Realtime news
Passive, PCB, other IC components
  • lite-on
    Taiwan diode makers are likely to see their revenues for the fourth quarter of 2018 suffer sequential decreases amid growing uncertainties arising from the US-China trade war, prompting them to accelerate deployments in the automotive market to offset expected revenue and profit shrinkages, according...
  • Flexium Interconnect, reportedly among the flexible PCB suppliers for Apple's new iPhones, saw its third-quarter revenues climb over 60% sequentially.
  • Unimicron Technology has announced consolidated revenues climbed to a record high of NT$21.39 billion (US$687.3 million) in the third quarter of 2018, driven by a seasonal pick-up in shipments of its PCB products mainly HDI boards.
  • Zhen Ding Technology and Career Technology, reportedly among the PCB suppliers for Apple's new iPhones, both have reported strong sales for September.
  • Taiflex Scientific has disclosed sales of its electronic materials products consisting of mainly flexible copper-clad laminates (FCCL) surged 30.1% sequentially and 10.9% on year to NT$2.63 billion (US$84.9 million) in the third quarter of 2018.
  • Passive component company Yageo has expressed caution about its sales performance in the fourth quarter of 2018, citing a slowdown in demand from its customers based in the Greater China region.
  • As international IDMs are moving at full throttles to develop lucrative high-voltage automotive MOSFETs, Taiwan mid-end and back-end supply chain players are gearing up to win long-term orders for relevant processing services from the IDMs, according to industry sources.
  • Apex International, which provides PCBs mainly for TVs and other home appliances, saw its third-quarter revenues climb to a record high of NT$3.24 billion (US$105.2 million).
  • Win Semi
    Vertical-cavity surface-emitting laser (VCSEL) component demand for 3D sensing modules is set to boom in 2019 and 2020, as more non-Apple smartphone vendors will be adopting the solutions in their devices, according to industry sources.
  • Automated optical inspection (AOI) equipment specialist Machvision saw its third-quarter revenues climb to a record high of NT$965 million (US$31.6 million), representing a whopping annual increase of 160.98% and a sequential growth of 31.11%, according to company statistics.
  • International IDMs including STMicrolectronics, Infineon and TI are aggressively developing power devices using third-generation compound semiconductor materials silicon carbide (SiC) and gallium nitride (GaN), seeking to secure a preemptive presence in the high-end market for new energy vehicle, datacenter...
  • The supply of ABF (ajinomoto build-up film) substrates has become tight, thanks to growing demand for server and high-performance computing applications, according to industry sources.
  • Pan International expects strong 2H18
    Pan International, an affiliate of the Foxconn Group, expects sales from its electronic manufacturing service (EMS) business to pick up in the second half of 2018 as the tight supply of passive components has eased.
  • PCBs are seeing limited impact from the US and China trade tensions
    The US has recently kicked off imposing additional tariffs on roughly US$200 billion of imports from China, promoting Taiwan major assemblers of electronics products to seriously mull relocating their manufacturing operations from China back to Taiwan or to Southeast Asia. By contrast, PCB makers have...
  • Diode supplier Eris Technology expects its high-margin protection components such as transient voltage suppressors (TVS) to grow as a proportion of company revenues to 40% in two years, up from the current 23%.
  • Avary Holding (Shenzhen), a unit of Taiwan-based PCB firm Zhen Ding Technology, has started trading its shares on the Shenzhen Stock Exchange (SZSE).
  • Yageo has repurchased around NT$2.42 billion (US$178.6 million) worth of its common shares from the open market, at average price per share of NT$816.71, according to a company filing with the Taiwan Stock Exchange (TWSE).
  • Taiwan-based flexible PCB manufacturers have enhanced gradually their technology and manufacturing capability posing a threat to fellow Japan-based FPCB vendors such as Nippon Mektron, according to industry observers.
  • Strong HDI board shipments will be driving Unimicron Technology's revenue growth in the second half of 2018, according to the PCB manufacturer.
  • Taiwan's machinery imports are expected to see sharp increases in the second half of 2018, as suppliers of silicon wafers, memory and passive components have started to take delivery of equipment since the third quarter of the year to support their capacity expansions later, according to industry so...
  • Copper-clad laminate (CCL) supplier Iteq has announced consolidated revenues of NT$2.09 billion (US$67.8 million) for August 2018, up 9.2% on year and 4.4% sequentially.
  • Taiwan-based PCB manufacturers Compeq Manufacturing and Unitech Printed Circuit Board, and flexible PCB specialists Zhen Ding Technology and Flexium Interconnect have all posted sequential revenue increases in August 2018, with the latter two companies outperforming the former two in terms of growth...
  • MLCC supply shortfall has improved and pressure for price hikes has eased along with additional production capacities coming online in the second half of 2018, but Taiwan makers are optimistic that bright sales prospects will remain till at least 2020 on robust market demand, according to industry...
  • Shin-Etsu Chemical has announced plans to invest nearly JPY110 billion (US$990.6 million) to expand silicone materials production capacity over the next two to three years.
  • Morris Chang delivers a keynote speech at a forun during the ongoing Semicon Taiwan 2018
    Speaking at a forum during the ongoing Semicon Taiwan 2018, Taiwan Semiconductor Manufacturing Company (TSMC) founder Morris Chang said the semiconductor industry will outgrow global gross domestic product (GDP) over the next 10-20 years with innovation driving the sector growth.

Taiwan LCD monitors – 2Q 2018

Taiwan handsets - 2Q 2018

Taiwan LCD TVs – 2Q 2018

iPhone shipment analysis and forecast, 2H18

Global smartphone AP demand forecast till 1Q19

Global AP market, 2017-2021

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