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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 18 February 2021
Highlights of the day: Notebook ODMs to see robust 1Q21
With demand remaining robust, ODMs are expected to see their first-quarter 2021 notebooks shipments drop by only 10-15%...
Thursday 18 February 2021
Taiwan leadframe makers to post revenue growth through 3Q21
Taiwan-based leadframe makers including Shuen Der Industry (SDI) and Jih Lin Technology are poised to post sequential revenue increases through the third quarter of 2021, thanks to...
Thursday 18 February 2021
Yen Sun sees supply of automotive cooling fans fall short
Taiwan-based Yen Sun Technology's supply of automotive cooling fans is falling short of demand, with clear order visibility extended through second-quarter 2021.
Thursday 18 February 2021
PCB makers set to record strong 1Q21
Taiwan-based PCB manufacturers are set to record a particularly strong first-quarter 2021, judging from their significant revenue increases for January and clear order visibility...
Thursday 18 February 2021
Notebook ODMs to see milder drop in 1Q21 shipments
Notebook ODMs will see their shipments decline 10-15% sequentially in the first quarter of 2021, compared to larger decreases of over 20% during the same period in previous years,...
Thursday 18 February 2021
TSMC could set up fab in Europe
TSMC could set up an advanced wafer fab in Europe, where demand for leading-edge chip fabrication is promising, according to industry observers.
Wednesday 17 February 2021
Backend houses to thrive on strong demand for 5G, Wi-Fi 6 chips in 2021
Taiwan's IC backend supply chain players are poised to embrace another robust year in 2021 driven by strong demand for 5G and Wi-Fi 6 applications, after logging full capacity utilization...
Wednesday 17 February 2021
Eris sees diode capacity fully booked throughout 2Q21
Taiwan-based diode maker Eris Technology has landed orders enough to keep its production lines for consumer diodes, automotive diodes, and protective components running at full capacity...
Wednesday 17 February 2021
EMC component demand promising
EMC (electromagnetic compatibility) component demand for high-frequency and high-speed surge protectors and filters has been rising for applications ranging from 5G, AI and automotive...
Wednesday 17 February 2021
Competition in 5G mmWave SoC market to heat up in 2H21
MediaTek's recently announced mmWave-enabled M80 5G modem chip is likely to fuel competition in the mmWave SoC solution market in the second half of 2021.
Wednesday 17 February 2021
Pegatron January revenues hit 11-month low
Pegatron has reported consolidated revenues of NT$82.419 billion (US$2.90 billion) for January, the lowest monthly level since March 2020.
Tuesday 9 February 2021
LCD panel makers post sequential falls for January revenues
LCD panel makers AU Optronics (AUO) and HannStar Display, as well as related component suppliers including Radiant Opto-Electronics, Global Lighting Technologies (GLT) and FineMat...
Tuesday 9 February 2021
Taiwan quartz component makers to embrace strong 1Q21
Taiwan-based quartz component makers including TXC, Siward Crystal Technology, and Harmony Electronics are poised to enjoy a particularly strong first quarter of 2021 due to robust...
Tuesday 9 February 2021
Chipbond, ChipMOS to enjoy strong 1H21
Display driver IC backend specialists Chipbond Technology and ChipMOS Technologies are both poised to enjoy a strong first half of 2021, driven by continued strong demand for small-size...
Monday 8 February 2021
Highlights of the day: TSMC to faces challenges from political pressure
Following the setup of an advanced wafer fab in the US because of the US government's pressure, TSMC is now facing pressure...