IC design, distribution
  • Intel expanding production capacity, particularly for 14nm processors
    Notebook ODMs have again been hit by Intel CPU shortages. But Bob Swan, visiting Taiwan for the first time as Intel's CEO, said his company is expanding production capacity, particularly for 14nm processors. Swan noted that Taiwan has...
  • Swan
    Intel will be gradually expanding its foundry production capacity, particularly for 14nm process this year, according to company CEO Bob Swan. Swan and other Intel executives arrived in Taiwan earlier this week meeting with local partners and suppliers.
  • 5G and AI applications will be driving Intel's growth over the next decade
    The emerging 5G and AI applications will be driving Intel's growth over the next decade, market observers believe.
  • Texas Instruments is revamping the way of selling its products
    Texas Instruments is revamping the way of selling its products, relying less on distributors. TI earlier this month decided to terminate Avnet's rights to distributing its products starting 2021, and Taiwan-based WPG and WT Micro have just disclosed their distribution...
  • Qualcomm has recently joined Taiwan's 5G Alliance
    Qualcomm has recently joined Taiwan's 5G Alliance and will partner with Taiwan's OEM/ODMs and academies to conduct 5G research, according to Alex Orange, senior director of Government Affairs at Qualcomm Southeast Asia&Pacific and Taiwan.
  • The global IC foundry industry output value will grow by a CAGR of 5.3%
    The global IC foundry industry output value will grow by a CAGR of 5.3% to reach US$75.42 billion in 2024, the final year of a five-year forecast period, driven by chip demand for 5G, AI and HPC applications, according to Digitimes Research.
  • Strong years ahead for Novatek
    LCD driver IC design specialist Novatek Microelectronics is expected to enjoy a strong fourth-quarter 2019, thanks to continued ramp-up in TDDI chip shipments, coupled with revenues generated from its new optical fingerprint sensor products, according to market sources.
  • WPG and WT Micro have disclosed that they will discontinue their TI chip and component offerings
    Taiwan-based IC distributors WPG Holdings and WT Microelectronics have disclosed that they will discontinue their Texas Instruments (TI) chip and component offerings starting from 2021 after the US firm terminates their distribution rights.
  • Notebook ODMs are scrambling to secure supply from Intel for its 14nm CPUs
    Preparations for the year-end shopping season and extra inventory build-ups at clients to avoid extra US tariffs are heaping strong pressure on notebook ODMs who are not receiving sufficient support from Intel. They thought the Intel processor shortfall had eased, only to find out that 14nm...
  • China's de-Americanization campaign has emerged as the largest black swan for 5G chips market
    China's de-Americanization campaign, a move aimed at cutting reliance on the US suppliers of crucial semiconductor components and technologies, has emerged as the largest black swan affecting the development of the 5G chips market in 2020, according to industry observers.
  • Intel 14nm CPU in shortages
    Notebook ODMs are scrambling to secure supply from Intel for its 14nm CPUs that have again been hit by shortages ahead of the year-end holiday season, according to industry sources.
  • TSMC with its competitive 7nm process technology has obtained orders for made-for-AI chip processors
    It is not just application processors vendors that have been scrambling to secure production capacity for making their 5G offerings at TSMC's 7nm node, which is also catering to AI processors developers, such as Nvidia, Xilinx and Bitmain...
  • Pingtouge unveils first AI chip
    TSMC with its competitive 7nm process technology has obtained orders for made-for-AI chip processors from Nvidia, Xilinx and Qualcomm, and a number of China-based vendors such as Huawei, Bitmain and Alibaba, according to industry sources.
  • Global demand for 5G chips supporting the sub-6 GHz standards is likely to gain momentum
    Global demand for 5G chips supporting the sub-6 GHz standards is likely to gain momentum as telecom operators in China, which has the potential to become the world's largest market for 5G phones, have given the priority to the development of related sub-6 GHz technology instead of mmWave one, according...
  • MediaTek is set to roll out more 5G SoCs next year
    Device pricing is expected to be a major factor determining the pace of growth in China's 5G smartphone market next year, and Chinese vendors are keen to make sure that their phones are affordable. Naturally they are demanding their componets...
  • AMD CPUs gain affection from enterprise applications
    AMD, in addition to growing presence in the PC DIY market, has also seen rising momentum in the enterprise segment with the adoption of its CPUs in Chromebooks, servers and regular notebooks.
  • Handset component suppliers are facing increasing pressure from China's handset vendors
    Handset component suppliers, particularly those for camera modules, displays and acoustic devices, are facing increasing pressure from China's handset vendors to lower their quotes for components for 5G-enabled phones as Chinese vendors are aiming at reducing 5G phone prices significantly in 2020,...
  • MediaTek is scheduled to roll out the company's first 5G SoC for sub-6GHz networks in early 2020
    MediaTek is scheduled to roll out the company's first 5G SoC for sub-6GHz networks in early 2020, with plans to launch its second 5G mobile chip that will also support sub-6GHz in the first half of next year, according to industry sources.
  • Macronix has announced its secure flash memory is adopted for Renesas' embedded AI solutions
    Macronix International has announced its secure flash memory is adopted for Renesas Electronics' embedded artificial intelligence solutions that use Arm-based processors for a range of AI-intensive applications.
  • The semiconductor supply chain is eyeing the robust demand from 5G commercialization
    The semiconductor supply chain is eyeing the robust demand from 5G commercialization. IC designers are designing chips supporting 5G, and in turn their backend partners are also gearing up development of AiP packaging process to suppor...
  • Jilei Hou, senior engineering director and head of AI research group at Qualcomm
    Incorporating AI capabilities into terminal edge devices has become an inevitable trend, as intelligent devices are needed to facilitate effective machine-to-machine communication crucial for stable operations at IoT application scenarios, according to Jilei Hou, senior engineering director and head...
  • ASE gearing up for AiP packaging process for the manufacture of mmWave 5G devices
    TSMC and other major Taiwanese IC backend service providers including ASE Technology and Powertech Technology (PTI) are ready to offer, or have exerted efforts to develop, AiP (antenna-in-package) packaging process for the manufacture of mmWave 5G devices, according to industry sources.
  • Total wafer shipments in 2019 are expected to decline 6%
    Total wafer shipments in 2019 are expected to decline 6% from last year's historic high, with growth resuming in 2020 and shipments reaching a new high in 2022, according to SEMI.
  • Notebook brand vendors asking their ODMs to accelerate the relocation
    Notebook brand vendors who hesitated about moving production out of the China in the wake of the trade war are now determined that they need to do so, as the disputes between the two superpowers are unlikely to end anytime soon. The vendors are now asking their ODMs to accelerate...
  • Worldwide sales of semiconductors posted a year-over-year decline
    Worldwide sales of semiconductors posted a year-over-year decline for the eighth consecutive month in August 2019.

Global notebook shipment forecast, 2020 and beyond

Global server shipment forecast, 2020 and beyond

Taiwan handsets – 2Q 2019

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

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