Apple reportedly has decided to scale down the die size by 40-50% for VCSEL chips used in 3D face ID sensors for new iPhone and iPad devices to be rolled out later in 2021, a move that will help the vendor sharply cut production cost but may reduce total wafer output for such chips, according to industry...
WPG posts record revenue, profit for 1Q21
IC distributor WPG has reported net profit of NT$2.42 billion (US$86.5 million) on revenue of NT$177.11 billion for the first quarter of 2021, with both results hitting record highs. EPS for the quarter came to NT$1.44.
ESMT enjoys handsome profit
Memory IC design house Elite Semiconductor Memory Technology (ESMT) saw its unaudited profits for the first four months of this year outpace the total for the first three quarters of 2020, buoyed by rising specialty DRAM prices.
Samsung Electronics has announced plans to invest a total of KRW171 trillion (US$151 billion) in its system LSI and foundry businesses through 2030, an increase of KRW38 trillion from the KRW133 trillion targeted previously.
Analog IC specialist GMT expects record revenue in 2Q21
Taiwan-based Global Mixed-mode Technology (GMT), a supplier of analog and power management (PWM) ICs, expects to see its second-quarter revenue grow up to 10% sequentially to a record high.
Components shortages have been troubling the notebook industry for months. ODM Pegatron's previous optimism that its second-quarter 2021 notebook shipments would grow 25-30% has now been reduced to a projection of only 5-10% increase...
Asustek sees notebook supply remain constrained
A worsening shortage of semiconductors, such as audio codec chips, display driver ICs and power management chips, continues to constrain the supply of notebooks, according to Asustek Computer.
MediaTek steps up hiring
MediaTek has kicked off its recruitment campaign for 2021, with plans to hire over 2,000 additional R&D staff, according to the Taiwan-based IC design house.
Small sensors, big goals: Q&A with ForceN CEO Robert Brooks and VP of engineering Albert Chen
The advent of Internet of Things (IoT) and Industry 4.0 has increased the demands for robots and edge computing, and the tasks are becoming more and more complex. Force sensors are critical to preventing the machines from breaking. Toronto-based startup ForceN has developed customizable force sensors...
Global chip shortage to persist until 2Q22, says Gartner
The worldwide semiconductor shortage will persist through 2021, and is expected to recover to normal levels by the second quarter of 2022, according to Gartner.
AP Memory sees IoT RAM revenue surge
AP Memory Technology, a subsidiary of Powerchip Technology specializing in customized memory chip designs and IPs, has disclosed revenue generated from orders for IoT RAM products hiked 400% on year in the first quarter of 2021 with clear order visibility stretched to as long as six months.
Highlights of the day: Device makers turn cautious
Device makers may be heading towards inventory correction next quarter, as they revisit their production plans amid weakenig demand in some major markets. Taiwan-based chipmakers have seen some clients slow down the pace of orders. But...
Image sensor specialist PixArt Imaging expects to post a revenue increase of 10-15% sequentially in the second quarter of 2021, with gross margin reaching over 57%.
Supply of eMMC storage devices stays tight
The supply of eMMC storage devices has been constrained by shortages of related memory chips and components so far in 2021, affecting negatively shipments of entry-level and mid-range handsets, according to industry sources.
Taiwan OSATs see order preparation times extended
Major Taiwan-based OSATs including ASE Technology, Powertech Technology (PTI), Chipbond Technology and ChipMOS Technologies have seen their order preparation times extended to three months from 1-2 months, as upstream raw materials shortages intensify, according to industry sources.
Intel launches new notebook CPUs
Intel has launched its new Core H series mobile processors (Tiger Lake-H) led by the Core i9-11980HK, targeting the gaming, Creator and enterprise notebook markets.
Taiwan-based IC design houses have seen terminal customers start slowing down their pace of orders, and are aware that downstream device makers will be revisiting their production plans and closely monitoring chip inventories they hold over the next quarter, according to industry sources.
Highlights of the day: ICT orders from India slowing
Taiwan MCU vendors set to enjoy strong 2Q21
Taiwan-based MCU specialists are set to post sequential revenue increases of 30% or more for the second quarter of 2021, as clients have sustained strong shipment pull-ins after advancing order placements to secure sufficient supply amid worsening components shortages, according to industry sources.
Phison optimistic about 2Q21
NAND flash device controller and module supplier Phison Electronics has reported better-than-expected profits for the first quarter of 2021, and is optimistic about its operations in the second quarter.
Taiwan IC design houses may see disappointing 2Q21 sales
Taiwan-based IC design houses may post disappointing revenues for the second quarter of 2021, as a resurgence of COVID-19 infections in India has led to an overall deceleration in sales of handsets, tablets and other consumer technology products locally, according to industry sources.
Highlights of the day: UMC adjusting foundry quotes
Tight capacity and strong demand have been sending foundry service quotes rising. UMC has plans to raise its 28nm process quotes by almost 13% in July, and will adjust them upwards again in first-quarter 2022. MediaTek has received sufficient...
Memory price rally boosts ESMT profit in 1Q21
Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) saw its net profit climb over 100% on both sequential and on-year bases to NT$645 million (US$23.22 million) in the first quarter of 2021.
Phison sees revenue boom
NAND flash device controller and module supplier Phison Electronics saw its cumulative 2021 revenue through April increase about 9% on year to NT$17.98 billion (US$647.5 million), higher than those generated during the same period in previous years.
MediaTek looking to use TSMC InFO_PoP for handset APs
MediaTek is developing new flagship handset SoCs with performance specs comparable to Apple's A series APs for iPhones, and may also adopt TSMC's advanced InFO_PoP packaging technology for the new chips, according to industry sources.
Taiwan notebooks – 1Q 2021
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter...
Global server market – 1Q 2021
First-quarter 2021 global server shipments amounted to 3.78 million units, down only 1.6% quarter-over-quarter and up 5.2% ye...
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...