CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 3 August 2020
Taiwan 2Q20 economic growth estimated at -0.73%
Taiwan's economic growth for second-quarter 2020 is preliminarily estimated at -0.73%, 1.23pp lower than the 0.50% increase forecast in May 2020, according to the Directorate General...
Monday 3 August 2020
PCB shipments for new iPhones to peak in 4Q20, say sources
Taiwan's PCB makers in the supply chain for Apple devices will see their shipments for new iPhones not peak until the fourth quarter this year as Apple has confirmed its iPhone 12...
Monday 3 August 2020
ASE sees pick-up in orders from communication chip segment
ASE Technology Holding expects to generate sequential revenue growth through the fourth quarter of 2019, judging from a substantial pick-up in orders for communications chips.
Monday 3 August 2020
MediaTek expects 3Q20 revenues to grow 22-30% sequentially
MediaTek has estimated its third-quarter 2020 revenues will reach NT$82.5-87.9 billion (US$2.75-2.79 billion) for a 22-30% sequential growth, well beyond market expectations, as shipments...
Monday 3 August 2020
Huawei diversifying purchases of 5G APs
Huawei is increasing the proportion of mobile application processors (APs) from third-party suppliers for its smartphones, reducing use of Kirin chips from its subsidiary HiSilicon...
Monday 3 August 2020
Silicon Motion expects up to 17% revenue decline in 3Q20
NAND flash device controller specialist Silicon Motion Technology expects to post revenues of between US$114 million and US$120 million in the third quarter of 2020, down 12-17% sequentially,...
Monday 3 August 2020
Taiwan ICT product shipments may slow down in 2H20, says TIER
Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to...
Friday 31 July 2020
NAND flash, DRAM to remain largest IC market segments
DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to IC Insights.
Thursday 30 July 2020
Nvidia sees strong sales from datacenter applications
Nvidia is enjoying rising demand for its Ampere-based A100 GPUs from datacenter operators including Amazon Web Services (AWS), Baidu and Microsoft, and saw revenues from the datacenter...
Thursday 30 July 2020
MOSFET vendor Excelliance MOS posts record 2Q20 results
MOSFET chip specialist Excelliance MOS saw its revenues for second-quarter 2020 spike 52.6% sequentially and 25.6% on year to a record high of NT$534 million (US$17.80 million), and...
Thursday 30 July 2020
Display driver IC firms to see robust revenue growth in 3Q20
Most Taiwan-based LCD driver IC suppliers have seen their order visibility improve as handset brands gear up for the launch of new models in the third quarter, and PC and notebook...
Thursday 30 July 2020
Flexium building new plant for mmWave LCP antenna modules
Taiwan's flexible PCB maker Flexium Interconnect has disclosed its plant which is being constructed in Kaohsiung, southern Taiwan at a cost of NT$10 billion (US$333.33 million) will...
Wednesday 29 July 2020
Taiwan 1H20 patent applications down
Local and foreign applicants applied for 33,954 patents in Taiwan in first-half 2020, decreasing 4.45% on year mainly due to the coronavirus pandemic, according to Intellectual Property...
Wednesday 29 July 2020
Gudeng posts profit growth in 2Q20
Taiwan-based Gudeng Precision Industrial, a semiconductor front-end equipment manufacturer specializing in mask solution products and wafer handling equipment, has disclosed net profits...
Wednesday 29 July 2020
AUO ramping up 8K TV panel production
AU Optronics (AUO) has launched a series of 65- to 85-inch 8K bezel-less panels targeting the high-end TV segment, according to company sources.