Passive, PCB, other IC components
  • 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...
  • 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...
  • CCL makers saw mixed July sales
    Taiwan's major CCL makers have posted mixed July results after experiencing a roust second-quarter, with revenues at Iteq and Taiwan Union Technology falling on month and those of Elite Material (EMC) and Ventec Electronics registering double-digit sequential increases.
  • Mini LED backlighting applications helped boost the company's sales
    PCB maker Apex International has expressed optimism about its performance in the third quarter of 2020 thanks to pandemic-induced robust demand for TVs and networking devices, and industry sources estimated the firm's revenues for the quarter could hit a new high.
  • 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...
  • China's telecom sector sees high inventory levels of PCBs for 5G base stations
    PCB shipments for 5G base station applications in China have slowed down after peaking in the second quarter, and the supply chain is concerned about when shipment momentum could be revived, according to industry sources.
  • EMC sees strong demand from the 5G handset segment
    Taiwan's CCL maker Elite Material (EMC) expects to see its third-quarter 2020 revenues sequentially grow at least 10% on strong demand for flagship handset and 5G infrastructure applications, after registering record revenues and profits for the second quarter.
  • Demand from the notebook sector has increased
    Topco Technologies, which distributes and sells silicone materials for Japan's Shin-Etsu, has seen orders pick up with strong order pull-ins to persist throughout second-half 2020.
  • Chilisin sees strong demand from the 5G handset segment
    Chilisin Electronics has seen a significant surge in orders from handset vendors in China and South Korea for its mini molding chokes and LTCC (low temperature co-fired ceramic) filters, allowing it to embrace a new wave of growth in the second half of the year, according to the Taiwan-based maker...
  • 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,...
  • New iPhone devices for 2020 to debut weeks later than usual
    Taiwan's PCB makers in the supply chain for Apple devices will see their shipments for new iPhones not peak until the fourth quarter this year as Apple has confirmed its iPhone 12 lineup will debut later than normally scheduled in September, according to industry sources.
  • 5G network construction in China is said to be slowing down
    CCL firms including Iteq and Taiwan Union Technology (TUC) are cautious about the third quarter, due mainly to a slowdown in demand for 5G base station equipment from China, according to industry sources.
  • Walsin sees good order visibility
    Passive component maker Walsin Technology has seen its order visibility for the third quarter extend, particularly for the notebook segment, according to the Taiwan-based company.
  • The company sees record sales
    MOSFET chip specialist Excelliance MOS saw its revenues for second-quarter 2020 spike 52.6% sequentially and 25.6% on year to a record high of NT$534 million (US$17.80 million), and net earnings for the period also reached a new high at NT$86.98 million with a 38.1% sequential growth, according to...
  • The PCB maker's capex for 2020 and 2021 will be mostly used to construct a new plant in Taiwan
    Unimicron Technology's board of directors has resolved to allocate NT$17.4 billion (US$594.2 million) in capex for 2021, with over 90% of the sum and the majority of another budget of NT$24 billion for 2020 to be spent on IC substrate business, particularly ABF substrate capacity expansions in Taiwan,...
  • Flexium breaks ground for new plant
    Taiwan's flexible PCB maker Flexium Interconnect has disclosed its plant which is being constructed in Kaohsiung, southern Taiwan at a cost of NT$10 billion (US$333.33 million) will be dedicated to production of mmWave LCP antenna modules after its first-phase capacity comes online in 2021.
  • HPE is moving server R&D to Taiwan
    Taiwan is becoming a hub for the server industry, with HPE, currently th esecond largest server brand worldwide, reportedly planning to move its server hardware R&D resources to Taiwan. In the PC sector, demand for Microsoft Surface...
  • Potential demand is expected from 5G and AI sectors
    Spot market prices for SiC (silicon carbide) wafers have plunged 20% this year due to supply outstripping demand amid impacts of the coronavirus pandemic and worsening US-China trade tensions, according to industry sources.
  • Kinsus saw profits surge
    IC substrate supplier Kinsus Interconnect Technology has reported net profits of NT$234 million (US$8 million) for the second quarter of 2020, shooting up 197% sequentially and improving from loss of over NT$1 billion registered a year earlier.
  • Microsoft Surface series shipments to pick up 30% in 2020
    Following a wave of rush orders in April-May, Taiwanese suppliers of protective components for notebooks and tablets have seen orders pick up again starting July, as brand vendors including Microsoft have moved to place additional orders to support increased shipments for remote work and education...
  • Science and Technology Minister Wu Tsung-tsong
    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.
  • TSMC unlikely to build extra capacity for Intel orders
    With Intel planning to outsource parts of its processor production to outside foundries, TSMC will not place extra effort to handle the CPU giant's orders if they come as TSMC believes these orders will not be for the long term. However,...
  • Unimicron to begin mass production of ABF substrates for Intel in early 2022
    IC substrate maker Unimicron Technology is slated to complete construction of a new plant in Yangmei, northern Taiwan by the end of 2020, followed by process optimization and validation in 2021 before starting commercial production of IC substrates in early 2022 for Intel, industry sources said, adding...
  • PCB equipment makers see rising orders thanks to 5G opportunities
    Taiwan's PCB equipment suppliers are poised to land more orders for automation equipment from PCB clients in China in second-half 2020 as these clients are expected to accelerate their production automation after experiencing difficulties recruiting new workers due to city lockdowns for containing...
  • GaN and SiC power semiconductor market evolving
    The emerging market for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors is rapidly evolving from a startup-dominated business to one led by large-established power semiconductor manufacturers, according to Omdia.

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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