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Wednesday 18 May 2022
POB miniLED backlighting affords opportunities for lead frame makers
Taiwan-based lead frame makers are expected to see business opportunities from China-based vendors' adoption of POB (package-on-board) miniLED backlighting for LCD TVs, according to industry sources.
Tuesday 17 May 2022
Actron, Eris eyeing IDM-like operations for car, industrial power devices
Taiwan-based power semiconductor suppliers including Actron Technology and Eris Technology are aggressively utilizing manufacturing and supply-chain resources from their affiliated companies, looking to operate on an IDM-like mode to effectively grow their businesses in the automotive, industrial and other high-margin fields, according to industry sources.
Tuesday 17 May 2022
PWM IC suppliers continue to see supply constrained
Power management IC suppliers, including those engaged mainly in the consumer electronics field, continue to see their supply remain constrained, according to industry sources.
Tuesday 17 May 2022
Capacity expansions at ABF substrate suppliers to buoy Ofuna revenue
Ofuna Technology has enjoyed a strong pull-in of orders from ABF substrate suppliers looking to carry out their capacity expansion projects, according to the Taiwan-based company specializing in mechanical drilling services and metal cutting equipment.
Friday 13 May 2022
Japan MLCC makers see strong demand from emerging industries
Japan-based multi-layer ceramic capacitor (MLCC) suppliers are seeing robust demand from emerging industries, such as 5G, AIoT, and future vehicles, according to industry sources.
Friday 13 May 2022
Re-grown GaN epitaxial wafers have strong growth potential, says IntelliEPI chairman
Re-grown highly-doped GaN epitaxial wafers have large growth potential in application and demand, according to chairman and CEO YC Kao for GaAs- and InP-based epitaxial wafer maker IntelliEPI.
Friday 13 May 2022
TDK to build new factory for automotive MLCCs
TDK has announced plans to construct a new factory building at its manufacturing site in Kitakami, Japan's Iwate Prefecture, for automotive MLCCs. Construction of the factory is scheduled to begin at the end of the company's fiscal year (March 2023), and will be completed in June 2024.
Friday 13 May 2022
PWM IC firm uPI posts profit surge in 1Q22
Taiwan-based uPI Semiconductor, an Asustek Computer affiliate specializing in power management ICs, saw its net profits surge 135% on year to NT$401 million (US$13.4 million) in the first quarter of 2022. EPS for the quarter came to NT$5.20.
Wednesday 11 May 2022
MOSFET maker Force-MOS posts record April revenue
Taiwan's MOSFET supplier Force-MOS Technology saw its April revenue hit a record high for the fourth consecutive month, as tight supply of MOSFET chips remains despite a slowdown in demand for consumer devices.
Friday 6 May 2022
Chip shortage causes automation equipment production bottlenecks
Shortages of industrial-control ICs are causing bottlenecks in the manufacture of automation equipment used for the chipmaking and PCB industries, according to sources at semiconductor equipment companies.
Thursday 5 May 2022
Diode maker Eris optimistic about 2Q22
Taiwan-based Eris Technology has reported record-high April revenue thanks to automotive and industrial control applications, and it anticipates continued profit growth in the second quarter.
Thursday 5 May 2022
Semco gearing up for server package substrate production
Samsung Electro-Mechanics (Semco) is poised to step into the server package substrate sector with plans to build new production lines for high-end ABF substrates in South Korea and Southeast Asia to meet growing demand for server applications, according to industry sources.
Thursday 5 May 2022
Silicon wafer shipments hit record high in 1Q22, SEMI says
Worldwide silicon wafer area shipments in the first quarter of 2022 surpassed the previous record high set in the third quarter of 2021, according to SEMI.
Wednesday 4 May 2022
GCS eyeing gains from investment in Unikorn Semiconductor
Pure-play compound semiconductor wafer foundry Global Communication Semiconductors (GCS) expects to start generating gains from its investment in Unikorn Semiconductor, a compound semiconductor maker spun off from LED epitaxial wafer and chip maker Epistar, in 2023, according to company president and CEO Brian Ann.
