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IN THE NEWS
Tuesday 8 October 2019
Win Semi 3Q19 revenues beat guidance
GaAs foundry Win Semiconductors' third-quarter 2019 revenues climbed over 40% sequentially, beating its estimate of about 30% growth, due partly to strong demand for compound semiconductor...
Monday 7 October 2019
EMC upbeat about 4Q19
Taiwan's leading CCL maker Elite Material (EMC) expects significant revenues for fourth-quarter 2019, bolstered by encouraging sales of iPhone 11, according to industry soruces.
Monday 7 October 2019
Chinese drive to de-Americanize supply chain seen as black swan for 5G chips market
China's de-Americanization campaign, a move aimed at cutting reliance on the US suppliers of crucial semiconductor components and technologies, has emerged as the largest black swan...
Friday 4 October 2019
Global server shipment forecast, 2020 and beyond
According to Digitimes Research's observation, the server market is experiencing sluggish growth in 2019 with customer inventory level running high. However, as inventory depletion...
Friday 4 October 2019
GaAs firms to thrive on robust VCSEL, PA, RF demand
Taiwan-based GaAs IC foundries and epitaxial wafer suppliers are set to enjoy strong sales in the fourth quarter of 2019 and beyond, driven by robust demand for VCSEL and PA (power...
Friday 4 October 2019
TSMC 7nm process attracts multiple orders for AI processors
TSMC with its competitive 7nm process technology has obtained orders for made-for-AI chip processors from Nvidia, Xilinx and Qualcomm, and a number of China-based vendors such as...
Thursday 3 October 2019
COF tech to gain ground in integrating handset TDDI, fingerprint ID chips in 2020
Taiwan's COF (chip on film) supply chain is poised to embrace a prosperous year in 2020, as new COF solutions are expected to be massively applied to integrate optical in-display...
Wednesday 2 October 2019
Highlights of the day: CMOS sensor suppliers see strong demand from Huawei
The semiconductor supply chain is eyeing the robust demand from 5G commercialization. IC designers are designing chips supporting 5G, and in turn their backend partners are also gearing...
Wednesday 2 October 2019
Sony, OmniVision enjoy robust demand from Huawei
CMOS image sensor suppliers Sony and OmniVision have both enjoyed robust demand for multi-camera smartphones from Huawei, with their regional distributors and backend suppliers being...
Monday 30 September 2019
Huawei camera lens orders may reach 1.5 billion units in 2020
Huawei's procurement of smartphone camera lenses for 2020 may reach as high as 1.5 billion units, according to sources from the upstream supply chain.
Thursday 26 September 2019
TSMC leading-edge fab investments set stage for sale surge in 2H19
Taiwan Semiconductor Manufacturing Company's heavy investments in advanced wafer-fab technology are set to pay off significantly for the world's largest silicon foundry as it continues...
Thursday 26 September 2019
5G phone shipments in China, Korea to total 10 million units in 2019
Combined shipments of 5G-enabled smartphones from Chinese and Korean vendors are expected to reach about 10 million units in 2019 - a result of collaboration between telecom operators...
Wednesday 25 September 2019
PTI to invest US$200 million to expand high-end testing capacity
Backend house Powertech Technology (PTI) plans to invest up to US$200 million to expand production capacity for high-end logic chips at its Suzhou (China) plant, according to market...
Tuesday 24 September 2019
Supply chain upbeat about mini LED sector in 2020
Strong demand for mini LED in 2020 is expected offer related equipment suppliers, driver IC vendors, panel makers and materials distributors lucrative business opportunities.
Wednesday 18 September 2019
PCB shipment prospect for new iPhones uncertain till early October
PCB manufacturers in the supply chain for Apple's iPhone 11 series are keeping a close eye on the new models' initial sales performance, which will determine their shipment momentum...