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Global supply chain: Key components
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Thursday 27 January 2022
Market Cap 100: 2021 shows golden age of Asian semiconductor industry
According to the latest Asia Supply Chain Market Cap 100 ranking, the Asian semiconductor industry is worth a total of US$1,156.9 billion by market cap. Taiwanese companies alone,...
Thursday 27 January 2022
Market Cap 100: Semiconductor and battery firms enjoy high PE ratio
The price-to-earnings ratio (PE ratio) data of "Asia Supply Chain Market Cap 100" told an interesting story – the market sentiment of specific countries and the industry attribution...
Thursday 27 January 2022
Industry watch: ICT business opportunities and challenges in 2022
The supply chain of Asia's ICT industry has evolved from a PC-driven era to an era led by mobile communication over the past 30 years. The smartphone and notebook markets have driven...
Thursday 27 January 2022
Nan Ya PCB to expand ABF substrate capacity in Taiwan and China
Taiwan-based Nan Ya PCB, which specializes in the manufacture of IC substrates, has announced plans to further expand fab capacities in Taiwan and China for high-end ABF substrates...
Thursday 27 January 2022
Semiconductor equipment billings stay robust
December billings among North American manufacturers of semiconductor production equipment slipped from the record high set in November.
Wednesday 26 January 2022
Foundry, IC service providers see booming orders but suffer component shortage
Semiconductor manufacturers, IC packaging/testing providers, and PCB manufacturing equipment makers, notably C Sun Mfg, Symtek Automation Asia, Ta Liang Technology, Ampoc Far-East,...
Wednesday 26 January 2022
PSMC has 70-80% of fab capacity reserved for long-term contracts
Pure-play foundry Powerchip Semiconductor Manufacturing (PSMC) has 70-80% of its fab capacity this year reserved for the long-term agreements it previously struck with customers,...
Wednesday 26 January 2022
Market Cap 100: China 5-Year Plan beneficiaries see value surge in 2021
The "Asia Supply Chain Market Cap 100" conducted by DIGITIMES showed that 6 out of the 9 high-growth companies that enjoyed more than 100% growth in market cap last year are semiconductor...
Wednesday 26 January 2022
Industry watch: A miracle in IT and air transport sectors
As far as I know, only three of the world's major airlines - Taiwan's China Airlines, Eva Air and South Korea's Korean Air - are still in the black under the pandemic. We can understand...
Wednesday 26 January 2022
Liton Technology to quarterly hike quotes for aluminum foil
Liton Technology has been in negotiation with clients about upward adjustments to quotes for formed and etched aluminum foil used to make aluminum electrolytic capacitors on a quarterly...
Tuesday 25 January 2022
Sufficient OLED DDI supply for notebooks unlikely within 2 years
With Samsung Electronics and other Korea-based panel vendors looking to promote OLED displays for notebooks, OLED display driver ICs (DDI) will see promising demand for notebook applications,...
Tuesday 25 January 2022
PMIC suppliers developing peripheral chips for GaN devices
Several Taiwan-based power management integrated circuit (PMIC) specialists are looking to seize opportunities in the GaN power device market by developing related peripheral ICs,...
Tuesday 25 January 2022
Compal ranks as top notebook ODM with record revenues in 2021
Compal Electronics ended 2021 as Taiwan's top notebook ODM with its revenues rising 17.8% on year to a record high of NT$1.23 trillion (US$44.40 billion), and still expects a double-digit...
Monday 24 January 2022
Highlights of the day: TSMC fast expanding packaging capacity
TSMC is keen on advancing its 3D IC packaging technology. The foundry house reportedly is planning to build a new advanced...
Monday 24 January 2022
More record-high revenues for UMC, PSMC in 1Q22
Pure-play foundries United Microelectronics (UMC) and Powerchip Semiconductor Manufacturing (PSMC) are poised to see their revenues hit record highs in the first quarter of 2022,...