The carmaking industry has been plagued by components shortages for months, but TSMC says its supply of automotive chips to clients should start to improve in second-quarter 2021. But the automotive chip shortage is a structural problem where cars need more electronic components, intensifying competition between carmakers and IT firms for foundry support. And at Samsung, tight in-house foundry capacity as a result of a previous power outage hitting one of its fabs in the US is sending the Korean giant looking to outsource some of its chip production.
The Vietnamese government approved many industrial park expansion projects in 13 of its provinces in the first quarter of 2021 in a bid to accommodate growing investments, according to media reports from Vietnam.
Taipei 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 components, car electronics, electric vehicles (EV) and IoT innovations.
India-based Bharti Enterprises is to develop IoT and other communication devices with local EMS Dixon Technologies to capitalize on the government policy designed to encourage local production, according to a media report from India.
Teco Electric & Machinery has acquired a 25% stake in ZEPT, a Taiwan-based startup that develops powertrain modules used in electric vehicles (EVs), for cooperation in developing EV-use power systems and tapping corresponding markets.
TSMC 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, judging from the fact TSMC has recently vowed to spend US$100 billion on capacity expansions in the next three years. ODMs Quanta Computer and Compal Electronics are optimistic about their notebook shipment growths in second-quarter 2021, but remain wary of components shortages undermining their shipments for full-year 2021. Shortages of audio+LAN chips from Realtek have been described as one of the major factors stalling production for many end-market devices, including Chromebooks.
The 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 to industry observers.
Taiwan recorded exports totaling US$35.89 billion in March 2021, the highest-ever monthly level with growths of 29.1% sequentially and 27.1% on year, while the imports reached US$32.23 billion, also a monthly record, growing 38.4% sequentially and 27.0% on year, according the Ministry of Finance (MOF).
Backend 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, according to industry sources.
The 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, such as MediaTek and Elan, are poised to see robust growths in reenues from the Chromebook segment. ODM Wistron saw its notebook shipments spiked 52% on year in first-quarter 2021. The smatphone market is also recovering, and Apple is expected to adopt teh more power-efficient LTPO backplane technology for OLED displays in the premium models of its next-generation iPhone lineup.
Foxconn Electronics (Hon Hai) founder Terry Gou will invest in EirGenix, a Taiwan-based contract development and manufacturing operator (CDMO) for biotechnological pharmaceuticals, to become its biggest shareholder.
Vietnam has joined the CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) and RCEP (Regional Comprehensive Economic Partnership), and has signed FTAs (free-trade agreements) with the EU and the UK. These deals have positioned Vietnam as a preferred location for manufacturers seeking to disperse their capacity deployments amid the US-China trade disputes.
IC testing interface solution provider Chunghwa Precision Test (CHPT) has upgraded its factory in northern Taiwan into 5G-based smart facility through cooperation with Chunghwa Telecom (CHT), its parent company, according to CHPT.
Taiwan's Ministry of Transportation and Communications (MOTC) has set aside a budget of NT$8.5 billion (US$299 million) for 2021-2024 to promote development and production of electric buses, and use of such buses in public transportation.