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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 4 November 2019
Some flat panel makers in Korea, Taiwan to slash capex for 2019
Some flat panel makers in Korea and Taiwan, notably LG Display, AU Optronics (AUO) and Innolux, are cutting their capex for 2019 as they seek to improve their bottom lines in the...
Monday 4 November 2019
Taiwan large-size LCD panel shipments up slightly in 3Q19, says Digitimes Research
Shipment of large-size LCD panels (9-inch and above) by Taiwan's makers (excluding Sharp) edged up 2.1% sequentially to 59.3 million units in the third quarter of 2019 due mainly...
Monday 4 November 2019
Taiwan CCL makers not eyeing big order transfer from floods-hit Panasonic
Taiwan CCL makers have a chance to land part of orders from their Japan counterpart Panasonic whose plant in northern Japan was seriously hit by floods caused by Typhoon Hagibis in...
Monday 4 November 2019
TSMC on track for robust growth in 2020, says chairman
Despite the macroeconomic and geopolitical challenges facing the global semiconductor industry, TSMC is set to enjoy a substantial revenue increase in 2020, according to company chairman...
Monday 4 November 2019
Taiwan chipmakers gearing up for China 5G rollout
Taiwan-based fabless chipmakers and backend houses are all gearing up to tap robust demand for 5G-related applications from China, where local major telecom carriers have started...
Friday 1 November 2019
CCL maker EMC posts record 3Q19 profit
CCL maker Elite Material (EMC) has reported its net profits climbed 47.3% from a year earlier to hit a record high of NT$960 million (US$31.5 million) in the third quarter of 2019...
Friday 1 November 2019
Taiwan small- to mid-size panel shipments to drop in 4Q19, says Digitimes Research
Taiwan's shipments of small- to medium-size LCD panels are expected to decrease 17.6% on quarter and 31.1% on year in the fourth quarter of 2019 due to off-peak season effects and...
Friday 1 November 2019
AI, 5G to trigger chip market growth, says TSMC chairman
The emerging AI and 5G applications will be triggering the next phase of growth in the global semiconductor market, according to TSMC chairman Mark Liu.
Friday 1 November 2019
Unitech posts record 3Q19 results on robust rigid-flex board demand
Robust shipments of rigid-flex boards - reportedly for AirPods 2 - boosted Taiwan-based PCB maker Unitech's third-quarter 2019 revenues to a new high of NT$6.204 billion (US$203.65...
Friday 1 November 2019
Global MEMS and sensors fab capacity to grow 25% through 2023, SEMI reports
Total worldwide installed capacity for MEMS and sensors fabs is forecast to grow 25% to 4.7 million 200mm equivalent wafers per month from 2018 to 2023, driven by explosive demand...
Friday 1 November 2019
VIS stays cautious
Vanguard International Semiconductor (VIS) remains cautious about its outlook for the rest of 2019, citing still high inventory levels at its customers, according to the Taiwan-based...
Thursday 31 October 2019
PCB maker Dynamic returns to profitability in 3Q19
Taiwan-based PCB maker Dynamic Electronics returned to profitability in the third quarter of 2019, with its net earnings skyrocketing 48.37 folds on year to NT$121 million (US$3.97...
Thursday 31 October 2019
Flexium set to reap well from MPI, LCP antenna boards in 2020
Taiwan-based flexible PCB maker Flexium Interconnect expects its revenues from shipments of high-frequency MPI (modified polyimide) and LCP (liquid crystal polymer) antenna boards...
Thursday 31 October 2019
Silicon Motion posts record SSD controller sales in 3Q19
Silicon Motion Technology saw its SSD controller sales increase about 15% sequentially to hit a record high in the third quarter, when the company's consolidated revenues climbed...
Thursday 31 October 2019
AUO may see losses widen in 4Q19
AU Optronics (AUO) is expected to see setbacks both in its revenues and shipments in the fourth quarter of 2019 after a seasonal rebound in the previous quarter, and as a result,...