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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.