TSMC's better-than-expected revenues for second-quarter 2019 in defiance of some operational hiccups may have come as a confidence boost, but a spate of variables may affect the pure-play...
It will take at least three months for global semiconductor inventories to be digested while semiconductor supply chain players are still plagued by overcapacity and clients' conservative...
ODMs and other suppliers engaged in the supply chain for Huawei's notebooks have disclosed that they will be informed in two weeks' time whether deliveries and developments for the...
Taiwan's chips and IC backend service suppliers have felt a sense of relief after the US government softened its stance against Huawei, and expect their order visibility from Huawei,...
Taiwan's handset TDDI IC supply chain for Huawei, including designers, backend COF service providers and substrate suppliers, have turned guardedly optimistic about their business...
Equipment vendors have recently seen increasing cases of PCB makers deferring new equipment installation schedules amid a weaker-than-expected outlook for 2019, according to sources...
Most of Taiwan-based chipmakers will likely experience a particularly weak second half of 2019, due to macro headwinds facing the chipmaking sector, according to industry observers...
Taiwan-based Intelligent Expiataxy Technology (IntelliEPI) expects its revenues for 2019 to rise 10-20% on year on growing demand for GaAs and InP-based epi wafers to support 5G infrastructure...
Taiwan-based Spirox, which distributes IC packaging and testing equipment, stands to benefit from the US-China trade war as it has seen a fast pickup in orders from China semiconductor...
Walton Advanced Engineering expects 2019 to be a challenging year for the memory backend specialist, citing continued falls in DRAM and NAND flash prices, and increasing uncertainty...
Taiwan power semiconductor MOSFET supply chain players are expected to see notable revenue pickups in the third quarter of 2019 with order visibility stretched through mid-August,...
SoftBank Group chairman Masayoshi Son has disclosed that he was not invovled in Arm's decision to stop shipments to Huawei in the wake of the US ban on the Chinese handset and telecom...
Foxconn Technology Group founder Terry Gou, SoftBank Group chairman Masayoshi Son, and Katerra CEO Michael E Marks gathered together at a Taipei forum on June 22 to dissect the importance...
The feasibility of Taiwan's PCB makers relocating production from China to Southeast Asia or elsewhere along with major downstream assemblers of electronics devices is quite low,...
Taiwan-based IC design houses are expected to enjoy a ramp-up in orders placed by Huawei, which intends to reduce its reliance on Qualcomm and other US chip giants, starting the second...
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