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Fri, May 7, 2021
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Friday 7 May 2021
Asia Optical fully utilizes capacity for optical lenses used in video conferencing
Asia Optical has fully utilized capacity for optical lenses used in video conferencing devices thanks to continued strong demand in the wake of coronavirus pandemic, according to company chairman Robert Lai at a May 6 investor conference.
Friday 7 May 2021
Strong PC peripheral demand boosts Chicony 1Q21 revenues, profits
Notebook-use keyboard and CCM (compact camera module) maker Chicony Electronics saw its revenues, gross margins and operating profits all hit record highs in the first quarter of 2021, buoyed by a strong influx of orders for PC applications.
Thursday 6 May 2021
Advantech to see 2Q21 shipments hit by component shortage
Industrial PC maker Advantech expects its second-quarter 2021 sales to be affected by the ongoing shortages of upstream components, with 5-10% of the orders set to see delays in delivery, according to the company.
Thursday 6 May 2021
Highlights of the day: Foxconn-Yageo JV targets small ICs
EMS giant Foxconn, taking a step further in its transformation, has formed a joint venture with passive component maker Yageo for the development and sales of what they call "small ICs" - semiconductor chips with ASP lower than US$2.00. Meanwhile, TSMC has seen orders from Bitmain pick up for 5nm chips used in cryptomining. TSMC is also expected to make 6nm processors for Sony's redesigned PS5 games console.
Thursday 6 May 2021
TSMC sees orders for cryptomining chips pick up
Bitmain, a vendor of bitcoin mining ASICs and equipment, has placed 5nm chip orders with TSMC with production slated to kick off starting the third quarter, according to industry sources.
Thursday 6 May 2021
Foxconn, Yageo to form semiconductor JV
Foxconn (Hon Hai) Technology Group and Yageo have announced plans to form a joint venture for the development and sale of semiconductors.
Thursday 6 May 2021
Largan sees decreased April revenues
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$3.399 billion (US$120 million) for April, decreasing 15.26% sequentially and 27% on year.
Thursday 6 May 2021
Suppliers to gear up for PS5 redesign
Suppliers including foundry TSMC are expected to kick off production for the redesign of Sony's PlayStation 5 (PS5) games console between the second and third quarters of 2022, according to industry sources.
Thursday 6 May 2021
Chicony Power has order visibility till 3Q21
Power supply maker Chicony Power Technology has obtained orders with shipments scheduled until third-quarter 2021, according to the company.
Wednesday 5 May 2021
Apple may lead AIO PC market with new iMac
With chip and component suppliers prioritizing their shipments supporting high-end products, such as the iMac, Apple is likely to overtake HP as the top all-in-one (AIO) PC brand vendor, according to industry sources.
Tuesday 4 May 2021
Samsung sees profit drop in Vietnam in 2020
The four major subsidiaries of Samsung Electronics in Vietnam garnered revenues of US$63.25 billion in 2020, decreasing 4% from a year earlier, with their combined earnings sliding to US$3.8 billion from US$4.3 billion during the same period, according to local media reports.
Tuesday 4 May 2021
MSI posts record profit for 1Q21
Motherboard and graphics card maker Micro-Star International (MSI) has reported net profits climbed 109.3% sequentially and 233.5% on year to a record high of NT$4.17 billion (US$149.2 million) in the first quarter of 2021.
Monday 3 May 2021
Highlights of the day: Demand for TSMC 28nm process remains strong
Sony's CIS orders may have failed to materialize, but strong demand from other major clients have quickly filled the gap that would have been occupied by the Japanese vendor at TSMC. Persistently tight supply in the semiconductor sector has sent IC substrate suppliers looking to expand capacity. But some major Taiwanese suppliers are asking AMD to fund new lines that would cater to the client alone. In the notebook market, global shipments are expected to exceed 62 million units in second-quarter 2021, driven by gaming and education devices.
Monday 3 May 2021
Taiwan IC substrate suppliers negotiating new deals with AMD
Major Taiwan-based IC substrate suppliers Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology are negotiating with AMD a new form of supply deals under which the suppliers would build production lines dedicated to serving the US client, according to industry sources.
Monday 3 May 2021
TSMT to trial surface mounting for Macbook-use miniLED backlights
Taiwan Surface Mounting Technology (TSMT) will trial surface mounting of miniLED chips, ICs and other components on PCBs for use in backlighting of two MacBook models to be launched in second-half 2021, according to industry sources.
Monday 3 May 2021
Global server shipments slip 1.6% in 1Q21, but to grow over 10% in 2Q21
Global server shipments are expected to slip by only 1.6% sequentially in the first quarter of 2021 despite the quarter being a traditional slow season, according to Digitimes Research's latest figures from its Server Tracker.
Friday 30 April 2021
Lite-On Technology sees record net profit in 1Q21
Lite-On Technology released financial report for the first quarter of 2021, with net profit reaching NT$4.263 billion (US$150 million), the historically highest quarterly level.
Friday 30 April 2021
M1 chip takes credit for record Mac sales in 1Q21
Apple saw first-quarter 2021 sales of its MacBook series adopting M1 chips grow 4.9% sequentially and 70.09% on year to a record quarterly high of US$9.102 billion, mainly driven by growing popularity of in-house developed M1 processors and strong demand for stay-at-home applications, according to Apple CEO Tim Cook.
Friday 30 April 2021
Delta upbeat about 2Q21
Power supply and energy management solution provider Delta Electronics expects sales in the second quarter to outperform the prior quarter's levels, judging from better order visibility for the quarter.
Friday 30 April 2021
Intel may face challenges in providing foundry services
Intel has advanced chip manufacturing technologies, but it may still experience challenges in its bid to provide wafer foundry services to third-party companies, according to sources from the semiconductor industry.
Thursday 29 April 2021
Apple reports over 50% on-year growth in fiscal 2Q21 revenues
Apple has announced financial results for its fiscal 2021 second quarter ended March 27, 2021, posting revenues of US$89.6 billion, up 54% on year, and quarterly earnings per diluted share of US$1.40.
Thursday 29 April 2021
Syncmold extending production
Hinge and TV/monitor stand maker Syncmold Enterprise is looking to extend production to hinges used in notebooks, and to components of fitness equipment, foldable devices, smart devices, electric vehicles (EV) and 5G-related products.
Wednesday 28 April 2021
SK Hynix posts operating profit and revenue increases in 1Q21
SK Hynix has reported operating profit climbed 37% sequentially and 66% on year to KRW1.32 trillion (US$1.19 billion) in the first quarter of 2021, while revenue grew 7% on quarter and 18% from a year earlier to KRW8.49 trillion.
Tuesday 27 April 2021
Highlights of the day: Intel striving to fend off AMD in server market
Intel's overall sales for first-quarter 2021 were flat but revenues from its datacenter business dropped 20% on year, seriously undermining the chip giant's profitability. Intel has now released its third-generation 10nm Xeon datacenter processors codenamed Ice Lake to bolster its market leadership. The release of the new processors is expected to trigger a wave of replacement demand, and server ODMs are looking forward to double-digit growths in shipments in second-quarter 2021. Meanwhile, MCU supplier Holtek has disclosed its dlivery lead times have stretched to more than six months due to tight supply at foundry and backend houses.
Tuesday 27 April 2021
AcBel steps into EV components
Power supply maker AcBel Polytech has landed orders for electric vehicle (EV) components from two clients, with production to begin at year-end 2021, according to company president Jerry Hsu.