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Friday 16 April 2021
Highlights of the day: TSMC steps up car chip production
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.
Friday 16 April 2021
Mobiletron expects electric bus revenue proportion to reach 30% in 2021
Automotive electronic component maker Mobiletron Electronics expects the proportion of sales from electric buses to rise from 13.5% in 2020 to 30% in 2021, according to company chairman Kim Tsai.
Thursday 15 April 2021
Vietnam expanding local industrial parks
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.
Thursday 15 April 2021
Taipei AMPA and Autotronics Taipei 2021 kick off
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.
Wednesday 14 April 2021
India Bharti to develop IoT devices with Dixon
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.
Wednesday 14 April 2021
Wistron partners with AppWorks to recruit startups for emerging businesses
Wistron has partnered with AppWorks to activate an accelerator program, aiming to recruit startups particularly from the AI, cloud computing and cyber security industries.
Wednesday 14 April 2021
Teco invests in ZEPT
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.
Wednesday 14 April 2021
Taiwan starts self-driving open road test
Taiwan has started testing self-driving vehicles on open roads, accrding to the Ministry of Economic Affairs (MOEA).
Tuesday 13 April 2021
Notebook ODMs remain upbeat about 2Q21 shipments
Notebook 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 the quarter.
Monday 12 April 2021
Highlights of the day: TSMC may spend even more this year
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.
Monday 12 April 2021
Realtek Ethernet chip shortages not to have much impact on automotive supply chain
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.
Monday 12 April 2021
Quanta, Compal expect shipment growth in 2Q21, but cautious about 2H21
Quanta 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 of the year.
Monday 12 April 2021
Taiwan March exports hit record
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).
Friday 9 April 2021
Lite-On Tech sees March revenues rise
EMS provider Lite-On Technology has reported consolidated revenues of NT$13.238billion (US$466 million) for March, increasing 27.27% sequentially and 5.06% on year.
Friday 9 April 2021
Server industry sees component supply growing tighter in 2Q21
Server components including ICs, passive components, cables and chassis have seen supply growing tighter in the second quarter, according to sources from the server supply chain.
Friday 9 April 2021
Backend houses see order visibility for CIS, sensor chips through 4Q21
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.
Friday 9 April 2021
Highlights of the day: Chromebook shipments set for sharp growth
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.
Friday 9 April 2021
Wistron sees over 50% surge in notebook shipments in 1Q21
Wistron shipped a total of 5.4 million notebooks in the first quarter of 2021, up 52.1% from a year earlier, while revenues grew by a slight 2% on year to NT$177.14 billion (US$6.23 billion).
Friday 9 April 2021
Foxconn founder invests in biotech firm
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.
Thursday 8 April 2021
Business opportunities in Vietnam: Q&A with Keven Cheng, Taiwan Trade Center director in Ho Chi Minh City
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.
Wednesday 7 April 2021
Foxconn posts 45% revenue surge in 1Q21
Foxconn Electronics (Hon Hai) has reported consolidated revenues climbed 44.5% on year to NT$1.34 trillion (US$47 billion) in the first quarter of 2021, which came within the company's guidance range.
Wednesday 7 April 2021
Largan warns of slow shipment pull-ins for April
Smartphone-use lens module maker Largan Precision has warned that order pull-ins from its clients may turn weak in April due to insufficient supplies of sensors and other IC parts.
Wednesday 7 April 2021
HTC to launch new 5G phones, AR/VR devices in 2Q21
HTC plans to launch new 5G smartphone models, AR/VR hardware products and related solutions in the second quarter of 2021 to stimulate sales, according to industry sources.
Tuesday 6 April 2021
CHPT cooperates with CHT to set up 5G-based smart factory
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.
Tuesday 6 April 2021
Taiwan promoting electric buses in public transport
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.