IC manufacturing
  • Taiwanese panel makers see robust demand
    Work- and study-from-home needs in the wake of the pandemic have shored up demand for IT devices, benefitting makers along the supply chian, including Taiwanese panel suppliers who saw shipments for large-size LCD applications shoot up...
  • SMIC has reported profit growth
    China-based pure-play foundry Semiconductor Manufacturing International (SMIC) has reported revenue grew 18.7% on year and 3.7% sequentially to US$938 million in the second quarter of 2020, with profits attributable to the company reaching US$138 million compared with US$19 million in the prior quarter...
  • SAS is looking to create synergy for GaN development
    Sino-American Silicon Products (SAS) and Advanced Wireless Semiconductor (AWSC) have struck a strategic alliance under which the former will acquire a 22.53% stake in the latter through private placement. The equity investment will allow SAS to become the largest shareholder of AWSC, and the pair will...
  • There are major fab construction projects in Taiwan
    Cleanroom contractor L&K Engineering and Acter, a cleanroom and turnkey equipment solution provider, have both seen orders placed by their chipmaking clients, particularly those for new fab construction in Taiwan, pick up substantially.
  • Eight-inch wafer capacity at pureplay foundries is tight
    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...
  • Eight-inch foundries enjoy strong demand for power management chips, display driver ICs and sensor
    Pure-play foundries including TSMC, UMC and VIS have raised their 8-inch wafer fabrication quotes by 10-20% recently to reflect their tight capacities, according to industry sources.
  • VIS sees strong demand for its 8-inch capacity
    Specialty IC foundry Vanguard International Semiconductor (VIS), which runs only 8-inch wafer fabrication lines, has already seen its supply fall short of demand with order visibility stretching to the next two months, according to company chairman Fang Lueh.
  • PS5 is coming soon
    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...
  • Semiconductor sales went up
    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).
  • Sony is launching PS5 later this year
    Backend houses including ASE Technology and Greatek Electronics have kicked off shipments for Sony's new-generation PS5 game console series slated for launch later this year, according to industry sources.
  • GlobalWafers posts record net margin in 2Q20
    Silicon wafer manufacturer GlobalWafers has reported net profits grew 18% sequentially to NT$3.4 billion (US$115.5 million) in the second quarter, with net profit margin hitting a record high of 24.8%. EPS for the quarter came to NT$7.81.
  • The firm sees strong profits
    Taiwan-based Nova Technology, which specializes in water, gas and chemical process systems, has reported net profits surged 58.6% sequentially to NT$146 million (US$5 million) in the second quarter.
  • China smartphone AP market share, 2Q20
    Smartphone application processor (AP) shipments to China are expected to grow 9.3% sequentially in the third quarter of 2020, driven by a pick-up in shipments of 5G-enabled phones in China and a mild improvement in overseas demand for smartphones, according to Digitimes Research.
  • The company sees strong results
    IC test interface solutions provider Chunghwa Precision Test Tech (CHPT) saw its revenues for the first seven months of 2020 jump 44.7% on year to NT$2.343 billion (US$79.69 million) thanks to robust demand from vendors of 5G SoCs, RF and other chips, according to industry sources.
  • SMIC is increasing its foundry capacity
    China's Semiconductor Manufacturing International (SMIC) has struck a deal with the Beijing Economic-Technological Development Area Management Committee (BDAC) to form a JV fab that will focus on the manufacture of chips built using 28nm and above process technologies.
  • Huawei faces fresh US trade bans
    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,...
  • TSMC's suppliers see strong demand from the foundry
    With TSMC scaling up its 7nm and 5nm chip output, related silicon wafer materials and equipment suppliers have seen significant orders from the pure-play foundry and are ramping up their shipments to fulfill the new orders.
  • Taiwan's economy contracted in 2Q20
    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 expects sales generated by its EMS business drive its overall revenue growth in 3Q20
    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.
  • TSMC announces in-house developed dry clean technique for EUV mask
    TSMC has developed what the company claims is the world's first environmental-friendly "dry-clean technique for EUV mask" to replace the traditional clean process.
  • Silicon Motion CEO
    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.
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    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)
  • Apple Watch 6 development is said to be on schedule
    The 5G iPhone may be coming a few weeks later than usual because of COVID-19 impacts, but development for Apple Watch 6 reportedly has been going smoothly, with ASE Technology obtaining a major portion of the backend service orders for...
  • Demand from the 5G segment is robust
    Mobile device certification specialist Sporton International will continue to see clear order visibility in the second half of the year thanks to robust testing demand from first-tier chipmakers and system vendors amid expectations 5G handset penetration will come close to 20% in 2020, according to...
  • Chroma Ate optimistic about 3Q20
    Chroma Ate, which provides integrated and customized solutions for test and measurement instruments, has reported net profits increased 24% sequentially to NT$580 million (US$19.8 million) in the second quarter of 2020.

Taiwan notebooks – 2Q 2020

Global server market – 2Q 2020

Taiwan LCD monitors – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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