Outbreak impact: Semiconductor

The semiconductor ecosystem is feeling the heat of the outbreak.

  • Devices+vendors+are+keen+to+incorporate+Wi%2DFi+6+to+enhance+connectivity
    As network connectivity is growingly necceary for users of notebooks and other electronics devices in their remote work and learning activities, a new ecosystem associated with the...
  • ASICs+vendors+see+strong+demand+from+China
    Taiwan-based ASIC and SoC design service providers including Alchip, Faraday Technology and Global Unichip continue to see robust demand from China's chipmaking industry, which has...
  • Demand+for+notebooks+remains+robust
    Taiwan-based IC design houses, particularly those specializing in PC related chip solutions, stay upbeat about their sales performance in the second quarter of 2020, according to...
  • Serve+PC+demand+will+remain+robust+in+3Q20
    Server PCB specialists Tripod Technology, Gold Circuit Electronics (GCE) and Allied Circuit have seen clear order visibility through the end of July and are optimistic that their...
  • Memory spot prices stabilize

    Wednesday 27 May 2020
    Stability+seen+in+memory+spot+prices+recently
    Memory spot market prices have stopped falling, indicating consumer sentiment could be improving, according to industry sources.
  • China+plans+to+spend+big+on+infrastructure+construction+in+the+next+five+years
    China's National Development and Reform Commission has disclosed the scope of new infrastructure construction intended to facilitate digital transformation, smart upgrading and integration...
  • Demand+beyond+2Q20+remains+opaque
    Taiwan's makers of handset-use HDI boards have yet to feel the pinch of waning handset sales so far this year and are expected to enjoy stable shipments through second-quarter 2020,...
  • Demand+from+data+centers+drove+NAND+flash+growth+in+1Q20
    Revenues of the global NAND flash industry increased 8.3% sequentially to US$13.58 billion in the first quarter of 2020, thanks mainly to growth in demand for datacenter applications,...
  • Handset+camera+lens+sensor+shipments+will+drop
    Sensor shipments for handset camera lens are expected to drop further in the second quarter of 2020, due to a plunge in end-market demand and excess inventory in the supply chain,...
  • China+is+unlikely+to+attain+its+IC+self%2Dsufficiency+goal
    IC production in China represented 15.7% of its US$125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014, according to IC Insights. The share is forecast...
  • ITRI
    The output value of Taiwan's semiconductor industry is forecast to increase 4-5.7% in 2020, despite headwinds from the coronavirus pandemic, according to the government-sponsored...
  • Semiconductor+equipment+billings+stay+above+US%242+billion
    Billings among North American manufacturers of semiconductor production equipment stayed above US$2 billion for the seventh consecutive month in April 2020, according to SEMI.
  • Graphics+card+demand+is+expected+to+remain+robust+throughout+2020
    Graphics card manufacturers including Asustek Computer, Micro-Star International (MSI) and Gigabyte Technology are expected to see their shipments continue ramping up and grow through...
  • NAND+flash+contract+prices+expected+to+hold+flat+in+3Q20
    NAND flash memory contract prices are expected to stay flat in the third quarter, as demand for notebooks remains stable, according to Wallace Kou, president and CEO of Silicon Motion...
  • Phison+is+confident+about+its+sales+for+2020
    Flash device controller supplier and module maker Phison Electronics remains optimistic about its profit performance this year, despite challenges arising from the coronavirus pand...
  • Chinese+handset+vendors+have+strong+demand+for+CIS
    Taiwan-based IC distributors have recently received an influx of short lead-time orders for CMOS image sensors (CIS) from the smartphone sector in China, with prospects of landing...
  • Healthcare+applications+are+in+strong+demand
    Taiwan-based MCU suppliers have gained more capacity support from their 8-inch foundry partners, allowing them to significantly ramp up shipments for forehead thermometers and other...
  • GCE+reported+profits+for+1Q20
    Taiwan-based Gold Circuit Electronics (GCE), specialized in high-end PCBs for servers, notebooks and networking applications, swung to net profits of NT$399 million (US$13.3 million)...
  • The+car+market+in+China+is+weak
    Automotive components demand in China is expected to drop 20-30% on year in second-quarter 2020 due to the coronavirus pandemic, despite a sequential rebound from the lows in the...
  • Component+and+labor+shortages+are+hurting+the+server+supply+chain
    Despite clients' strong short lead-time orders, the server supply chain is currently facing shortages of both components and labor, hindering their shipments in the second quarter,...
  • Macronix cautious about 3Q20

    Wednesday 13 May 2020
    Macronix+president+CY+Lu
    Macronix International's growth in the third quarter of 2020 may not enjoy peak seasonal effects as seen in past years, due to growing economic uncertainty arising from the coronavirus...
  • Lockdown+needs+have+shored+up+demand+for+notebooks
    Taiwan-based IC design houses continue to see an influx of additional orders from major brand vendors, with clear order visibility for diverse niche and peripheral chips extending...
  • VCSEL+demand+is+expanding
    VCSEL (vertical-cavity surface-emitting laser) chip demand for 5G base station equipment, networking devices and even optical communications applications has got on track for stable...
  • TSMC+is+spending+big+on+advancing+its+technology
    TSMC's board of directors has approved a budget of about US$5.7 billion for new fab facility constructions, and advanced-node manufacturing capacity installation and upgrade, as well...
  • MediaTek%27s+sales+declined+in+April
    MediaTek has reported consolidated revenues of NT$20.55 billion (US$688.6 million) for April 2020, down 4.7% sequentially and nearly 10% on year.
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