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Thursday 17 June 2021
Memory module firms gearing up for new-gen DDR5 product rollouts
Memory module firms including Kingston Technology, Adata Technology, Apacer Technology and Team Group all plan to launch their new-generation DDR5 memory series in the second half of 2021.
Thursday 17 June 2021
Highlights of the day: IC vendors seeking long-term foundry supply
Chip vendors have been scrambling for foundry capacity supply from Taiwan. Both international and domestic IC vendors, such as Infineon and MediaTek have been willing to strike long-term foundry contracts. In China, device brand vendors are keen on rolling out Gan-based fast chargers, stimulating demand for GaN-on-Si chips. But smartphone sales in China remained feeble in May, dropping 31% on year.
Thursday 17 June 2021
Memory module makers see end-market demand in China disappoint
End-market demand has been disappointing in China, prompting memory module makers to be cautious about their demand outlook for the third quarter, according to industry sources.
Wednesday 16 June 2021
Highlights of the day: Macronix set to sell 6-inch fab
Mask ROM and flash memory maker Macronix is close to striking a deal to sell its 6-inch fab in Taiwan. Tokyo Electron is named as the most likely buyer of the Macronix fab. The notebook sector has been troubled by component shortages for months, but outlook for the notebook market remains robust throughout the year. Taiwan-based diode makers see clear order visibility through the end of the year, thanks to WFH needs and a surge in automotive applications.
Wednesday 16 June 2021
IC Insights raises 2021 IC market forecast to 24% growth
IC Insights has raised its IC market growth forecast for 2021 to 24%, compared with its previous estimate of 19% growth.
Tuesday 15 June 2021
Highlights of the day: Digitimes releases ASC 100 Asia tech supply chain survey
The top-100 tech firms in Asia are mostly based in Japan, China, Korea and Taiwan, with the car and tech products/equipment sectors making up the two largest groups, according to Asia Supply Chain 100 (ASC 100), the freshly released research results by Digitimes. The ASC 100 study, based on the companies' revenues, profit and market cap, wil be renewed annually. In the notebook industry, makers are using more aluminum-alloy components to replace copper ones, as copper prices stay at high levels.
Tuesday 15 June 2021
Innodisk poised to post record 2Q21 revenue
Specializing in industrial flash storage, memory module maker Innodisk is poised to see its second-quarter revenue hit a record high, according to market sources.
Tuesday 15 June 2021
Semiconductor revenue increases slightly in 1Q21
Semiconductor revenue in the first quarter of 2021 grew from the previous quarter, marking just the third time that has happened since research firm Omdia began tracking quarterly semiconductor revenue in 2002.
Tuesday 15 June 2021
PSMC negotiating orders for 2023
Taiwan-based pure-play foundry Powerchip Semiconductor Manufacturing (PSMC) continue to see orders demanding 8- and 12-inch wafer fabrication services pull in, and is in talks with clients about orders for 2023, according to company chairman Frank Huang.
Tuesday 15 June 2021
ASC 100: Long-term changes to top 20 suppliers in six Asian countries are worth watching
Countries in Southeast Asia and South Asia stand a chance of becoming rising stars in the midst of supply chain shifts and the move toward shorter supply chains and localization. Four Indian firms and one Indonesian firm entered Digitimes' Asia Supply Chain 100 (ASC100). By region, Tata Motors at No. 22 in ASC100 is the champion in Southeast Asia and South Asia, followed by Indonesia's Astra International (No. 68) and India's Mahindra & Mahindra (No. 69), Maruti Suzuki (No. 74) and Motherson Sumi (No. 89). ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Only six semiconductor companies make top 100, but lead well in average profit and market value
Companies in the "tech products and equipment" and "automotive manufacturing" sectors account for half of the Digitimes' Asia Supply Chain 100 (ASC 100) list, but semiconductor firms well lead the list in both average profit and average market value. ASC 100 is a newly released reseach on Asia's top 100 tech firms. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: TSMC, Samsung lead in market value; semiconductor, EV sectors gaining traction
Benefiting from the US-China tech war and sharp chip shortages following the pandemic outbreak, and with automotive clients competing for foundry capacity support, the entire semiconductor industry is poised to enjoy robust order momentum through 2022, allowing semiconductor stocks to gain traction in the market. TSMC and Samsung Electronics, now the world's only two companies able to commercialize sub-7 nm foundry nodes, have been in a two-horse race for grabbing the crown in the Digitimes' Asia Supply Chain 100 (ASC 100) research, ranking first and second, respectively, by market capitalization in 2020. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Samsung has highest earnings, TSMC best margin
