Notebook PCB makers expect strong 4Q20
Taiwan-based notebook PCB specialists expect a stronger-than-ever fourth quarter this year, bolstered by persistent demand for notebooks supporting stay-at-home economy, according to industry sources.
China's regulators have given the go-ahead for Diodes' planned acquisition of Lite-On semiconductor, with the deal expected to close by the end of November.
Taiwan 2020 semiconductor output to exceed NT$3 trillion
Taiwan's semiconductor industries generated NT$2.7 trillion (US$91 billion) in output in 2019, and the value in 2020 is expected to exceed NT$3.0 trillion, said premier Su Tseng-chang in his opening speech at SEMICON Taiwan 2020 on September 23.
Both Intel and AMD reportedly have resumed shipments to Huawei after obtaining export permits from US authorities, but Taiwan's IC substrates do not expect their revenues to receive much of a boost as a result, according to industry sources.
The intensifying US-China tensions are driving Beijing to accelerate its push for semiconductor self-sufficiency. China's 14th 5-year plan running 2021-2025 will focus its IC industry development on third-generation semiconductors such...
PCB equipment supplier Symtek optimistic about 2021
PCB equipment supplier Symtek Automation Asia (SAA) expects higher sales in second-half 2020 than in first-half 2020, with even brighter market prospect for 2021.
PCB makers are cautious about their ASP growth this year due to insignificant specs upgrades in flagship smartphones rolled out by their China-based clients, according to industry sources.
Transcom to expand factory site in southern Taiwan
GaAs device and foundry company Transcom has disclosed plans to expand its factory site at the Southern Taiwan Science Park (STSP) to satisfy robust demand for military applications.
Taiwan's leading III-V semiconductor player Win Semiconductors is gearing up its foundry support for Qualcomm after having stopped shipments to Huawei/HiSilicon, as the US chipmaker has massively adopted GaAs-based 5G PA solutions for sales to non-Huawei Chinese handset vendors, according to industry...
Taiwan-based MOSFET chip suppliers have stopped accepting low-margin orders, while giving supply priorities to established clients amid tight capacity at upstream 8-inch foundry fabs, according to industry sources.
TSMC's has disclosed that its 3nm process will continue to adopt a FinFET structure, but the foundry reportedly will take a new approach to its 2nm chip development, replacing FinFET with GAA transistors. Meanwhile, strong demand for...
Taiwan-based Unimicron, Nan Ya PCB and Kinsus Interconnect Technology have seen their ABF substrate capacities fully booked throughout the first half of 2021 thanks to strong demand for processing high-performance CPU, GPU, AI and networking chips, according to industry sources.
Ampoc sees robust demand for PCB equipment
Ampoc Far-East has disclosed it has obtained orders for PCB manufacturing equipment from Taiwan-based ABF substrate makers who are expanding production capacity, with shipments scheduled until year-end 2020.
Tainergy Tech has no plans to forge any strategic alliance with players in the third-generation semiconductor sector for the moment, according to the firm's president Kevin Hsieh.
Two major GaN-on-SiC production camps forming in Taiwan
Taiwan-based solar module maker Tainergy Tech reportedly has sent samples of its newly developed semi-insulating SiC (silicon carbide) substrates for validation by GaAs foundry specialist Win Semiconductors, which is building its GaN-on-SiC production ecosystem, according to industry sources.
Taiwan-based PCB makers APCB and Apex International, both with manufacturing operations in Thailand, are expected to enjoy new business opportunities arising from Korean makers of DRAM modules relocating production from China to Southeast Asia, according to industry sources.
Non-Huawei Chinese handset vendors are significantly scaling up orders with Taiwanese makers of HDI boards for midrange and high-tier handsets, seeking to snatch more market shares in China at the expense of the tech giant, according to industry sources.
Taiwan IC distributors to step up deployments in India
With system vendors and contract manufacturers relocating part of their production to India, Taiwan-based IC distributors are encouraged to step up their deployments in the region, according to industry sources.
Taiwan's PCB makers in the supply chain for Sony's PS5 expect stable shipments of rigid mainboards for the new hgame console in the fourth quarter of 2020, according to industry sources.
SiP substrates adopted for processing core processors and peripheral components for new Apple Watch models reportedly will be all supplied by three Taiwanese makers, Unimicron Technology, Nan Ya Technology and Kinsus Interconnect, according to industry sources.
HLJ Technology, a Taiwan-based supplier of VCSEL chips for Apple AirPods, has nearly completed construction of a 6-inch VCSEL wafer plant, with production to kick off in fourth-quarter 2020, according to industry sources.
Advanced Printed Circuit Board (APCB) expects strong PCB demand for notebook lens modules and DRAM modules supporting the stay-at-home economy to drive its performance in the second half of 2020.
Highlights of the day: Arm faces risks in China market
Taiwan-based quartz crystal components maker TXC has reported its monthly revenue surpassed NT$1 billion (US$34.2 million) for the first time in August 2020, and has disclosed plans to build four new production lines in the first quarter of 2021.
Qualcomm's next-generation mid-tier 5G SoC solutions will come with RF360's second-generation 5G GaAs power amplifiers (PA) that will enable handset makers to roll out new 5G phones with high price/performance ratios in 2021, according to industry sources.
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
Taiwan LCD TVs – 2Q 2020
Taiwan makers' TV shipments reached 6.28 million units in the second quarter of 2020, growing 35.1% sequentially.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...