Passive, PCB, other IC components
  • Zhen Ding Technology is expected to revise its revenue forecast for 2019 to growth
    Flexible PCB specialist Zhen Ding Technology is expected to revise its revenue forecast for 2019 to growth from flat as projected earlier, having posted strong sales for September and the third quarter, according to company sources.
  • Compeq Manufacturing has reported record high sales for September
    Compeq Manufacturing has reported record high sales for September, reportedly propelled by increased shipments of PCB products for Apple's iPhone 11 lineup and Huawei's Mate 30 series.
  • Taiwan MLCC suppliers are managing to gradually lower their inventory levels
    Driven by growing demand for 5G applications, Taiwan MLCC suppliers are managing to gradually lower their inventory levels and possibly return to a growth track in 2020, according to industry sources.
  • Win Semi' third-quarter 2019 revenues climbed over 40% sequentially
    GaAs foundry Win Semiconductors' third-quarter 2019 revenues climbed over 40% sequentially, beating its estimate of about 30% growth, due partly to strong demand for compound semiconductor power and sensing devices for new handsets launched by vendors in the US and China, where the company plays an...
  • Flexium has disclosed its September and third-quarter revenues improved significantly on year
    Flexible PCB maker Flexium Interconnect has disclosed its September and third-quarter revenues improved significantly on year due mainly to strong demand for handset antenna boards, despite still registering negative growth in revenues for the first nine months of 2029.
  • EMC upbeat about 4Q19

    Oct 7, 15:40
    EMC expects significant revenues for fourth-quarter 2019
    Taiwan's leading CCL maker Elite Material (EMC) expects significant revenues for fourth-quarter 2019, bolstered by encouraging sales of iPhone 11, according to industry soruces.
  • Transcom is expected to report impressive financial results for 2019
    Transcom, a Taiwan-based GaAs chip and foundry company, is expected to report impressive financial results for 2019 thanks mainly to robust orders for niche-market power amplifiers, according to market sources.
  • IC packaging house Xintec is eyeing its return to profitability this year
    Niche-market IC packaging house Xintec is eyeing its return to profitability this year, according to industry observers.
  • PCB makers in Taiwan and China are moving to expand their rigid-flex board businesses
    The market for rigid-flex PCBs, though smaller than those for other PCB product lines, is gaining expansion momentum as more PCB makers in Taiwan and China are moving to expand their rigid-flex board businesses to tap potential demand driven by increasing IoT and automotive applications, according...
  • HannStar Board chairman elected as a director of Career
    Flexible PCB (FPCB) maker Career Technology has elected a new member to its board of directors - HannStar Board's chairman Anthony Chiao, a move signaling a strategic partnership between the two firms.
  • Win Semi is also expected to see its September revenues hit a new monthly high
    Taiwan-based GaAs IC foundries and epitaxial wafer suppliers are set to enjoy strong sales in the fourth quarter of 2019 and beyond, driven by robust demand for VCSEL and PA (power amplifier) and RF (radio frequency) devices, according to industry sources.
  • Zhen Ding and Flexium see potential in mini LED backlighting
    With Apple reportedly looking to incorporate mini LED display technology into its iPad and MacBook product lines between second-half 2020 and first-half 2021, Taiwan-based flexible PCB makers including Zhen Ding Technology and Flexium Interconnect stand a good chance of entering the supporting supply...
  • Taiwan's COF supply chain is poised to embrace a prosperous year in 2020
    Taiwan's COF (chip on film) supply chain is poised to embrace a prosperous year in 2020, as new COF solutions are expected to be massively applied to integrate optical in-display fingerprint sensor chips and TDDI ICs for application to new smartphones for the year, according to industry sources.
  • Sony and OmniVision have both enjoyed robust demand for multi-camera smartphones from Huawei
    CMOS image sensor suppliers Sony and OmniVision have both enjoyed robust demand for multi-camera smartphones from Huawei, with their regional distributors and backend suppliers being among the beneficiaries of Huawei's strong demand, according to industry sources.
  • ITRI is providing assistance to returning Taiwan companies
    Feedback Technology, a distributor of equipment and parts for semiconductor and optoelectronics industries, plans to invest NT$1.5 billion (US$48.2 million) to expand its factory capacity in Hsinchu, northern Taiwan.
  • SiC substrate quotes are likely to fall by over 20% in 2020
    Silicon carbide (SiC) substrate quotes are likely to fall by over 20% in 2020 due to constant capacity expansions at major suppliers and impacts of the US-China tariff war, according to industry sources.
  • The market for passive components is likely to bottom out in the fourth quarter of 2019
    The market for passive components is likely to bottom out in the fourth quarter of 2019 and gradually rebound on 5G commercialization in 2020, according to industry sources.
  • China semiconductor industry to see growth in the long term
    Despite the global semiconductor industry's weakening demand in the first half, China's semiconductor industry continued to perform stably with sales rising 11.8% on year during the period, but the growth was still weaker than that of first-half 2018, according to Digitimes Research's figures.
  • Cree has announced plans to build a new silicon carbide device manufacturing facility
    Cree has announced plans to build a new automotive-qualified 200mm power and RF wafer fabrication facility in Marcy, New York, complemented by its mega materials factory expansion currently underway at its Durham headquarters.
  • APCB expects to perform better in the second half
    APCB, after experiencing lackluster revenue and profit performances in the first half of 2019, expects to perform better in the second half on increased shipments of high-end DRAM module boards, with its third-quarter revenues likely to enjoy a 10% sequential growth.
  • Semiconductor firm executives seeking government assistance
    Several leaders from semiconductor firms and organizations have paid a visit to Taiwan's president Tsai Ing-wen, asking the government to tackle the two biggest issues facing the country's IC industry: a lack of talent and a lack of basic research.
  • HDI PCB market growth promising
    The worldwide market for high-density interconnect (HDI) PCBs came to more than US$10 billion in production value in 2018, with Taiwan accounting for about 40% of the total value, according to data compiled by Taiwan Printed Circuit Association (TPCA).
  • TI has introduced an ultra-low-power LDO linear voltage regulator
    Texas Instruments (TI) has introduced an ultra-low-power low-dropout (LDO) linear voltage regulator with quiescent current (IQ) of sub-25nA - one-tenth that of competing ultra-small devices.
  • PCB order visibility for iPhone 11 will remain vague until early October
    Pre-orders for Apple's iPhone 11 series may be better than expected, but components makers in the new smartphones' supply chain remains cautious. PCB makers say their order visibility concerning the iPhone 11 lineup won't clear up until...
  • PCB manufacturers are keeping a close eye on the new iPhone 11 initial sales performance
    PCB manufacturers in the supply chain for Apple's iPhone 11 series are keeping a close eye on the new models' initial sales performance, which will determine their shipment momentum for the remaining months of 2019, but the order visibility will remain vague until early October, according to industry...

Global notebook shipment forecast, 2020 and beyond

Global server shipment forecast, 2020 and beyond

Taiwan handsets – 2Q 2019

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

© 2019 DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.