Highlights of the day: Device makers turn cautious
Device makers may be heading towards inventory correction next quarter, as they revisit their production plans amid weakenig demand in some major markets. Taiwan-based chipmakers have seen some clients slow down the pace of orders. But...
Taiwan OSATs see order preparation times extended
Major Taiwan-based OSATs including ASE Technology, Powertech Technology (PTI), Chipbond Technology and ChipMOS Technologies have seen their order preparation times extended to three months from 1-2 months, as upstream raw materials shortages intensify, according to industry sources.
Taiwan-based IC design houses have seen terminal customers start slowing down their pace of orders, and are aware that downstream device makers will be revisiting their production plans and closely monitoring chip inventories they hold over the next quarter, according to industry sources.
Smartphone-use antenna makers are gearing up for a likely boom in demand for 5G AiP (antenna in package) modules that they expect will be triggered by Apple's release of new mmWave-enabled iPhones in the second half of 2021, according to industry sources.
Highlights of the day: UMC adjusting foundry quotes
Tight capacity and strong demand have been sending foundry service quotes rising. UMC has plans to raise its 28nm process quotes by almost 13% in July, and will adjust them upwards again in first-quarter 2022. MediaTek has received sufficient...
TSMC, UMC and VIS post on-month revenue drops
Pure-play foundries TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) have reported sequential decreases in April revenues of 13.8%, 1.4% and 11.5%, respectively.
MediaTek looking to use TSMC InFO_PoP for handset APs
MediaTek is developing new flagship handset SoCs with performance specs comparable to Apple's A series APs for iPhones, and may also adopt TSMC's advanced InFO_PoP packaging technology for the new chips, according to industry sources.
Taiwan April exports reach second highest-ever level
Taiwan recorded exports of US$34.96 in April 2021, the second highest-ever monthly level with on-year growth of 38.7%, according to the Ministry of Finance (MOF).
UMC to raise quotes for 28nm process
United Microelectronics (UMC) plans to raise its 12-inch foundry quotes for 28nm process technology by about 13% starting July, according to industry sources.
JCET raises CNY5 billion via private placement
Jiangsu Changjiang Electronics Technology (JCET) has raised an additional CNY5 billion (US$777.4 million) in paid-in capital through private placement, according to the largest China-based OSAT.
Because of worsening shortages of ICs and components, downstream ICT product makers are expected to decelerate their paces in specs upgrades for their new products as their upstream partners will not have enough capacity to support them...
As shortages of ICs and other components are expected to worsen further in the peak season, downstream system makers are expected to slow down specs upgrades for their new offerings set for launch in the second half of the year, according to industry sources.
Taiwan's MCU vendors will see their revenue growth momentum constrained in the short term by extended delivery lead times at foundry and backend houses, although they have abundant orders in hands, according to industry sources.
Worldwide semiconductor revenues are forecast to surge 12.5% to US$522 billion in 2021, driven by continued-robust growth in consumer, computing, 5G and automotive semiconductors, according to IDC.
ASML, Applied hiring talent in Taiwan
Semiconductor equipment vendors ASML and Applied Materials have been hiring talent for their local operations in Taiwan.
EMS giant Foxconn, taking a step further in its transformation, has formed a joint venture with passive component maker Yageo for the development and sales of what they call "small ICs" - semiconductor chips with ASP lower than US$2.00...
TSMC sees orders for cryptomining chips pick up
Bitmain, a vendor of bitcoin mining ASICs and equipment, has placed 5nm chip orders with TSMC with production slated to kick off starting the third quarter, according to industry sources.
Foxconn, Yageo to form semiconductor JV
Foxconn (Hon Hai) Technology Group and Yageo have announced plans to form a joint venture for the development and sale of semiconductors.
Suppliers to gear up for PS5 redesign
Suppliers including foundry TSMC are expected to kick off production for the redesign of Sony's PlayStation 5 (PS5) games console between the second and third quarters of 2022, according to industry sources.
Driven by a resurgent memory market and relatively flat sales results from Intel, IC Insights believes that Samsung will again replace Intel as the leading semiconductor producer beginning in the second quarter of this year.
Demand for white-box servers from datacenter operators has been growing fast, with Taiwanese ODM's shipments already accounting for more than one third of the world's total server shipments in 2020, according to Digitimes Research's latest...
Driver IC backend capacity utilization unstable
Display driver IC (DDI) backend specialists Chipbond Technology and ChipMOS Technologies have seen unstable capacity utilization for processing small- to medium-size applications due mainly to unstable wafer shipments from chip designers, according to industry sources.
GaAs foundry Advanced Wireless Semiconductor Company (AWSC) is expected to enjoy sequential revenue increases through June, and will see further revenue growth after new production capacity comes online in the third quarter at the earliest, according to industry sources.
VIS raises capex outlook for 2021
Vanguard International Semiconductor (VIS) has raised its capex budget for 2021 by 70% to NT$8.5 billion (US$303.8 million), with plans to purchase more fab equipment supporting its long-term expansion projects.
Taiwan-based GlobalWafers has reported sequential growths in first-quarter shipments for silicon wafers of all sizes, and expects sales momentum to stay strong through 2023.
Taiwan notebooks – 1Q 2021
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter...
Global server market – 1Q 2021
First-quarter 2021 global server shipments amounted to 3.78 million units, down only 1.6% quarter-over-quarter and up 5.2% ye...
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...