Friday 29 April 2022
III-V IC makers cautious about 3Q22 due to sluggish smartphone sales in China
Continuing sluggish smartphone sales in China have led to excess inventories of handset-use power amplifiers (PA) and other chip components. This has prompted Win Semiconductor (Win Semi) and other Taiwan-based III-V IC makers to be cautious about their market prospects for the third quarter of 2022.
Thursday 28 April 2022
Strong demand for automotive CIS to buoy Tong Hsing 2022 sales
Tong Hsing Electronic Industries, which supplies ceramic substrates and backend services for CMOS image sensors (CIS) and other niche ICs, has enjoyed strong demand for automotive CIS and other automotive products which will climb further as a proportion of company revenue from the current 45%.
Thursday 28 April 2022
LandMark Optoelectronics begins to produce InP-based epitaxial wafers for PD in consumer electronics
III-V compound epitaxial wafer maker LandMark Optoelectronics (LMOC) began to produce InP-based epitaxial wafers which are used to make photodiodes (PD) for consumer electronics, according to the company. It is also the first time in the industry to use PD for consumer electronics, like smartphones and earphones.
Wednesday 27 April 2022
FPCB maker Flexium turns cautious about sales prospects for 2022
Flexible PCB specialist Flexium Interconnect has turned conservative about its sales prospects for the second quarter and all of 2022, due to concerns about supply-chain disruptions caused by COVID lockdowns and restrictions in the Chinese cities of Kunshan and Shanghai.
Wednesday 27 April 2022
Yageo posts over 30% profit surge in 1Q22
Yageo saw its net profits climb 31.8% sequentially in the first quarter of 2022. Market sources expect the passive component vendor to post a single-digit sequential increase in second-quarter revenue, thanks to stable growth in demand for its midrange and high-end products.
Tuesday 26 April 2022
RFID sensors widely used in manufacturing, says Balluff Taiwan executive
Along with IT-OT integration arising from fast development of Industry 4.0-based smart manufacturing, RFID sensors have been widely used in manufacturing processes for real-time tracking of assets, workers, control of processes at production lines and management of supply chains, according to Taiwan sales & operations director Mike Ouyang for Germany-based Balluff.
Tuesday 26 April 2022
ABF substrate makers to see new capacity boost biz results in next 3 years
Taiwan-based ABF substrate suppliers including Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology are expected to commercialize additional capacities boosting their revenues and profits over the next three years, according to supply chain sources.
Monday 25 April 2022
SFA Semicon Philippines net profits grow 133% in 2021
SFA Semicon Philippines, a subsidiary of South Korea-based SFA Semicon, has reported US$12.8 million in after-tax profits for the year of 2021, leaping 133% on year.
Friday 22 April 2022
Notebook component shortages worsening on China lockdowns
A variety of notebook components including connectors, wirings, PCBs, plastics, metal parts and molds, all long in sufficient supply, have slipped into shortages due to production and shipment disruptions caused by the ongoing COVID lockdowns and restrictions in Shanghai, Kunshan and other Chinese cities, according to supply chain sources.
Friday 22 April 2022
China lockdowns disrupting PCB shipments
COVID lockdowns in Kunshan and other Chinese cities, where high-tech manufacturing hubs are located, are impacting local businesses, including PCB makers seeing their production and shipments disrupted, according to industry sources.
Friday 22 April 2022
Shuen Der Industry, Jih lin Technology benefit from Tesla's growing demand
As Tesla aims to produce 1.5 million electric vehicles in 2022, hiking 60% on year, its demand for highly customized Si-based IGBT modules and SiC-based power modules supplied by international IDMs (integrated device manufacturers) will greatly increase and, in turn, Taiwan-based lead frame makers Shuen Der Industry (SDI) and Jih Lin Technology will benefit because they are supply chain makers for these IDMs, according to industry sources.