IC design, distribution
  • Novatek saw record July sales
    Display driver IC specialist Novatek Microelectronics expects to post revenues of between NT$20 billion (US$680 million) and NT$20.6 billion in the third quarter of 2020, which will represent a sequential 7.5-10.7% increase and hit a record high for the third consecutive quarter.
  • MediaTek's 5G modem has been certified by Intel
    MediaTek has announced advances in its collaboration with Intel to bring 5G experiences to next-generation PCs with the successful development and certification of its 5G modem data card.
  • Eight-inch wafer capacity at pureplay foundries is tight
    The coronavirus pandemic is decimating businesses in various sectors, but the outlook for semiconductor foundry houses remains robust, thanks to strong stay-at-home economy. Pureplay foundries, including TSMC, UMC and VIS, have raised 8-inch...
  • Elan Microelectronics chairman and president Yeh I-hau (front)
    Touch screen IC designer Elan Microelectronics has formed a strategic alliance with LED driver IC developer Macroblock for developing chip solutions for micro LED displays, mini LED backlighting and fine-pitch displays, according to Elan.
  • Realtek saw record profits in 2Q20
    Networking IC design specialist Realtek Semiconductor has reported net profits increased 24.3% sequentially and 9.9% on year to a record high of NT$2.03 billion (US$69.1 million) in the second quarter of 2020, with EPS reaching NT$3.97.
  • Novatek reportedly is developing AI chips
    Niche IC specialist Novatek Microelectronics is reportedly engaged in the development of AI chips for accelerating edge computing at smartphones and other devices, according to industry sources.
  • PS5 is coming soon
    Sony is expected to introduce its PS5 later this year, with Taiwanese backend service providers already starting delivering shipments for the new games consoles. Construction of 5G infrastructure may still be going on in China, but PCB...
  • Semiconductor sales went up
    The global semiconductor industry posted June sales of US$34.5 billion, up 5.1% on year but down 0.3% sequentially, according to Semiconductor Industry Association (SIA).
  • Phison expects to recognize NT$4 billion from the sale of CoreStorage shares
    Flash device controller IC specialist Phison Electronics has disclosed plans to streamline its operations in China.
  • Demand from the gaming sector has been strong
    Power management IC designer Analog Integrations has seen clear order visibility through the fourth quarter and is likely to swing to profitability for the whole year of 2020, according to industry sources.
  • Huawei faces fresh US trade bans
    Bracing for fresh US trade bans, Huawei is making contingency plans, increasing purchases of third-party mobile application processors for its 5G smartphones, according to Digitimes Research, as it looks to maintain its product competitiveness,...
  • Taiwan's economy contracted in 2Q20
    Taiwan's economic growth for second-quarter 2020 is preliminarily estimated at -0.73%, 1.23pp lower than the 0.50% increase forecast in May 2020, according to the Directorate General of Budget, Accounting and Statistics (DGBAS).
  • ASE Technology expects sales generated by its EMS business drive its overall revenue growth in 3Q20
    ASE Technology Holding expects to generate sequential revenue growth through the fourth quarter of 2019, judging from a substantial pick-up in orders for communications chips.
  • MediaTek 5G SoCs popular with Chinese handset vendors
    MediaTek has estimated its third-quarter 2020 revenues will reach NT$82.5-87.9 billion (US$2.75-2.79 billion) for a 22-30% sequential growth, well beyond market expectations, as shipments for all its product lines, particularly Dimensity series 5G SoCs, will rise significantly.
  • Huawei is making contingency plans against fresh US trade bans
    Huawei is increasing the proportion of mobile application processors (APs) from third-party suppliers for its smartphones, reducing use of Kirin chips from its subsidiary HiSilicon Technologies, as a contigency against the US trade ban, according to Digitimes Research.
  • Silicon Motion CEO
    NAND flash device controller specialist Silicon Motion Technology expects to post revenues of between US$114 million and US$120 million in the third quarter of 2020, down 12-17% sequentially, with gross margin reaching 47.5-49.5% compared with 50% in the prior quarter.
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)
  • NAND flash and DRAM are the top-2 IC segments
    DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to IC Insights.
  • Nvidia sees rising revenues from datacenter business
    Nvidia is enjoying rising demand for its Ampere-based A100 GPUs from datacenter operators including Amazon Web Services (AWS), Baidu and Microsoft, and saw revenues from the datacenter business come close to those from gaming.
  • The company sees record sales
    MOSFET chip specialist Excelliance MOS saw its revenues for second-quarter 2020 spike 52.6% sequentially and 25.6% on year to a record high of NT$534 million (US$17.80 million), and net earnings for the period also reached a new high at NT$86.98 million with a 38.1% sequential growth, according to...
  • Driver IC vendors will see sales increase in 3Q20
    Most Taiwan-based LCD driver IC suppliers have seen their order visibility improve as handset brands gear up for the launch of new models in the third quarter, and PC and notebook makers place more component orders to meet rising replacement demand from the end-market, according to industry sources.
  • TSMC leads local peers in invention patent applications
    Local and foreign applicants applied for 33,954 patents in Taiwan in first-half 2020, decreasing 4.45% on year mainly due to the coronavirus pandemic, according to Intellectual Property Office (IPO).
  • Elan
    Fabless chipmaker Elan Microelectronics, which specializes in touchscreen controller chips and fingerprint sensors, expects robust shipments for Chromebook to boost its revenue in the third quarter of 2020.
  • Science and Technology Minister Wu Tsung-tsong
    Taiwan is in a good position to develop precision healthcare, thanks to its large volumes of medical data, strong semiconductor ecosystem and ICT manufacturing capability, according to science and technology minister Wu Tsung-tsong.
  • China has been investing heavily in its semiconductor sector
    China's upcoming 14th five-year plan (2021-2025) will continue to highlight technology and capacity upgrades as the core of its semiconductor self-sufficiency strategy, with foundry capacity projected to expand 40% from the preceding plan and fabrication process expected to advance to 7nm, according...

Taiwan notebooks – 2Q 2020

Global server market – 2Q 2020

Taiwan LCD monitors – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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