Realtime news
Passive, PCB, other IC components
  • GaAs IC foundry Win Semiconductors expects to post double-digit on-year revenue growth in the second quarter of 2018.
  • wafer
    IC foundries, and PC and handset manufacturers continue to encounter rising costs of components and materials, and will see their gross margins come under downward pressure in 2018, according to industry sources.
  • Taiwan-based Taiflex Scientific, which supplies flexible copper clad laminates and PV module backsheets, has reported net profits for the first quarter of 2018 fell 39.8% sequentially and 2.4% on year to NT$97 million (US$3.3 million). EPS for the quarter came to NT$0.46.
  • Taiwan makers of MLCCs will stand to benefit from Japan-based Murata Manufacturing's move to drop the production of general-type MLCCs before the end of fiscal 2020 to allow more capacities for high-end automotive-use MLCCs.
  • Taiwan-based leadframe suppliers including Shuen Der Industry (SDI) and Jih Lin Technology are moving to expand their production capacities to satisfy growing demand for automotive electronics applications, especially high-spec and customized power devices, power modules and various sensors that involve...
  • passive components
    Increasingly serious shortfalls in the supply of passive components have disrupted production at some major EMS firms in Taiwan, undermining their shipments to brand clients, with consumers facing possible price hikes in the end market.
  • The world's leading semiconductor suppliers have significantly increased their combined market share over the past decade. According to IC Insights, the top-5 semiconductor suppliers accounted for 43% of the world's semiconductor sales in 2017, an increase of 10pp from 10 years earlier.
  • Taiwan-based diode makers have seen clear order visibility through the third quarter of 2018 while still facing tight supply of silicon epitaxial wafers, according to industry sources.
  • Passive component maker Yageo has reported consolidated revenues for March 2018 surged 32.8% sequentially and 80.1% from a year earlier to a record high of NT$4.27 billion (US$146.2 million).
  • General Integration Technology (GIT), a 3D printing and scanning hardware/software sales agent under the Aurora Group, has become a sales agent for Israel-based 3D printing developer Nano Dimension in the Taiwan market mainly, according to Aurora.
  • Taiwan-based leadframe suppliers plan to raise their prices 10-15% in the second quarter of 2018 to reflect tight supply, according to sources at IC backend houses.
  • Intelligent Epitaxy Technology (IntelliEPI), which supplies epi-wafers to the electronics and optoelectronics industries, is expected to see its overall production capacity expand 50-60% in 2018 after its new plant in Texas comes online, with its annual revenues likely to rise 10-15%, according to...
  • apple
    Taiwan-based Visual Photonics Epitaxy's (VPEC) VCSEL epi wafers are still pending validation by Apple, and joining the VCSEL 3D sensor supply chain for iPhones and other Apple consumer devices will be one of the firm's major business goals for 2018, according to industry sources.
  • Dow Electronic Materials, a business unit of DowDuPont's specialty products division, held recently a ribbon-cutting ceremony for its phase-four expansion at its Asia CMP Manufacturing and Technical Center in Hsinchu, Taiwan. The new building will expand manufacturing operations for the production...
  • Major IC packaging and testing players are actively developing an advanced fan-out panel level packaging (FOPLP) technology that can package chips on panels larger than 8-inch or 12-inch wafers to reduce the packaging cost, and the move in turn is inspiring Taiwan semiconductor equipment suppliers...
  • The price hikes and supply shortfall of silicone materials are not expected to ease by the end of the third quarter of 2018. This, coupled with growing penetration of the materials to the segment of new-energy automotive components, has inspired Topco Technologies, which distributes and sells silicone...
  • IC packaging material and tool distributor Niching Industrial saw its gross margin reach a record high of 23% in the fourth quarter of 2017. Gross margin for all of 2017 climbed to 20%, the highest annual level in 10 years.
  • Major MLCC firms are set to raise their quotes by 40-50% with the new prices to be effective from April 1, according to industry sources. The price rally may have limited impact on EMS and ODM vendors, but will likely become a source of increasing pressure for second-tier device manufacturers such...
  • Taiwan-based GEM Services, a backend house dedicated to MOSEFET chips and power modules, plans to expand monthly production capacity at its plant in Hefei, China by 30-50% to better fulfill increasing orders from Japan and Europe IDMs and Taiwan MOSFET makers, according to industry sources.
  • The new Samsung Galaxy S9+ equipped with 64GB of NAND flash memory (model number SM-G965U1) carries a bill of materials (BOM) cost of US$375.80, much higher than for previous versions of the company's smartphones. The preliminary estimated total is US$43.00 higher than costs for the Galaxy S8+, according...
  • Taiwan-based Episil Holdings, which makes silicon epitaxial wafers and provides foundry services at its 5- and 6-inch wafer fabs, expects to return to profitability in 2018 thanks to robust demand for MOSFET and epitaxial wafers.
  • Lite-On Semiconductor's board of directors has approved plans to distribute a cash dividend per share of NT$1.60 (US$0.06) for 2017 when it reported NT$1.80 in EPS.
  • Passive components in increasingly tight supply
    Taiwan suppliers of passive components and their downstream clients have shown divided views over when the lingering supply shortfalls and price hikes would ease. Though downstream customers expect a significant improvement to come in the next two quarters, suppliers opine that the situations may last...
  • Chip-on-film (COF) packaging demand will start to grow substantially in the second half of 2018, driven by the arrival of new smartphones featuring an edge-to-edge display, according to JMC Electronics, an affiliate of Chang Wah Electromaterials (CWE) specializing in the manufacture of COF substrate...
  • Metal-alloy chassis maker Catcher Technology has announced plans to subscribe to new shares of PCB firm Career Technology for NT$38 (US$1.30) each or a total of about NT$1.13 billion.

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