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Friday 22 October 2021
Taiwan Asia Semiconductor expanding Si-based sensor production capacity
LED chip and Si-based sensor maker Taiwan Asia Semiconductor (formerly from Opto Tech) is setting aside NT$800 million (US$28.6 million) for production capacity expansions.
Friday 22 October 2021
China Big Fund continues financing homegrown semi equipment suppliers
China's National Semiconductor Industry Investment Fund (aka the Big Fund) continues to pour money into China's domestic fab toolmakers, looking to rev up the development of China's homegrown semiconductor equipment sector.
Friday 22 October 2021
Supply-side factors may constrain 5G smartphone shipment growth in 2022
Supply-side factors, including particulary shortages of power management IC (PMIC) and other components as well as power cuts in China, are very likely to constrain the overall 5G smartphone shipment growth in 2022 after affecting global smartphone sales in the third quarter of 2021, according to industry observers.
Friday 22 October 2021
How PCB makers can succeed in Southeast Asia, according to Apex CEO Chou Jui-Hsiang
It has been nearly three years since the US-China trade war pushed the electronics supply chain toward Southeast Asia. In addition to the movement of large assembly and installation manufacturers to Southeast Asia, whether or not other component manufacturers would follow has also been a top of discussion.
Thursday 21 October 2021
Audix sees 3Q21 profit growth
Audix, a Taiwan-based component maker and distributor, has reported EPS of NT$4.17 (US$0.15) for the third quarter with consolidated revenues rising 12% sequentially to come to NT$1.84 billion.
Wednesday 20 October 2021
Highlights of the day: NAND flash price fall may worsen
Samsung's new NAND flash production capacity is coming, which is likely to create oversupply and exacerbate price falls for the memory. Apple has been relyng on Taiwan-based ODMs for producing its Mac devices, but it reportedly is looking to outsource portions of the Mac production to Chinese makers. But Taiwan's IC substrate suppliers have reportedly entered Apple's supply chain for new Mac chips.
Wednesday 20 October 2021
Taiwan PCB equipment suppliers busy fulfilling orders
With PCB and IC substrate suppliers looking to expand capacity, related equipment suppliers will be busy fulfilling orders that will be ramping up substantially through 2022, according to industry sources.

Equipment makers including C Sun, Group UP Industrial, Symtek Automation Asia (SAA) and Taliang Technology have seen clear visibility of orders extend well into 2022, particularly those from IC substrate and HDI board makers in Taiwan and China aggressively expanding capacity with big capital expenditures, the sources said.
Wednesday 20 October 2021
Taiwan IC substrate makers cut into supply chain for new-gen Mac chips
Taiwan-based IC substrate suppliers, such as Unimicron Technology, have reportedly cut into the supply chain for Apple's custom-built silicon powering the next generation Macs, and will have a chance to benefit the most from the new offerings among its component suppliers.
Wednesday 20 October 2021
Silicon wafer shipments to log robust growth through 2024, says SEMI
Global silicon wafer area shipments will register robust growth through 2024, when about 16 billion square inches are forecast to be shipped, according to SEMI.
Tuesday 19 October 2021
Foxconn to promote localized EV production for regional markets
Foxconn Technology (Hon Hai) is well prepared to leverage its software and semiconductor prowess to turn out more EVs with high performance and intelligence in 2022/2023, and will move to promote localized production in different regions to strengthen sales competitiveness in regional markets, according to company chairman Young-way Liu.
Tuesday 19 October 2021
Unikorn expects high growth over next 3-5 years
Unikorn Semiconductor, a provider of compound semiconductor foundry services, expects its operation to grow by 2-3 times over the next 3-5 years and accordingly is in preparation to expand production capacity and set up production capacity for new products, according to company chairman Wayne Shih and president JS Wen.
Friday 15 October 2021
Highlights of the day: Automotive IC shortages to remain
The car industry has been plagued by component shortages, and automotive IC shortages are likely to last till at least 2023. TSMC's plan to build a mature process fab in Japan comes as good news for a semiconductor sector yearning for more capacity supply. And PanelSemi CEO Ting Chin-lung is making efforts to materialize his concept of "panel semiconductor."
Thursday 14 October 2021
Semiconductor materials distributors poised to enjoy strong 4Q21
Semiconductor materials distributors including Topco Scientific, Wah Lee Industrial and Niching Industrial are all set to see their fourth-quarter revenues stay high despite uncertainty emerging in the outlook for end-market demand, according to industry sources.
