
CE, IPC, automotive trends
Asia Pacific 2021 ICT spending to grow by 4.9%, says IDC
Friday 16 April 2021The pandemic has been a driving factor in accelerating the rate of digital adoption and stirring up the consumer offerings, both of which has helped ICT spending to show a positive...
Car vendors dealing with structural shortage of chips
Friday 16 April 2021Car vendors are dealing with a structural shortage of automotive chips resulting in their supply constraints, according to industry sources, who believe the impact of a recent power...
TSMC expects auto chip shortage to greatly improve starting 2Q21
Friday 16 April 2021The ongoing shortage of automotive chips will be greatly reduced starting the second quarter of 2021, according to pure-play foundry TSMC.
Highlights of the day: TSMC expects flat growth in 2Q21 sales
Thursday 15 April 2021TSMC expects flat sequential growth in its second-quarter 2021 sales, but has upward revised its outlook for full-year 2021 revenue to around 20% growth. The foundry...
TSMC expects flat 2Q21, raises capex outlook
Thursday 15 April 2021TSMC expects to post revenues of between US$12.9 billion and US$13.2 billion in the second quarter of 2021, which is a 1% sequential increase at the midpoint. Gross margin and operating...
China PCB maker Shennan facing headwinds
Thursday 15 April 2021China's leading PCB maker Shennan Circuits is facing increasing pressure on its business operations in 2021 due to losses of orders from Huawei for 5G infrastructure applications...
CHPT cuts into supply chain for TV SoCs with new probe cards
Thursday 15 April 2021Chunghwa Precision Test Technology (CHPT) with its latest in-house developed probe cards has obtained new orders demanding circuit probing for TV SoC chips, according to the Taiwan-based...
Taipei AMPA and Autotronics Taipei 2021 kick off
Thursday 15 April 2021Taipei AMPA (Automobile and Motorcycle Parts and Accessories) and Autotronics Taipei are being held from April 14-17 with a total of 380 exhibitors showcasing their latest automotive...
IC packaging equipment in severely tight supply
Wednesday 14 April 2021The supply of IC packaging production tools including polish grinders, wafer-dicing machines, and tape laminators has become severely tight, apart from delivery lead times lengthened...
HDI board vendors to see shipment momentum persist into 2H21
Wednesday 14 April 2021Taiwan's major HDI board makers including Compeq Manufacturing, Tripod Technology and Unimicron Technology will see strong shipment momentum persist into the second half of the year,...
Passive components shipments to stay in higher gear in 2Q21
Wednesday 14 April 2021Taiwan's passive components vendors are optimistic their shipments for second-quarter 2021 will continue to be bolstered by strong demand for automotive, stay-at-home and 5G applications,...
PC shipments strong in 1Q21 despite component shortages and logistics issues, says IDC
Tuesday 13 April 2021Global shipments of traditional PCs, including desktops, notebooks, and workstations, grew 55.2% on year during the first quarter of 2021, according to IDC.
Nvidia CEO introduces software, silicon, supercomputers at GTC 2021
Tuesday 13 April 2021Nvidia CEO Jensen Huang has unveiled the company's latest innovations covering autonomous machines, AIs, chips, supercomputers and software during his presentation at GTC 2021.
Taiwan inductor vendors see order visibility extend to October
Tuesday 13 April 2021Taiwan-based power inductor makers including Chilisin Electronics, ABC Taiwan Electronics and Tai-Tech Advanced Electronics have seen clear order visibility in next few months, according...
Taiwan pure-play foundries to see revenue hit another record highs in 2Q21
Tuesday 13 April 2021TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are all expected to see their revenues hit another record highs in the second quarter of 2021, as...
Notebook ODMs remain upbeat about 2Q21 shipments
Tuesday 13 April 2021Notebook ODMs remain optimistic about shipments in the second quarter of 2021, but are aware that the ongoing chip and component shortages may constrain their shipment growth during...
Highlights of the day: TSMC may spend even more this year
Monday 12 April 2021TSMC is scheduled to hold its investors' conference later this week. Market observers speculate that the foundry house may disclose plans to revise upward its capex budget for 2021,...
Realtek Ethernet chip shortages not to have much impact on automotive supply chain
Monday 12 April 2021The short supply of automobile-use Ethernet chips from Taiwan-based Realtek Semiconductor is unlikely to result in significant impacts on the global automotive supply chains, according...
Backend demand stays strong for MOSFETs, niche DRAMs
Monday 12 April 2021Persistently strong demand for MOSFET chips and niche-type DRAM have kept backend specialists including Walton Advanced Engineering, ChipMos Technologies and GEM Services running...
Quanta, Compal expect shipment growth in 2Q21, but cautious about 2H21
Monday 12 April 2021Quanta Computer and Compal Electronics expect their notebook shipments to see double-digit sequential growths in the second quarter of 2021, but remain cautious about the second half...
Realtek facing delivery pressure for audio+LAN chips
Monday 12 April 2021Network and communication IC supplier Realtek Semiconductor reportedly is currently unable to fulfill its orders for audio+LAN chips from a number of clients, affecting the production...
Backend houses see order visibility for CIS, sensor chips through 4Q21
Friday 9 April 2021Backend houses continue to enjoy strong demand for processing IP camera chips and CMOS image sensor (CIS) chips, with their order visibility clear through the fourth quarter of 2021,...
Highlights of the day: Chromebook shipments set for sharp growth
Friday 9 April 2021The notebook market has been robust in recent months thanks to stay-at-home needs. Chromebook shipments are expected to rise sharply in 2021. Apart from Intel, some other chip vendors,...
IC and material distributors to embrace strong profit growth in 2021
Friday 9 April 2021Taiwan-based IC and material distributors are expected to see their profit growths this year outperform revenue increases, as shortages of IC parts and materials are sending prices...
Nexperia, UAES agree partnership for gallium nitride
Friday 9 April 2021Nexperia has announced a comprehensive partnership covering gallium nitride (GaN) power semiconductor devices with United Automotive Electronic Systems (UAES). The program will focus...
- As Biden works to fix chips shortage, Intel promises help for automakers (Apr 12) - Reuters
- GM extends North America production cuts due to chip shortage (Apr 8) - Reuters
- Electric-vehicle shift becomes life-or-death risk for automakers (Apr 8) - Bloomberg
- Why shortages of a US$1 chip sparked crisis in the global economy (Apr 6) - Bloomberg
- Subaru cuts output by 10,000 vehicles over chip shortage (Apr 6) - Nikkei Electronics Asia
- Intel CEO to attend White House meeting on chip supply chain (Apr 6) - Reuters
- Chip shortage costs carmakers output of 1.3 million vehicles (Mar 31) - Bloomberg
- Renesas says normal production at fire-hit chip plant to take 100-120 days (Mar 30) - Reuters
- China EV maker Nio halts production for 5 days on chips shortage (Mar 26) - Bloomberg
- Volvo hit by semi-conductor shortage, sees negative impact on earnings and cash flow (Mar 23) - Reuters