Novatek to see 3Q20 revenue hit another record high
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 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.
Highlights of the day: 8-inch foundry quotes go up
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...
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 posts record 2Q20 profit
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.
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.
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...
Global semiconductor sales up 5% in June, says SIA
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 to streamline operations in China
Flash device controller IC specialist Phison Electronics has disclosed plans to streamline its operations in China.
Analog Integrations to swing to profit in 2020
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.
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 2Q20 economic growth estimated at -0.73%
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 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 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 diversifying purchases of 5G APs
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.
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.
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, DRAM to remain largest IC market 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 strong sales from datacenter applications
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.
MOSFET vendor Excelliance MOS posts record 2Q20 results
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...
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.
Taiwan 1H20 patent applications down
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 optimistic about shipments for Chromebook in 3Q20
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.
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'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
Taiwan's notebook shipments picked up 82.2% sequentially and 27.3% on year to arrive at 42.68 million units in the second quarter...
Global server market – 2Q 2020
Second-quarter 2020 global server shipments enjoyed a strong growth thanks to soaring demand for cloud computing services and...
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
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...