Archive
6 May 2021
CCL maker Iteq upbeat about 2Q21
Niche-market touch panel prices to rise on higher upstream costs
Nichia setting up miniLED chip production capacity
Advantech to see 2Q21 shipments hit by component shortage
ASML, Applied hiring talent in Taiwan
Highlights of the day: Foxconn-Yageo JV targets small ICs
Realtek posts record 1Q21 profit
TSMC sees orders for cryptomining chips pick up
Foxconn, Yageo to form semiconductor JV
Largan sees decreased April revenues
Suppliers to gear up for PS5 redesign
Europe urged to install 3 million public charging piles by 2030
Chicony Power has order visibility till 3Q21
Samsung to regain top semiconductor supplier ranking in 2Q21, says IC Insights
5 May 2021
Highlights of the day: White-box server demand growing fast
Thailand car sector exports up 43.11% on year in March
Driver IC backend capacity utilization unstable
EISO expects to run at full capacity throughout 2021
GaAs foundry AWSC to post revenue growth through June
Taiwan IC design houses bracing for strong sales in 2Q21
Rising ASPs to boost Nanya, Winbond 2Q21 revenues
VIS raises capex outlook for 2021
GlobalWafers expects silicon wafer demand to stay robust through 2023
Apple may lead AIO PC market with new iMac
Epistar sees LED orders shifted from Osram Opto
Taiwan small- to mid-size LCD panel shipments to grow sequentially in 2Q21
Pandemic deters Taiwan managers from working in India
South Korea ranks third in Indonesia 1Q21 FDI
Global 1Q21 semiconductor sales grow 3.6%, says SIA
White-box ODMs see increasing penetration in global server shipments
IKKA to be listed on TWSE
4 May 2021
China 1Q21 smartphone shipments increase 9%, says Digitimes Research
Highlights of the day: Packaging materials in severe shortage
Automotive protective component demand promising
Samsung sees profit drop in Vietnam in 2020
Global tablet shipments drop sequentially in 1Q21
Silicon wafer shipments edge higher in 1Q21 to set new record, SEMI reports
Taiwan quartz component suppliers to embrace bright prospects for 2H21
GCS to increase investment in Unikorn
MediaTek to scale down 4G mobile chip shipments
Automotive chip probing demand to stay robust through end-2021
OSATs face increasingly tight supply of packaging materials
MediaTek accounts for over 50% of China smartphone AP shipments in 1Q21
MSI posts record profit for 1Q21
PV power fast developing in Singapore, Vietnam
Nichia patent invalidated in China
Adata holds record-high inventory
Beyond Limits to set up R&D center in Taiwan
Intel to invest US$3.5 billion to boost advanced packaging technologies
3 May 2021
MiniLED-backlit iPad Pro to account for 10% of Apple tablets in 2021
Highlights of the day: Demand for TSMC 28nm process remains strong
Chromebook shipments remain strong in 1Q21
Taiflex to raise FCCL capacity by 15-20% in 2021
Taiwan IC substrate suppliers negotiating new deals with AMD
TSMT to trial surface mounting for Macbook-use miniLED backlights
Industry alliance crucial to SiC advancement in Taiwan, says Actron chair
Global notebook shipments to surpass 62 million units in 2Q21
Tight supply of VA compensation films undercuts polarizer output
Raging pandemic slowing production relocation to India
Booming sales of AMD HPC chips to benefit IC distributors, testing firms
Global server shipments slip 1.6% in 1Q21, but to grow over 10% in 2Q21
TSMC ramping 28nm chip output despite cutback in orders from Sony
Eternal Materials sees increasing shipments for miniLED packaging sealant
Shipments of SoC adopting Andes IP hit record high in 2020
Taiwan 1Q21 economic growth estimated at 8.16%
30 Apr 2021
Highlights of the day: Component makers still enjoy strong order visibility
Lite-On Technology sees record net profit in 1Q21
Advantech 1Q21 revenues, profits hit first-quarter records
Vendors of 3D sensors, PA, VMC to brace for new iPhones starting June
M1 chip takes credit for record Mac sales in 1Q21
AUO sees customers place orders for 2022 in advance
HannStar Board, GBM see 1Q21 profits hike on year
Win Semi gearing up for robust PA demand for 5G, Wi-Fi 6E devices
Taiwan passive component makers mull further price hikes in 3Q21
China smartphone vendors see combined shipments drop in 1Q21
Delta upbeat about 2Q21
Apacer continues to stockpile chips
VC, startup ecosystem expansions: Q&A with AppWorks founder Jamie Lin
Intel may face challenges in providing foundry services
ITRI develops AI-based logistics solution
Taiwan 1Q21 patent applications up on year, says IPO
29 Apr 2021
MediaTek expects 10-18% revenue growth in 2Q21
Unimicron to relocate Kunshan PCB plant
AUO sales driven by rising prices in 1Q21
Teras Marine works with K2 Management for offshore wind farm development
Fabless suppliers hold record-high 33% of 2020 IC market
Flexium reportedly to volume ship LCP antennas for new iPhones in 2H21
Highlights of the day: UMC, VIS announce foundry capacity expansion plans
Apple reports over 50% on-year growth in fiscal 2Q21 revenues
CHPT expects probe card demand to ramp up starting 2Q21
VIS to buy AUO fab for NT$905 million
ASE raises capex projection for 2021
Apple to launch new color iPhone 12 in Taiwan
UMC expects gross margin to top 30% in 2Q21
Canadian firm Solace to power smart manufacturing and IoT in Taiwan
Syncmold extending production
China 1Q21 software revenues estimated at nearly CNY1,903 billion
Ibiden to expand high-end ABF substrate capacity
UMC to expand factory site in southern Taiwan
DRAM contract prices to rise 10% in May
28 Apr 2021
Highlights of the day: Component shortages continue to affect ICT supply chain
PCB, CCL makers under pressure from rising copper price
CyberLink nets NT$0.38 per share for 1Q21
Zheng Ding to up miniLED backlit PCB shipments for Apple devices in 2H21
BLU maker Coretronic gearing up for capacity expansion
PTI sees clear order visibility through 3Q21
Kinsus to raise ABF substrate capacity by 30% in 2021
Component shortages drag down Taiwan TV shipments in 1Q21, says Digitimes Research
PTI to further expand DRAM backend capacity
Macronix expects gross margin to rise through 4Q21
Gudeng breaks ground for new plant in northern Taiwan
LCD panels supply worsening
Taiwan IC design houses see 1Q21 gross margins hike
UMC eyeing long-term contracts with major clients
WT Micro expects up to 30% revenue surge in 2Q21
Corning expects growth momentum throughout 2021
OST scaling up IR MEMS sensor shipments for gaming notebooks
SK Hynix posts operating profit and revenue increases in 1Q21
Faraday upbeat about 1H21
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Research analysis
  1. Taiwan small- to mid-size LCD panel shipments to grow sequentially in 2Q21
  2. White-box ODMs see increasing penetration in global server shipments
  3. China 1Q21 smartphone shipments increase 9%, says Digitimes Research
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