Toshiba has maintained that it has not reached any "definitive decisions" to sell its two wafer fabs. But even if any of the pure-play foundries manage to buy Toshiba's fabs, the supply of 8-inch wafer fab capacity will remain short of...
Production indexes for Taiwan-based makers of various electronic components for fourth-quarter 2020 remain high, according to Taiwan Institute of Economic Research (TIER).
Use of SiC-based MOSEFET in EVs to pick up momentum
Tesla's adoption of SiC-based MOSFETs for Model 3 is expected to cause other electric vehicle (EV) vendors to follow suit, but their use will not be popular until year-end 2021 or 2022 because certification will take a long time and availability of SiC is likely to be quite limited, according to industry...
Global IC foundry output value to rise over 20% in 2020
Output value for the global IC foundry industry is forecast to surge more than 20% in 2020, and will register another on-year growth but at a slower pace in 2021, according to Digitimes Research.
Apple moving forward with own AiP modules, probably developing RF FEM modules in-house
Apple reportedly will continue developing its own mmWave AiP (antenna in package) modules for its next-generation iPhone lineup, with related efforts likely to push the US handset brand moving forward with the development of RF front-end module (RF-FEM) in house, according to industry sources.
China stepping up homegrown processor development
Taiwan-based IC design service and silicon IP providers continue to see strong demand particularly for high-margin CPUs from China, according to industry sources.
Highlights of the day: TSMC closer to 3nm production
TSMC has held a ceremony marking the completion of the plant structure for its 3nm fab at the Southern Taiwan Science Park (STSP). The foundry house is expected to kick off commerical production at the 3nm fab in 2022. In the semiconductor...
Arm offers Taiwan research institute free access to IP
The Taiwan Semiconductor Research Institute (TSRI) has signed an agreement with Arm, allowing related Taiwanese academic and research bodies to enjoy free access to the latter's processor IPs for research purposes.
Highlights of the day: Foundry quotes rising
BT substrate production lead time extended
The supply of ABF substrate has been tight, which has also pushed up BT substrate production lead times, according to industry sources.
Top-15 semiconductor suppliers to see combined revenue increase 13% in 2020, says IC Insights
The world's top-15 semiconductor companies are forecast to see their combined sales increase 13% in 2020, slightly more than twice the expected total worldwide semiconductor industry growth of 6%, according to IC Insights.
The 'curse' of chip scaling
Moore's Law will continue to be embraced as sort of a faith when it becomes inapplicable, but chiplets will have a chance to become the mainstream in future IC design, according to Chris Lin, chairman and president of Taiwan-based IC design house Aspeed Technology.
Highlights of the day: Backend services quotes rising
Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE Technology reportedly has decided to raise backend services...
With China stepping up its efforts to build a "de-Americanized" semiconductor supply chain, Taiwan-based IC design houses led by MediaTek are expected to see a bright year for their operations in 2021, according to industry sources.
TSMC reportedly plans capacity expansion at Nanjing fab
TSMC has decided to build new facilities at its 12-inch fab in Nanjing to satisfy growing demand from the foundry's local customers in China, according to a report by Taiwan's Central News Agency.
Wi-Fi 6 chip shipments to be robust in 2021
Taiwan-based IC vendors expect their shipments of Wi-Fi 6 chips to continue growing in 2021 thanks to continued demand from end-market device clients, according to industry sources.
The US trade sanctions against Huawei and its chipmaking affiliate HiSilicon continue to benefit Taiwan's IC design sector in the fourth quarter of 2020, set to be a particularly strong fourth quarter for Taiwan-based fabless chipmakers, according to industry sources.
For Chinese fabless IC vendors, tight foundry supply has been compounded by the fact that China-based SMIC has been blacklisted by the US. More Chinese IC vendors are now seeking support from Samsung for 14nm and above manufacturing processes...
Semiconductor equipment billings slip in October
October billings among North American manufacturers of semiconductor production equipment slipped 3.7% sequentially but stayed above US$2 billion, according to SEMI.
Toshiba says no decision yet for fab sale
Toshiba, in the wake of a recent report revealing it is seeking to sell fabs to Taiwan's United Microelectronics (UMC), has said there have been "no definitive decisions."
Handset application processor vendors have expressed concerns about the supply of BT substrates that may fall due to the suspension of production at Unimicron Technology's fire-hit plant in northern Taiwan, and are moving to vie for more capacity support from other suppliers for 2021, according to...
Samsung sees 14nm chip orders from China surge
Samsung Electronics has seen orders demanding 14nm and above processes ramp up from its China-based fabless clients recently, according to industry sources.
Dialog Semiconductor has announced the launch of its SmartServer IoT partner program, which gives system integrators and OEM solutions providers access to the company's edge server and open software suite. This accelerates secure, scalable integration of IoT edge devices and networks with cloud platforms...
Highlights of the day: Bright outlook for MediaTek
MediaTek is likely to report record sales for 2020, and the mobile SoC vendor is confident that its sales will grow further next year. MediaTek's chairman believes the global economy will recover and stimulate demand for handsets and...
Nvidia reports record sales for fiscal 3Q21
Nvidia has reported record revenues of US$4.73 billion for the third quarter ended October 25, 2020, up 57% from US$3.01 billion a year earlier, and up 22% from US$3.87 billion in the previous quarter.
Global tablet market – 3Q 2020
Global tablet shipments amounted to 43.83 million units in third-quarter 2020, up 10.5% on quarter and 0.4% on year.
China smartphone AP shipments – 3Q 2020
Smartphone application processor shipments to China-based vendors amounted to 192.6 million units in third-quarter 2020, up...
China smartphone market and industry – 3Q 2020
Smartphone shipments to the China market in third-quarter 2020 plunged 25.2% on quarter and 26.2% on year due to the US government...
Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets
Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities,...
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...