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).
Nanya revenue falls to 5-month low
DRAM maker Nanya Technology has reported revenue declined 7.8% sequentially to a five-month low of NT$4.91 billion (US$166.8 million) in July 2020.
China-based chipmakers, such as GigaDevice, have stepped up their deployments in the automotive and other high-end NOR flash market segments eyeing a more significant market share, according to industry sources.
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.
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.
Samsung posts profit growth in 2Q20
Samsung Electronics has reported operating profits of KRW8.15 trillion (US$6.86 billion) for the second quarter of 2020, up 26% sequentially and 23% on year.
Winbond swings to profit in 2Q20
Specialty DRAM and flash memory maker Winbond Electronics returned to profitability in the second quarter of 2020, ending a streak of two consecutive quarterly losses.
Macronix production lines running at full capacity
Macronix International continues to see its production lines run at full capacity, while scaling up substantially its 19nm NAND chip output, according to CY Lu, president for the maker of flash and ROM memory.
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.
Silicon wafer shipments rise in 2Q20, says SEMI
Worldwide silicon wafer area shipments rose 8% sequentially and 6% on year in the second quarter of 2020, according to SEMI.
Highlights of the day: Memory inventory piling up
Memory demand for smartphones remains sluggish, and demand from the data center and server segment is slowing down, pushing up inventory levels at memory chip makers. But midrange smartphone chips from MediaTek are still expected to see...
Semiconductor equipment billings slip in June
June billings among North American manufacturers of semiconductor production equipment slipped 1.1% sequentially but stayed above US$2 billion, according to SEMI.
Equipment maker Nova positive about 2H20
Taiwan-based Nova Technology, which specializes in water, gas and chemical process systems, expects a substantial pick-up in orders from China's chipmaking sector to drive its overall revenue growth in the second half of 2020.
Memory chipmakers see inventory piling up
Memory chipmakers have seen their inventory levels start swelling amid continued weak demand for smartphones, according to industry sources.
Datacenter server demand is expected to remain robust in the coming months. And Wiwynn, a subsidiary of Wistron, reportedly will land about half of Microsoft's datacenter server orders for 2021. But for server shipments to brand vendors,...
Micron gearing up for handset market boom in 2H21
Micron Technology remains optimistic about its operations in the fourth quarter of fiscal 2020, thanks to continued strong demand for data center applications, and the company's efforts to push toward high value-added products, according to Sumit Sadana, executive VP and chief business officer at Micron...
SK Hynix posts profit hike in 2Q20
SK Hynix has reported operating profits of KRW1.95 trillion (US$1.62 billion) on consolidated revenue of KRW8.61 trillion for the second quarter of 2020.
Memory backend specialist Powertech Technology (PTI) is set to move its FoPLP (fan-out panel level package) technology into volume production starting early 2022, according to company chairman DK Tsai.
Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to increase 6% to US$63.2 billion in 2020 compared to US$59.6 billion in 2019, before logging record high revenue of US$70 billion in 2021 on the strength of double-digit growth, according to SEMI...
Kioxia has announced that its lineup of NVMe, SAS and SATA SSDs have been successfully tested for compatibility and interoperability with Broadcom's 9400 series of host bus adapters (HBA) and MegaRAID adapters. The drives are available for client PCs, as well as data center, hyperscale and enterprise...
Even with the disastrous effects of COVID-19 on the global economy, the worldwide IC market is expected to show single-digit growth in 2020 after dropping by 15% last year, according to IC Insights.
ESMT sees demand pick up
Memory-IC design house Elite Semiconductor Memory Technology (ESMT) believes demand already hit bottom for 2020 in the second quarter and is starting picking up in July.
Micron announces enablement program for DDR5
Micron Technology has announced an enablement program which will provide early access to technical resources, products and ecosystem partners, giving them aid in the design, development and qualification of next-generation computing platforms that use DDR5.
Gaming products and creator-focused notebooks will be driving several memory module makers' revenue growth in the second half of 2020, according to industry sources.
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...