Realtime news
Passive, PCB, other IC components
  • PCB firm Compeq Manufacturing saw its November revenues climb 3.65% sequentially to NT$5.39 billion (US$174.7 million), the highest monthly level so far in 2018.
  • Taiwan-based power diode makers including Lite-On Semiconductor, Taiwan Semiconductor Company (TSC), Panjit International, Eris Technology and HY Electronic will see their sales performance affected by seasonal factors and unfavorable global trade conditions in the first quarter of 2019, according...
  • LCD chemical material supplier Daxin Materials expects its shipments of organic coating materials for IC packaging process to further expand in 2019, having begun to ship such advanced materials in the fourth quarter of 2018, according to company chairman Lin Cheng-yih.
  • Demand for ABF (ajinomoto build-up film) substrates continues to be strong while demand for other IC substrate and PCB products is being affected by seasonal factors, according to Unimicron Technology.
  • Taiwan-based Phoenix Silicon International (PSI) has indirectly tapped into the supply chains of major China telecom equipment makers by providing wafer thinning service for radio frequency (RF) devices used in 5G base stations, according to industry sources.
  • Wireless charging devices for smartphones have experienced a remarkable decline in demand in 2018 due to poorer charging performance than traditional charging, and Taiwan MLCC suppliers do not expect the 2017 wireless charging fever to stage a comeback in 2019, when Apple is reportedly likely to launch...
  • Chang Wah Technology chairman CN Huang
    Chances are not high for leadframe suppliers to score double-digit revenue increases in 2019, and China leadframe supply chain can hardly emerge to threaten Taiwan peers, according to CN Huang, chairman of Taiwan's leadframe maker Chang Wah Technology.
  • PCB manufacturer Zhen Ding Technology has reported revenues of NT$14.92 billion (US$483.2 million) for November 2018, down 0.8% sequentially but up 0.1% on year.
  • Taiwan-based MOSFET chip firms Excelliance MOS and Sinopower Semiconductor have reported sequential increases in November revenues of 14% and 2%, respectively.
  • Taiwan-based passive component companies saw their November revenues decrease on month as a result of disappointing demand from the handset and PC segments.
  • huawei
    The arrest of Huawei's chief financial officer Meng Wangzhou threatens to further escalate the US-China trade tensions, significantly dimming business prospects for the China firm's supply chain partners in Taiwan.
  • Applications of 5G will generate only symbolic rather than substantive economic benefits to suppliers of wireless compound semiconductor components devices such as radio frequency (RF) and power amplifier (PA) devices, with the devices most likely to be applied to low frequency band of sub-6GHz and...
  • Compound semiconductor firms turning conservative about orders
    Compound semiconductor firms are conservative about order visibility for the first quarter of 2019 due partly to Apple cutting orders amid weaker-than-expected sales of new iPhones, according to industry sources.
  • The Taiwan Stock Exchange (TWSE) has approved the listing application of copper clad laminate (CCL) supplier Ventec International, which expects to start trading on the TWSE mainboard in April 2019.
  • Apex International, a provider of PCBs mainly for TVs and other home appliances, saw its cumulative 2018 revenues through November exceed the NT$10 billion (US$326 million) mark.
  • Infineon Technologies has recently released its CoolGaN devices, which have attracted orders from Eltek, a Delta Electronics Group company, for datacenter and server applications, according to industry sources.
  • Iteq eyeing CCL demand from 5G sector in 1Q19
    Copper-clad laminate (CCL) specialist Iteq expects demand for CCL products for 5G infrastructure to come in the first quarter of 2019 as telecom operators in China are likely to accelerate the installation of their 5G base stations, according to company CEO Audrey Tsai.
  • Visual Photonics Epitaxy Company (VPEC) is gearing up for robust component semiconductor demand for 5G infrastructure and devices, according to the Taiwan-based company specializing in the manufacture of gallium arsenide (GaAs) epitaxial wafers for fabricating power amplifiers (PA) and radio-frequency...
  • passive components
    Taiwan makers of aluminum electrolytic capacitors and aluminum solid capacities are moving to develop new industrial applications for their passive components, as their shipments have been affected by drastic shrinkage in demand for crypto mining machines amid sharp plunges in the prices of digital...
  • Corning and SCH Electronics (Shanghai) have jointly announced they have signed a sales agency agreement focused on semiconductor glass carriers in China.
  • Gold Circuit Electronics (GCE) swung to net profits of NT$256 million (US$8.3 million) in the third quarter of 2018 from losses a year ago, thanks to rising fab utilization rates and product mix improvement. EPS for the quarter came to NT$0.47.
  • Formosa Sumco Technology (FST), a Taiwan-based manufacturer of 8- and 12-inch semiconductor silicon wafers, is expected to continue running at full capacity in the first quarter of 2019, according to a report by Taiwan's Central News Agency.
  • China-based PCB makers have stepped up efforts to grow their presence in the automotive electronics sector since their entry in 2017, according to industry sources.
  • Taiwan-based automotive PCB specialist Chin-Poon Industrial expects to return to profitability in 2019 as its major factory operations in Taoyuan, northern Taiwan are returning to normal after being hit by a deadly fire in April.
  • A fire broke out at diode firm Actron Technology's factory in Taoyuan, northern Taiwan in the early hours of November 26. The company expects the incident to have no material impact on its shipments.

Taiwan LCD monitors – 3Q 2018

Taiwan LCD TVs – 3Q 2018

Taiwan handsets – 3Q 2018

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

iPhone shipment analysis and forecast, 2H18

Global smartphone AP demand forecast till 1Q19

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