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Global supply chain: Key components
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Thursday 16 July 2020
PC-related chip suppliers look to double-digit revenue gains in 3Q20
Taiwan-based IC design houses specializing in PC-related chip solutions are expected to post double-digit revenue growth in the third quarter of 2020, thanks to a continued pull-in...
Thursday 16 July 2020
TSMC expects 3Q20 revenue to increase 9%, raises outlook
TSMC expects to post revenues of between US$11.2 billion and US$11.5 billion in the third quarter of 2020, which is a 9.3% sequential increase at the midpoint. Gross margin and operating...
Thursday 16 July 2020
Chinese makers gaining dominance in panel industry
China's panel makers are now in a better position in influencing the course of the LCD sector's development and pricing trends, thanks to the Korean counterparts Samsung Display and...
Thursday 16 July 2020
PCB makers may see robust demand for server applications till 1Q21
Taiwan-based PCB makers including HannStar Board and Tripod Technology will continue to see strong demand for server applications in the second half of the year, with the momentum...
Thursday 16 July 2020
TSMC wafer start shipments expected to post double-digit gains in 3Q20
TSMC's wafer start shipments are likely to post double-digit percentage point gains sequentially in the third quarter due to high capacity utilization rates enjoyed by the pure-play...
Thursday 16 July 2020
Co-Tech enjoys strong copper foil shipments for high-speed CCLs
Co-Tech Copper Foil, which produces copper foil used to manufacture CCLs and PCBs, has enjoyed strong shipments for high-frequency and high-speed CCLs needed to support 5G and AI...
Thursday 16 July 2020
TSMC to see orders increase for Arm-based Macs in 2H21
TSMC is expected to see orders for Apple's Macs based on its Arm-based silicon ramp up and contribute substantially to the foundry's wafer sales starting the second half of 2021,...
Thursday 16 July 2020
Increasing healthcare efficiency and patient safety with ADLINK medical-grade panel computers
The global demand for healthcare services is growing, due in part to increases in aging populations, chronic diseases, and patient volumes in emerging countries. These trends and...
Thursday 16 July 2020
SMIC debuts on China STAR market
China-based pure-play foundry house Semiconductor Manufacturing International (SMIC) starts trading its shares on the science and technology innovation board (STAR) of China's Shanghai...
Thursday 16 July 2020
Micron announces enablement program for DDR5
Micron Technology has announced an enablement program which will provide early access to technical resources, products and ecosystem partners, giving them aid in the design, development...
Wednesday 15 July 2020
Highlights of the day: TSMC outlook remains rosy
The coronavirus pandemic has hardly dented the business of the world's top contract chipmaker, and instead market observers believe TSMC...
Wednesday 15 July 2020
Suppliers look to new iPhones, TSMC EUV nodes for 2H20 growth
Taiwan-based suppliers engaged in the supply chains of Apple and TSMC may still be able to see their sales performance follow seasonal patterns in the third quarter - traditionally...
Wednesday 15 July 2020
Taiwan IC substrate makers land more MediaTek orders for 5G chips
Taiwan-based IC substrate makers including Unimicron Technology and Kinsus Interconnect Technology have seen a ramp-up in BT substrate orders for MediaTek's 5G SoCs as the chipmaker...
Wednesday 15 July 2020
MediaTek backend partners to see clear order visibility till 1Q21
MediaTek's backend partners in Taiwan including ASE Technology, King Yuan Electronics and Sigurd Microelectronics will see clear order visibility stretching to at least the first...
Wednesday 15 July 2020
Phison to sell stake in JV with Kingston
Phison Electronics plans to reduce its stake in a joint venture it formed with Kingston Technology.