TSMC's ecosystem partners based in Taiwan are expected to post strong sales results for the first quarter of 2021, as well as the entire year, buoyed by brisk demand for chips fabricated by the pure-play foundry, according to industry sources.
Fab toolmakers, for example, are set to benefit from TSMC's ambitious capex plan this year, the sources said.
Materials Analysis Technology (MA-tek), dedicated to semiconductor materials analysis, IC test and verification services with close relationship with TSMC, has reported revenue surged 7.8% on year to NT$244 million (US$8.72 million) in January 2021. In addition to robust demand from its major client, demand for 5G infrastructure in China also buoyed MA-tek's sales performance during the month, the company said.
MA-tek also disclosed that its Shanghai lab has enjoyed a strong pull-in of orders prompting the lab to stay operational during the upcoming Lunar New Year holidays, the Taiwan-based company indicated.
MA-tek provides materials analysis (MA), reliability analysis (RA) and failure analysis (FA) services, and has seen demand ramp up for not only 5G infrastructure and other 5G related device applications but also electric vehicles. The company has also stepped up the development of its offerings for new-generation 3nm and 2nm chip designs.
Kinik specializes in silicon wafer reclaim services with major customers including TSMC and Micron Technology. Kinik is also a supplier of diamond disks for use in TSMC's advanced process manufacturing, and will be among the beneficiaries of TSMC's 3nm output ramp-up as well as 28nm capacity expansion, according to industry sources. Sales generated from its diamond disk business are expected to climb at least 20% on year in 2021, the sources said.
Kinik has disclosed revenue of NT$473 million for January 2021, up 19.6% on year and 0.6% on month.
