Optical lens maker Calin Technology sees brisk order visibility for camera lens for use in security control, video conferencing and automotive applications, but has expressed concerns that a resurgence of the COVID-19 outbreak in Southeast Asia may disrupt the supply chain.
Taiwan's incentives program has attracted NT$824.4 billion (US$29.4 billion) in investments from businesses returning from China over the past two years, according to the Ministry of Economic Affairs (MOEA).
Global notebook shipments wee weaker than expected in second-quarter 2021, thanks to components shortages. Global notebook shipments will see less than 2% sequential growth in the third quarter. Smartphone AP shipments into China grew about 3% sequentially in the second quarter, and will rise by anohter 7% in the third quarter. DIGITIMES recently talked to tech venture specialist Vitaly M Golomb about the EV trends ahead of his participation in the upcoming "Asia Venturing (II): Tech-Driven Mobility" event.
Apple is expected to adopt more integrated passive devices for its new products, boosting businesses at its manufacturing partners TSMC and Amkor. Macronix, reportedly a supplier for Nintendo's upcoming Switch console series, is stepping up shipments of its ROM memory chips. Taiwan's driver IC vendors expect strong results for third-quarter 2021, thanks to robust pricing and tight supply from their foundry partners.
Power supply maker and energy management solution provider Delta Electronics, based on order visibility, expects consolidated revenues for third-quarter 2021 to significantly increase on quarter, according to company chairman Yancey Hai.
Aliyun, the largest cloud datacenter operator in China and an affiliate of Alibaba, is pushing to establish standards and modularization of immersion liquid cooling solutions, according to industry sources.
A surge in COVID infections in Southeast Asia is hitting Japanese carmakers' production in the region. And COVID-inflicted disruptions to logistics services have prompted Vietnam to introduce a new rail transport route to Europe.
Yangtze Memory Technologies (YMTC) has kicked off mass production of 128-layer 3D NAND flash memory for a home-grown SSD series, according to industry sources.
Medical artificial intelligence (AI) company Neurobit has announced its completion of angel round today, saying that since the seed round, the Taiwan-based startup has secured over US$1.1 million investment.
With its Vive business and ecosystem continuing to expand, HTC saw its net losses narrow further in the second quarter of 2021 with a higher gross margin.
EMS provider Lite-On Technology has landed orders for components and devices used in power charging piles for electric vehicles (EVs) from clients in North America mainly, and will undertake small-volume trial production in the third quarter of 2021 and start volume production in the following quarter, according to company president Anson Chiu.
GaAs- and InP-based epitaxial wafer maker LandMark Optoelectronics (LMOC) has obtained orders of LD (laser diode) sensors from a US-based head-mounted device vendor, with trial production to begin in the third quarter of 2021 and volume production to kick off at the end of the year, according to the company.
The rising costs from logistics as well as components and materials have started bringing pressure to downstream brand vendors such as Apple and Asustek Computer, according to some market observers.
Listed on Thailand stock Exchange in 2002, AAPICO Hitech was founded in 1996 by Yeap Swee Chuan and headquartered in Thailand. AAPICO expanded from manufacturing jigs and stamping die to manufacturing OEM car parts including floor parts, crossmembers, and plastic fuel tanks for Thailand's major car-assembling providers.
Fabrinet is one of the world's largest manufacturers of optical transceivers. Headquartered in George Town, Cayman island, Fabrinet was founded in 2000 by Seagate co-founder David T. Mitchell with an initial capital of US$1 million.
European Commission's Fit-for-55 package passed on July 14 is expected to prompt datacenter operators to act more keenly in adopting liquid cooling solutions.
EZconn, a specialist in RF connectors and optical fiber devices, has said its two-pronged strategies to shift its primary markets to the US and Europe from China and focus more on high-margin products have begun to pay off.
ROM and NOR flash memory maker Macronix International saw its net profits climb 110% sequentially to NT$1.93 billion (US$68.6 million) in the second quarter of 2021, buoyed by rising chip shipments and ASPs. EPS for the quarter came to NT$1.04.
Texas Instrutments has given a less optimistic outlook for the third quarter of 2021, but industry sources have claimed that TI still sees prolonged lead times. TSMC has disclosed it is in early talks with clients about the feasibility of constructing a fab in Germany, and industry observers say such a fab could be a boost to Europe's car supply chain. DIGITIMES Asia president Colley Hwang has just published the first of his latest series of analysis of the global IT supply chain.
Propelled by the relentless efforts of Korean and Chinese panels makers, the application of the AMOLED panels has made significant headway in the tablet and notebook sector since 2021.
Optical component and module maker Young Optics saw operation for the second quarter of 2021 swing into profitability from consecutive net losses for six quarters, according to the company.
Since the outbreak of COVID-19 at the end of 2019, the global economy and people's lives have been greatly affected. Going to banks, hospitals, shopping at supermarkets, religious activities, and other daily activities, for example, all came under restrictions. In addition, onsite exhibitions that used to have large crowds have now almost all turned to the online format, including major international exhibitions such as CES and COMPUTEX. Although there are many online exhibition solutions on the market, they all focus on product exhibits and lack a platform for follow-up business opportunities and communication, relying only on traditional email, text customer service, telephone customer service, and video conferencing. These traditional communication modes lack scheduling design and are unable to provide appointment communication services and interactive functions, which in turn weakens the effectiveness of the online exhibition.
After the peak of component crunch in the second quarter along with insufficient inventory in the third quarter, stress of stagnant deliverables on the highway seems to have been relieved. A consensus of the supply chain is to let the manufacturers breathe. The fourth quarter is in line with the traditional off-season, and the days should be easier. From foundries to IC design houses, Taiwanese manufacturers are in the limelight now. DIGITIMES Asia has noted in its reports that the foundry sector is now a seller's market with strong demand to last in end of 2022. Such messages are based on dynamic changes in demand-supply status of IT industry from the most upstream of the supply chain. Component shortages and component cannibalization require long-term rolling tracking. DIGITIMES Asia has been making dynamic adjustments to its views in line with rolling forecasts.
Although the supply of automotive chips in the second half of the year remains slow and the overall shortage of materials continues to affect future shipment, the automotive lighting module maker, Excellence Optoelectronics (EOI) still expects its sales performance in 2021 to be better than 2020.
