IC design, distribution
  • A recent US court verdict ordering Qualcomm to renegotiate patent licensing deals with customers in accordance with the FTC (Federal Trade Commission) Act may cripple its dominance of the global 5G mobile chipset market, providing an opening for rivals such as MediaTek, Unisoc, and HiSilicon to better...
  • Pure-play foundries have seen order visibility for the third quarter of 2019 become blurred by the impact of the US trade ban on China's Huawei, according to industry sources.
  • Taiwan-based Spirox, which distributes packaging and testing equipment, has signed a new contract with National Instruments (NI) under which Spirox will sell NI's STS (semiconductor test system) facilities in the Greater China region.
  • Globalfoundries has reiterated its focus on providing differentiated foundry services on a contract basis, and intends to keep all its existing manufacturing facilities worldwide to support its core operations, according to the company.
  • Himax Technologies has introduced its ultra-low power, AI-based visual sensor for notebooks, with the solution already certified by Quanta Computer.
  • Marvell has entered into definitive agreements to purchase Avera Semiconductor, the application specific integrated circuit (ASIC) business of Globalfoundries, according to the companies.
  • Mobile device testing and certification service company Sporton International is already engaged in conducting tests and certification for 5G sub-6GHz and mmWave smartphones, and expects demand for these devices to pick up substantially starting the second half of 2019.
  • Huawei's revenue growth will likely slow to less than 20% for the whole 2019 from 39% in the first quarter of the year, due to the US trade ban, company CEO Ren Zhengfei has been quoted as saying in a SinaTech report. But Huawei has no plans to change its management or accept supervision from the US,...
  • china
    In efforts to mitigate impacts of US trade sanctions against Huawei and tariff hikes on Chinese imports, the China government has instructed domestic enterprises to purchase more from local tech firms and source more ICs, materials and equipment from Taiwan supply chains, according to industry sourc...
  • Despite the escalating US-China trade war and US ban on the transfer of technology to Huawei, the Chinese firm's development of application processors and modem chips for sub-6GHz 5G networks may not be affected as much as expected, according to industry sources.
  • Billings among North American manufacturers of semiconductor production equipment grew sequentially in April 2019 ending three consecutive months of sequential drops.
  • Etron Technology has started shipping its in-house developed 3D sensing chips since April, with shipments to top 50,000 units in May, according to company chairman Nicky Lu.
  • huawei
    Huawei has been piling up inventory since around the end of 2018, according to industry sources in Taiwan. Inventory levels at the China-based vendor should be able to sustain its shipments until the end of 2019, the sources continued.
  • chip
    China chipmaker HiSilicon is reportedly to sign with Taiwan IC supply chain partners capacity guarantee agreements valid through the second quarter of 2020, despite uncertainties arising from its parent company Huawei being banned from purchasing vital components from and selling telecom equipment...
  • Huawei has reportedly promised not to cut its orders with Taiwan's upstream and downstream supply chain partners and also inquired about the possibility of increasing their production capacity, a move in contrast to market speculation that Huawei could cut orders after being blacklisted by the Trump...
  • Intel replaced Samsung as the number one quarterly semiconductor supplier in the fourth quarter of 2018, after losing the lead spot to Samsung in the second quarter of 2017, according to IC Insights.
  • LG develops AI chip

    May 20, 11:28
    As part of its strategy to accelerate the development of AI devices for the home, LG has developed its own artificial intelligence (AI) chip with proprietary LG Neural Engine to mimic the neural network of the human brain to improve the processing of deep learning algorithms.
  • Unisoc's Ivy 510 5G modem chip has been validated for 5G NR sub-6 GHz signaling, and will be fabricated by TSMC on the 7nm node for official application in the starting year of 5G commercialization in 2019, according to Steve Chu, CEO of China-based fabless chipmaker under the Tsinghua Unigroup.
  • IC design service company Global Unichip should be able to post flat revenue growth in 2019, despite unfavorable global trade conditions and weakening demand for cryptocurrency mining chips, according to company president Ken Chen.
  • After three consecutive years of growth, worldwide semiconductor revenues will decrease 7.2% to US$440 billion in 2019, according to IDC.
  • MediaTek's CEO Rick Tsai has been appointed as chairman of Richtek Technology.
  • tsmc
    Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly grabbed orders for all the 5G modem chips that have been introduced by fabless chipmakers, such as Qualcomm's Snapdragon X50 and HiSilicon's Balong series.
  • China's largest telecom equipment maker Huawei and its chipmaking arm HiSilicon are ambitiously proceeding with their vertical and horizontal deployments in diverse chip solutions for smartphones and 5G devices, seeking to strengthen their self-sufficiency and outperform smartphone rivals amid the...
  • Samsung has a far smaller share than TSMC in the wafer foundry sector, but Samsung's technologies built from its experience in memory and Exynos series AP production are as good as any other leading players. At the moment, Samsung's non-memory businesses together contribute only 7% of the company's...
  • FocalTech Systems, which remained unprofitable in the first quarter of 2019, expects its sales and gross margin to recover starting the second quarter.

China smartphone market and industry – 1Q 2019

Taiwan LCD TVs – 1Q 2019

Taiwan large-size LCD panels – 1Q 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

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