IT components, peripherals
  • Asia Optical's factories are running at full capacity
    Asia Optical has fully utilized capacity for optical lenses used in video conferencing devices thanks to continued strong demand in the wake of coronavirus pandemic, according to company chairman Robert Lai at a May 6 investor conference.
  • Chicony enjoyed strong revenues and profits in 1Q21
    Notebook-use keyboard and CCM (compact camera module) maker Chicony Electronics saw its revenues, gross margins and operating profits all hit record highs in the first quarter of 2021, buoyed by a strong influx of orders for PC applications.
  • advantech
    Industrial PC maker Advantech expects its second-quarter 2021 sales to be affected by the ongoing shortages of upstream components, with 5-10% of the orders set to see delays in delivery, according to the company.
  • foxconn
    EMS giant Foxconn, taking a step further in its transformation, has formed a joint venture with passive component maker Yageo for the development and sales of what they call "small ICs" - semiconductor chips with ASP lower than US$2.00...
  • bitcoin
    Bitmain, a vendor of bitcoin mining ASICs and equipment, has placed 5nm chip orders with TSMC with production slated to kick off starting the third quarter, according to industry sources.
  • Yageo chairman Pierre Chen (left) and Foxconn chairman Young-Way Liu
    Foxconn (Hon Hai) Technology Group and Yageo have announced plans to form a joint venture for the development and sale of semiconductors.
  • Largan Precision CEO Lin En-ping
    Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$3.399 billion (US$120 million) for April, decreasing 15.26% sequentially and 27% on year.
  • The CPU for the redesigned PS5 to enter production in 2Q22
    Suppliers including foundry TSMC are expected to kick off production for the redesign of Sony's PlayStation 5 (PS5) games console between the second and third quarters of 2022, according to industry sources.
  • chicony
    Power supply maker Chicony Power Technology has obtained orders with shipments scheduled until third-quarter 2021, according to the company.
  • Apple may become the largest AIO PC brand in 2021
    With chip and component suppliers prioritizing their shipments supporting high-end products, such as the iMac, Apple is likely to overtake HP as the top all-in-one (AIO) PC brand vendor, according to industry sources.
  • samsung
    The four major subsidiaries of Samsung Electronics in Vietnam garnered revenues of US$63.25 billion in 2020, decreasing 4% from a year earlier, with their combined earnings sliding to US$3.8 billion from US$4.3 billion during the same period, according to local media reports.
  • MSI enjoyed surging profits in 1Q21
    Motherboard and graphics card maker Micro-Star International (MSI) has reported net profits climbed 109.3% sequentially and 233.5% on year to a record high of NT$4.17 billion (US$149.2 million) in the first quarter of 2021.
  • tsmc
    Sony's CIS orders may have failed to materialize, but strong demand from other major clients have quickly filled the gap that would have been occupied by the Japanese vendor at TSMC. Persistently tight supply in the semiconductor sector...
  • amd
    Major Taiwan-based IC substrate suppliers Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology are negotiating with AMD a new form of supply deals under which the suppliers would build production lines dedicated to serving the US client, according to industry sources.
  • a
    Taiwan Surface Mounting Technology (TSMT) will trial surface mounting of miniLED chips, ICs and other components on PCBs for use in backlighting of two MacBook models to be launched in second-half 2021, according to industry sources.
  • Server shipments will grow over 10% in 2Q21
    Global server shipments are expected to slip by only 1.6% sequentially in the first quarter of 2021 despite the quarter being a traditional slow season, according to Digitimes Research's latest figures from its Server Tracker.
  • Lite-On Technology president Anson Chiu
    Lite-On Technology released financial report for the first quarter of 2021, with net profit reaching NT$4.263 billion (US$150 million), the historically highest quarterly level.
  • Demand for Mac products with the M1 chip is robust
    Apple saw first-quarter 2021 sales of its MacBook series adopting M1 chips grow 4.9% sequentially and 70.09% on year to a record quarterly high of US$9.102 billion, mainly driven by growing popularity of in-house developed M1 processors and strong demand for stay-at-home applications, according to...
  • Delta expects a sequential increase in 2Q21 revenues
    Power supply and energy management solution provider Delta Electronics expects sales in the second quarter to outperform the prior quarter's levels, judging from better order visibility for the quarter.
  • Intel may experience challenges in providing foundry services
    Intel has advanced chip manufacturing technologies, but it may still experience challenges in its bid to provide wafer foundry services to third-party companies, according to sources from the semiconductor industry.
  • Apple saw strong revenue growth in fiscal 2Q21
    Apple has announced financial results for its fiscal 2021 second quarter ended March 27, 2021, posting revenues of US$89.6 billion, up 54% on year, and quarterly earnings per diluted share of US$1.40.
  • Syncmold Enterprise extends production via merging with two makers
    Hinge and TV/monitor stand maker Syncmold Enterprise is looking to extend production to hinges used in notebooks, and to components of fitness equipment, foldable devices, smart devices, electric vehicles (EV) and 5G-related products.
  • hynix
    SK Hynix has reported operating profit climbed 37% sequentially and 66% on year to KRW1.32 trillion (US$1.19 billion) in the first quarter of 2021, while revenue grew 7% on quarter and 18% from a year earlier to KRW8.49 trillion.
  • server
    Intel's overall sales for first-quarter 2021 were flat but revenues from its datacenter business dropped 20% on year, seriously undermining the chip giant's profitability. Intel has now released its third-generation 10nm Xeon datacenter...
  • a
    Power supply maker AcBel Polytech has landed orders for electric vehicle (EV) components from two clients, with production to begin at year-end 2021, according to company president Jerry Hsu.

Taiwan notebooks – 1Q 2021

Global server market – 1Q 2021

Taiwan LCD monitors – 4Q 2020

Global server shipment forecast and industry analysis, 2021

China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025

Global LCD panel shipment forecast, 2021 and beyond

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