TSMC may not have been entirely unscathed in the wake of the coronavirus pandemic that has disrupted production and chilled end-market demand, but the outlook of for the foundry's advanced manufacturing processes remains robust, with its 5nm...
Though IC design houses have recently seen demand from US-based datacenter clients slow down, server makers continue to enjoy strong orders from such clients, according to sources from the upstream supply chain.
MagnaChip to sell foundry business and 8-inch fab
MagnaChip Semiconductor has announced that certain of its wholly-owned subsidiaries have entered into a definitive agreement to sell the company's Foundry Services Group and the factory in Cheongju (Fab 4), the larger of its two 8-inch manufacturing facilities, to a special purpose company (SPC) in...
NAND flash controller specialist Phison Electronics has disclosed plans to expand its factory site in northern Taiwan with total investment estimated at NT$1.4 billion (US$46.2 million), seeking to strengthen its R&D to capitalize on strong demand for 5G and server applications.
Highlights of the day: Server demand may slow down
Demand from the server sector has been fueld by work- and study-from home activities in the wake of the coronavirus pandemic. But IC designers have recently seen a slow-down in orders for server applications, sending them worrying about...
Intel to release new 14nm CPUs in April
Intel is set to unveil its new 14nm processors and chipsets in April, but the coronavirus pandemic may seriously hinder end-market demand for related PCs and motherboards, according to sources from the upstream supply chain.
Taiwan IC design houses see orders for servers slow down
Taiwan-based IC design houses engaged in the supply chain for servers are expected to see orders coming from the sector buoy their sales during the second quarter of 2020, but have recently seen orders slow down from brand clients based in North America, according to industry sources.
Over the past decade, the IC industry has been paring down its older capacity as manufacturers have consolidated or transitioned to the fab-lite or fabless business models, according to IC Insights. With a surge of merger and acquisition activity in the middle of this decade, and more companies producing...
AP Memory enhances customized offerings and IP licensing
AP Memory will focus more on its IP licensing services and customized offerings to improve its margin performance this year, according to the memory IC design house.
There has been speculation that Apple is looking to delay the launch of its next-generation iPhones due the impacts from the coronavirus pandemic, but its PCB suppliers say they have not received any notification from the client about delaying production for the 5G...
Taiwan-based IC design houses have recently landed short lead-time orders for applications for commercial and educational notebooks and tablets, according to industry sources.
Taiwan-based IC design houses remain cautious about overall customer demand in the second quarter judging from limited order visibility, according to industry sources.
China has renewed its campaign to cut reliance on US suppliers of crucial semiconductor components following the easing of the coronavirus spread in the country, showing strong demand for chipsets R&D support and testing and verification services from partners in Taiwan, according to industry so...
Qualcomm Technologies International has announced its next generation of ultra-low-power Bluetooth SoCs, optimized for use in true wireless earbuds and hearables.
The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete, the coronavirus pandemic has further convinced them of the need to diversify...
Mobile device testing and certification service company Sporton International expects to enjoy a double-digit revenue increase in 2020 thanks to strong demand for 5G and Wi-Fi 6 device applications, with the year's revenue peak to come in the third quarter of the year.
TSMC may revise 2020 outlook
If the coronavirus outbreak fails to be under control by June, TSMC will likely revise its sales outlook this year despite its advanced technology leadership, according to market sources.
Highlights of the day: Server demand remains strong
The server and datacenter sector has been almost immune to the coronavirus, with demand being boosted by remote working and learning, online gaming and shopping in the wake of the pandemic. Server ODMs expect their shipments to pick up...
Backend service firms have seen stable orders for processing chips for TVs, set-top boxes (STB), game consoles, cloud servers, and IP network cameras, while demand for packaging smartphone chips has been dented by the coronavirus outbreak, according to industry sources.
China 5G phone market likely to regain momentum in 2Q20
China's 5G phone market is expected to regain momentum starting the second quarter of 2020, as the Chinese government is exerting all-out efforts to construct its 5G infrastructure and to perfect related 5G communication environments, according to sources from Taiwan's IC supply chain.
Memory distributors turn cautious
Memory distributors have turned cautious about demand due to the coronavirus pandemic, and are slowing down their chip purchases, according to industry sources.
Faraday 28Gbps SerDes IP available on UMC 28HPC process
United Microelectronics (UMC) and Faraday Technology have jointly announced that Faraday's 28Gbps programmable SerDes PHY is now available on UMC's 28HPC process technology.
Despite the coronavirus pandemic, 5G chip vendors still have high expectations for 2020. But until the pandemic eases and end-maket demand recovers, the vendors are under pressure to cut 5G chip prices in order to secure orders. But not...
Taiwan IC distributors see growing demand for 5G and datacenter applications despite pandemic
Taiwan-based IC distributors are seeing stable demand for chips used in cloud/edge computing, large datacenters, 5G base stations and servers, as consumers turn to services or entertainments digitally in the wake of the coronavirus outbreak.
Taiwan-based NAND flash controller chips vendor Phison Electronics has seen clear order visibility through October, as clients in Europe and the US have rushed their orders to build inventories amid the worsening coronavirus pandemic, according to company chairman KS Pua.
Taiwan large-size LCD panels – 4Q 2019
Taiwan's large-size LCD panel shipments went down slightly on quarter, but more than 5% on year to arrive at 59.12 million units...
China smartphone AP shipments – 4Q 2019
Smartphone AP shipments to China-based vendors came to 197 million units, down 5.9% on year and 7.7% on quarter.
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...