders from AMD and other US chip vendors, according to industry sources.
Wednesday 24 November 2021
Highlights of the day: Smartphone chip vendors reserving 12-inch fab capacity for PWMICs
Shortage of foundry supply is sending major smartphone application processors vendors booking 12-inch fab capacity in advance to facilitate shipments of their power management ICs next year. Memory maker Winbond expects to run at full capacity next year to fulfill robust NOR flash chip orders. DIGITIMES recently talked to Stephen Ezell, ITIF VP of Global Innovation Policy, about why India and others should joint ITA-3.
Wednesday 24 November 2021
TV IC demand to pick up as early as 1Q22
TV-related IC demand is expected to pick up as early as the first quarter of 2022 following a slowdown in TV market sales seen since the third quarter of 2021, according to sources at fabless chipmakers.
Wednesday 24 November 2021
Smartphone AP suppliers demanding 12-inch fab capacity for PWM ICs
Smartphone application processor vendors including Apple, Qualcomm and MediaTek have moved to reserve the available 12-inch BCD (bipolar-CMOS-DMOS) process capacity at foundries for their demand for power management ICs next year, according to industry sources.
Wednesday 24 November 2021
Will Qualcomm bet on Samsung's 3nm process?
Qualcomm announced plans to launch its next-gen Arm-based SoC, "designed to set the performance benchmark for Windows PCs."
Tuesday 23 November 2021
Semiconductor equipment billings rise again
October billings among North American manufacturers of semiconductor production equipment grew by a slight 0.6% sequentially to US$3.74 billion, according to SEMI.
Tuesday 23 November 2021
Phison to beef up R&D workforce
Phison Electronics is looking to scale up its R&D team to 2,500-2,700 engineers in 2022, according to the Taiwan-based flash device controller specialist.
Tuesday 23 November 2021
MediaTek validates Micron LPDDR5X for flagship 5G smartphone SoC
MediaTek has validated Micron Technology's low-power double data rate 5X (LPDDR5X) DRAM for MediaTek's new Dimensity 9000 flagship chipset for 5G smartphones, according to Micron.
Tuesday 23 November 2021
TSMC to ramp up 4nm chip output for new MediaTek flagship SoC
MediaTek with its recently-introduced flagship SoC is eyeing a presence in the non-iPhone flagship 5G smartphone chip market.
Tuesday 23 November 2021
New MediaTek TV SoC built using TSMC 7nm process
MediaTek has unveiled its new Pentonic smart TV SoC family with the introduction of the 2000 series, which will power next generation flagship 8K TVs. The new SoC series is the world's first commercial TV chip manufactured using TSMC's N7 (namely 7nm process technology), according to the fabless company.
Monday 22 November 2021
Highlights of the day: What hinders 8-inch wafer capacity boost?
8-inch wafer foundries are experiencing challenges in boosting 8-inch wafer capacity. Now, most of the foundries still spend most of their efforts on their new 12-inch wafers online in 2023. Some sources said WiFi 6/6E is a transitional technology and global major WIFi chipmakers are preparing for WiFi 7 SoCs, which may be rolled out in 2023-2034. Episil Precision has a 200% revenue growth from SiC epi-wafer shipments alone.
Monday 22 November 2021
Major US chipmakers gearing up for 6nm Wi-Fi 7 SoCs
Leading Wi-Fi chipmakers Qualcomm, Broadcom and even Intel are keenly developing Wi-Fi 7 SoCs, and may have their chips manufactured at TSMC using 6N RF process, looking to meet the Wi-Fi 7 boom likely to emerge in 2023-2034, according to industry sources.
Friday 19 November 2021
Second-tier Ethernet IC vendors see shipments rise for IIoT applications
As demand for Ethernet ICs continues to grow robustly on proliferating IoT applications, Taiwan's second-tier networking chips vendors including Asix Electronics under MediaTek and IC Plus affiliated with United Microelectronics (UMC) have seen their shipments ramp up month by month in 2021 with gross margins also rising significantly, according to industry sources.
Friday 19 November 2021
KS Pua resigns as Phison chairman
Phison Electronics' board of directors has approved the resignation of KS Pua as chairman, according to the Taiwan-based flash device controller specialist.