Of the companies in Digitimes' Asia Supply Chain 100 (ASC 100), Samsung Electronics had the highest net income US$22.1 billion in 2020. But TSMC - in third place in overall net income - had the highest net profit margin of 38.7%, way higher than Samsung's 11%. ASC 100 is a new released research on Asia's top 100 tech firms - a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Toyota No. 1 by revenue; half of top 50 with strongest revenue growth are Chinese firms
Digitimes, an Asia-based premium source of tech supply information, has just released its 2021 Asia Supply Chain 100 (ASC100) research results. In terms of 2020 revenue, Japan's Toyota Motor, South Korea's Samsung Electronics and Taiwan's Hon Hai Precision (Foxconn) are the top three in ASC100, a freshly launched research on Asia's top-100 tech firms. The ASC 100 research is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Digitimes identifies 3 major trends that will reshape global supply chains
Digitimes, an Asia-based premium source of tech supply chain information, undertook a six-month study on the financial reports of 4,725 publicly listed corporations across 11 countries in Asia and compiled its first annual report on the top 100 Asian suppliers - Asia Supply Chain 100 (ASC100) in 2021. Released on June 15, the report contains the rankings among Asia's top 100 suppliers along with a look into supply chain trends and an analysis on the competitiveness of Asian countries. Digitimes plans to release updated statistics on an annual basis going forward and keep track of the changes in the rankings among Asia's high-tech suppliers in the long run.
Friday 11 June 2021
Highlights of the day: Tight supply for Intel new CPUs
Intel has announced two new Tiger Lake-U Refresh processors at Computex 2021, but tight supply of the latest CPUs is undermining notebook vendors' plans of launching devices using the new offersings from the US chip giant. In China, LCD panel maker BOE Technology reportedly has plans to build its third 10.5G line, which could send the global market in the direction towards oversupply. In the semiconductor sector, Taiwan-based IC distributors are set to see significant sales in 2021, particularly those with a significant presence in the memory segment.
Friday 11 June 2021
SK Hynix server DRAM defects send spot prices up
Spot market prices for server DRAM memory have shown a sudden rise amid speculation over a batch of SK Hynix-produced defective wafers, according to industry sources.
Friday 11 June 2021
Rising niche-market DRAM prices buoy Etron, ESMT
Memory IC design specialists Elite Semiconductor Memory Technology (ESMT) and Etron Technology have both reported brisk sales results for May 2021, buoyed by rising niche-market DRAM prices.
Thursday 10 June 2021
Highlights of the day: Notebook ODMs see mixed shipments in May
Notebook ODMs still see robust orders from clients, but productions have been seriously hampered by component shortages, with notebook shipment results vary from maker to maker in May. In the memory market, NOR flash prices are expected to surge in third-quarter 2021, stimulated by smartphone spec upgrades. According to Digitimes Research, global smartphone shipments are set to grow in 2021.
Thursday 10 June 2021
Global semiconductor sales increase in April
The global semiconductor industry posted April sales of US$41.8 billion, up 1.9% sequentially, according to Semiconductor Industry Association (SIA).
Thursday 10 June 2021
NOR flash prices to soar in 3Q21
NOR flash prices are expected to rise 20-30% in the third quarter of 2021, as the memory supply becomes extremely tight, according to market sources.
Wednesday 9 June 2021
DRAM contract prices to rise at slower rate in 3Q21
DRAM contract prices will rise by a slower 3-8% rate in the third quarter after registering a 18-23% rally in the second quarter, according to TrendForce.
Tuesday 8 June 2021
Macronix sees revenue hit 8-month high
Macronix International, a maker of mask ROM and flash memory, saw its revenue hit an eight-month high of about NT$4 billion (US$144.5 million) in May 2021.
Monday 7 June 2021
Winbond to see profit more than double in 2Q21
Rising specialty DRAM and NOR flash memory prices are set to boost net profits at Winbond Electronics in the second quarter of 2021, which are likely to more than double those generated in the prior quarter, according to market sources.
Friday 4 June 2021
Rising memory prices buoy sales at Nanya, Adata
A rally in memory prices boosted revenue at chipmaker Nanya Technology and module company Adata Technology in May 2021.