Realtime news
Passive, PCB, other IC components
  • Flexible PCB specialist Flexium Interconnect is looking to explore more application opportunities for its products beyond handsets, especially those for use in 5G and IoT devices, with 5G antenna modules likely to see explosive demand earlier, according to company chairman MC Cheng.
  • US-headquartered companies held 52% of the total worldwide IC market in 2018, followed by their fellow South Korea-based companies with a 27% share, according to IC Insights.

  • China ICT makers are keen on turning to Taiwan supply chain as they seek alternative import sources of discrete power semiconductor devices, especially medium- and high-end ones long dominated by US and Europe IDMs, to counter uncertainties of the US-China tariff war and trade sanctions on Huawei.
  • Wus chairman Han-Chung Hsu
    PCB manufacturer Wus Printed Circuit has put increased focus on high-end offerings including those for automotive and network equipment applications, and the efforts are bearing fruit.
  • huawei
    As Huawei's handset shipments are expected to fall significantly on US trade ban, Taiwan PCB makers have moved to carry out risk diversification deployments by enhancing shipments to other handset brand vendors or developing diverse applications for their products, according to industry sources.
  • Chang Wah Technology (CWTC) continues to enhance its pre-mold quad flat no-lead (QFN) leadframe offerings, and has developed pre-mold metal substrate (PMMS) technology for the emerging 5G and automotive electronics applications, according to the company.
  • Taiwan's dedicated semiconductor materials and devices analysis, testing and verification labs, including Integrated Service Technology, (iST), Materials Aanalysis Technology (MA-tek) and Sporton International, are expected to see bright revenue prospects for the second half of 2019 and beyond, thanks...
  • Nvidia has announced its support for Arm CPUs. Nvidia is making available to the Arm ecosystem its full stack of AI and HPC software - which accelerates more than 600 HPC applications and all AI frameworks - by year's end. The stack includes all Nvidia Cuda-X AI and HPC libraries, GPU-accelerated AI...
  • Wahlee Industrial with its distributed optical communication components and liquid crystal polymer (LCP) materials has entered the supply chain for 5G devices including antenna modules, and applications including servers and handsets.
  • Compeq Manufacturing remains focused on growing its business in the any-layer HDI PCB segment, despite unfavorable global trade conditions that may deter customer demand.
  • Unimicron Technology is scheduled to break ground for a new plant in Taoyuan, northern Taiwan in July followed by equipment move-in a year later. The new facility is designed for the manufacture of IC substrates mainly for high-end CPU and GPU products, according to company president Maurice Lee.
  • PCB maker HannStar Board, after enjoying a significant increase in orders with short lead time in the second quarter of 2019, has turned conservative about orders for the second half of the year, despite it being the traditional peak season.
  • Epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC) has kicked off volume production for vertical-cavity surface-emitting laser (VCSEL) components, and is expected to gain new orders for VCSELs for Android smartphones in the second half of 2019, according to company chairman MC Chen.
  • Huawei sees business to be impacted by US ban
    With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing its products and services in the short term. However, the ban has spooked consumers, enterprises and telecom operators, shaking their confidence in Huawei's ability to continue...
  • Taiwan-based JMC Electronics, which uses both subtrative and semi-additive processes to manufacture chip-on-film (COF) substrates, has strength to better compete with its larger international peers such as Samsung Electro-Mechanics (Semco) and grow its business in the market where supply has already...
  • PCB manufacturer Tripod Technology has reiterated its revenue target of a slight increase for 2019 amid unfavorable macroeconomic factors.
  • Unitech Printed Circuit Board is expected to post a more than 20% on-year increase in revenues for the second quarter of 2019, thanks to rising rigid-flex PCB shipments for true wireless stereo (TWS) earbuds, according to industry sources.
  • Chip-on-film (COF) substrate suppliers JMC Electronics expects to post flat growth or a slight decrease sequentially in third-quarter revenues, due to a cutback in orders in the wake of Huawei's troubles.
  • Copper-clad laminate (CCL) specialist Iteq is striving to develop its presence in the high-speed CCL market segment, while expressing optimism about demand for 5G base station equipment, data center and edge computing applications.
  • Huawei may slow slightly down its pace of pulling in shipments of PCBs and related materials for 5G base stations in the short term as the company is redesigning circuit layouts to fit alternative IC solutions after being blocked from buying high-end ICs from US suppliers, according to supply chain...
  • huawei
    A new supply chain for China IT firms may gradually take shape in Asia in the future as they are seeking to wean themselves off US suppliers of crucial components and facilitate their 5G deployments amid US trade sanctions against Huawei and other Chinese tech players, according to industry sources.
  • China's Shennan Circuit has managed to generate profits from its IC substrate business, and has expanded its IC substrate offerings to include those for handset-use application processors and memory modules, according to industry sources.
  • LCD chemical material supplier Daxin Materials has reported revenues of NT$380 million (US$12.09 million) for May, up 0.2% on month and 12.2% on year.
  • CCL firm Elite Materials (EMC) has expressed optimism about its revenue and profit performance in 2019, driven mainly by rising product ASPs.
  • Apex CEO Jui-Hsiang Chou
    PCB maker Apex International expects to post flat or single-digit sequential revenue growth in 2019, with gross margin to have a chance topping 20% thanks to an improved management over costs and stable orders from clients for new high-margin products, according to company CEO Jui-Hsiang Chou.

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global tablet market – 1Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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