Compeq positive about high-end HDI PCB demand
Consumer electronics devices including smartwatches and Bluetooth headsets will increasingly adopt high-end HDI boards, according to PCB manufacturer Compeq Manufacturing. Overall HDI PCB demand is promising, said the Taiwan-based firm.
A Japan-based vendor reportedly is looking for a buyer for its automotive IGBT manufacturing lines from among makers in Taiwan and China, according to industry sources.
Taiwan PCB maker HannStar Board sees little impact from the US hiking tariffs from 10% to 25% on US$200 billion worth of Chinese imports starting May 10, but may face significant impact if the Trump administration expands the tariffs to another US$325 billion of Chinese goods that cover almost all...
HannStar Board enhancing product mix
HannStar Board remains focused on the improvement of its product mix, and has plans to roll out 30-layer PCBs this year, according to the Taiwan-based company.
Elite Advanced Laser reports decreased earnings for 1Q19
Laser diode packaging firm Elite Advanced Laser has reported decreased earnings for the first quarter of 2019, citing sharp price declines of 2.5G (Gigabit per second) GPON devices and weak demand for its 3D sensing and green laser products.
The global IC packaging and testing market had a scale of US$28 billion in 2018 with the top-10 players commanding a combined 84% share. Three of the top-10 players are based in China. Of the four sectors in China's semiconductor industry, packaging and testing is the one with technologies closest...
ABF substrate supply remains tight
The supply of ajinomoto build-up film (ABF) substrates has been tight, and will continue to fall short of demand in the second half of 2019, according to industry sources.
Excelliance MOS, Sinopower profits surge in 1Q19
Taiwan-based MOSFET firms Excelliance MOS and Sinopower Semiconductor have reported on-year increases of 49% and 51.5%, respectively, in net profits for the first quarter of 2019.
Nan Ya PCB posts smaller loss in 1Q19
PCB and IC substrate maker Nanya Printed Circuit Board saw its net loss improve to NT$278 million (US$8.9 million) in the first quarter from loss of NT$677.9 million during the same period in 2018, with the improvement attributed partly to the launch of substrates for new-generation network communications...
Tripod Tech posts 30% profit increase in 1Q19
PCB manufacturer Tripod Technology has reported net profit surged 30.5% from a year earlier to NT$1.08 billion (US$34.7 million) in the first quarter of 2019, with EPS coming to NT$2.05.
China at the moment has as many as 30 semiconductor fabs under construction - the most ambitious investment plan the global semiconductor industry has ever seen. China's memory industry was originally meant to be a key growth driver, but it has lost momentum after the US ban on exports to China-based...
Unimicron Technology has disclosed plans to invest a total of NT$20 billion (US$644.7 million) in R&D and expanding production capacity for advanced flip-chip (FC) substrates through 2022 to tap business opportunities arising from 5G, artificial intelligence (AI) and big data.
Asian Edge: China semiconductor self-sufficiency
The different sectors of the semiconductor industry are clearly defined with specific work, and therefore each sector's self-sufficiency rate must be looked at in their own right. The meaning of "Made in China" would mean little if seen in a confusing perspective. Lumping together the production values...
IntelliEPI April revenues fall 23.8%
GaAs epi-wafer company Intelligent Epitaxy Technology (IntelliEPI), which uses MBE (molecular beam epitaxy) growth technology, saw its revenues for April plunge 23.8% on month to NT$48 million (US$1.55 million) on liquid nitrogen system construction errors committed by its engineering contractor. The...
PCB drill bit maker Topoint Technology saw its net profits decline 49.5% from a year earlier to NT$31 million (US$1 million) in the first quarter of 2019, with capacity utilization rates falling below year-ago levels.
Substrate-like PCB demand looks promising
With more smartphone vendors looking to adopt substrate-like PCBs in their high-end models, and more other mobile devices including notebooks and tablets set to incorporate SLPs, SLP demand is expected to be bullish, according to industry sources.
Undoubtedly the semiconductor industry is a key factor underlying the US-China trade war. However, when we try to understand the strength and progress of China's semiconductor industry, we discover that all the figures seem connected and yet cannot be compared directly. The production value of the...
Flexible PCB specialist Zhen Ding Technology, which has been diversifying its offerings to include substrate-like PCBs and rigid-flex boards, saw its consolidated revenues for April 2019 surge 23% from a year earlier.
Japan's Meiko Electronics has reportedly obtained major substrate-like PCB (SLP) orders from Samsung Electronics for its Galaxy devices, and plans to build additional SLP production lines at its manufacturing site in Vietnam this year, according to industry sources.
Unitech growing rigid-flex PCB shipments for AirPods
Unitech Printed Circuit Board has been ramping up rigid-flex PCB shipments for Apple's AirPods 2, the order visibility for which has extended through early 2020 at least, according to industry sources.
CCL firm Iteq posts profit growth in 1Q19
Copper-clad laminate (CCL) specialist Iteq has reported net profit surged 40.4% from a year earlier to NT$506 million (US$16.4 million) in the first quarter of 2019. EPS for the quarter came to NT$1.64, outperforming its fellow Taiwan-based CCL companies including Elite Materials (EMC) and Taiwan Union...
Conditions in the global semiconductor market have deteriorated rapidly since the start of the year, with IHS Markit revising its 2019 growth outlook to a decline of 7.4% in revenue.
Huawei demanding more COF substrate supply
Huawei has demanded more supplies from Taiwan-based chip-on-film (COF) substrate manufacturers including JMC Electronics and Chipbond Technology (formerly Simpal Electronics), and has already reserved the majority of production capacities at both COF substrate suppliers, according to industry source...
Taiwan-based Taiflex Scientific, a supplier of flexible copper-clad laminates (FCCL), expects orders placed by its China-based handset clients to play a major driver of revenue growth this year.
LandMark Optoelectronics, a maker of GaAs- and InP-based epitaxial wafers, expects its shipments of 25G single-line photonic chips and 100G modules for datacenters and 5G base stations to gain momentum at the end of the second quarter or early in the third quarter of 2019, according to company sourc...
Taiwan LCD TVs – 1Q 2019
Taiwan's LCD TV shipments plunged 35.5% sequentially to reach only 6.26 million units in the first quarter of 2019 due mainly...
Taiwan large-size LCD panels – 1Q 2019
Taiwan's large-size panel shipments dropped 12.8% sequentially and 7.5% on year to come to 54.4 million units in the first quarter...
Taiwan small- to mid-size LCD panels – 1Q 2019
Small- to medium-size panel shipments went down 23.6% sequentially and 38.2% on year to arrive at only 183.74 million units.
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...
Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets
This Digitimes Research Special Report offers global shipment forecasts for three major mobile device market segments - smartphones,...