The distributors have seen clear order visibility through the end of 2021 or even early 2022, allowing them to sustain strong shipment momentum after posting impressive revenue gains in the third quarter.
Thursday 14 October 2021
China power restrictions to challenge supply chains in the long term
Supply chains are moving to cope with China's power reductions in one way or another, with the prospect the restrictions may become a long-term policy and will inevitably drive up production costs, according to industry sources.
Thursday 14 October 2021
Chip delivery times reportedly reach nearly 22 weeks
The impact of government-led power restrictions on China's local industry supply chains is threatening to prolong delivery lead times for ICs, according to industry sources in China.
Thursday 14 October 2021
Power and compound fab capacity to top 10 million wafers monthly in 2023, says SEMI
Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions, worldwide installed capacity for power and compound semiconductor fabs is projected to top 10 million wafers per month (WPM) for the first time in 2023, growing to 10.24 million WPM (in 200mm equivalents) and climbing to 10.6 million WPM in 2024, according to SEMI.
Wednesday 13 October 2021
Highlights of the day: DRAM to seek weaker bit gowth in 2022
DRAM will continue to see bit growth in 2022, but the growth momentum will be weaker than this year's. Device makers are already slowing down purchases of DRAM, reflecting the disappointing end-market demand. Backend houses in Taiwan are seeing orders from clients who have had to switch production from Southeast Asia due to COVID hitting IDMs' fabs in the region. HDI board makers are expecting strong sales in fourth-quarter 2021, although power cuts in China and chip shortages remain concerns.
Wednesday 13 October 2021
Tian Zheng enters into semiconductor applications, expects equipment shipments to double in 2022
Tian Zheng International Precision Machinery (TZI), which has a high market share in sorting, packaging and testing equipment for passive components, has seen strong order momentum in 2021, with consolidated revenue from January to September reaching NT$820 million (US$29.1 million) for an on-year growth of 105.22%.
Wednesday 13 October 2021
Taiwan backend houses gain shifted orders for MOSFETs from Southeast Asia
Taiwan-based backend houses continue to land shifted orders for MOSFET and other power ICs from Southeast Asia, where operations at fabs run by international IDMs are being disrupted by a resurgence of COVID-19 infections, according to industry sources.
Wednesday 13 October 2021
HDI PCB makers to embrace strong 4Q21
HDI PCB manufacturers including Compeq Manufacturing and Tripod Technology are expected to sustain strong shipment momentum in the fourth quarter of the year after posting record revenues in the third quarter, but they are also cautious about possible impacts of power cuts in China and shortage of chips, according to industry sources.
Wednesday 13 October 2021
Taiwan IC design houses combat rising wafer foundry costs
TSMC's plans to raise its foundry service quotes have caused a stir among its customers. Wafer foundry and packing/testing production capacity prices have been going up. The price increases have accumulated in the chip end market forcing the selling price of computers, communications, and consumer electronics (3C) to also increase. However, there has been less consumer demand for purchasing, replacing, and upgrading 3C products, resulting in resistance to chip price increases from TSMC customers.
Wednesday 13 October 2021
Passive component makers conservative about 4Q21
Most Taiwan makers of passive components are conservative about their revenue performance for the fourth quarter of 2021 due to power cuts in China and the seasonality, according to industry sources.
Tuesday 12 October 2021
Nan Ya PCB posts record 3Q21 revenue
PCB and IC substrate supplier Nan Ya PCB saw its September revenue drop 4.6% sequentially due to the impact of power restrictions imposed by the local government on its plant in Kunshan, China, but the company still enjoyed record-high sales in the third quarter of 2021.
Tuesday 12 October 2021
VPEC rises as top GaAs epiwafer supplier
Taiwan-based epiwafer maker Visual Photonics Epitaxy (VPEC) has emerged as the world's top supplier of GaAs epiwafers with its market share in the segment surpassing that of British peer IQE by 14-15%, according to industry sources.
Tuesday 12 October 2021
Potens Semiconductor embraces LDU in developing power devices and services
In various electronic equipment, the power component plays a key role. A well-designed power component does not only ensure the stable operation of equipment, but also can provide optimized functions based on the environment. Although this market is mostly dominated by foreign giant companies and even few companies develop the related technologies in Taiwan, Potens Semiconductor Corp, established in 2012, still led this industry to transform the market landscape. In addition to launching general purpose power devices with high quality, comprehensive product line and devoting oversea deployment, Potens is also much actively developing cutting-edge technology. The company was awarded the 22nd Little Giant Award, the 6th D&B TOP 1000 Elite SME Award and other awards in 2019.