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IN THE NEWS
Friday 11 September 2020
US ban on SMIC may result in severe shortages of NOR flash
A US ban on China's pure-play foundry SMIC, a supplier to GigaDevice, might lead to severe shortages of NOR flash memory, according to Macronix International chairman Miin Wu.
Thursday 10 September 2020
Samsung, Apple to compete for smartphone share to be relinquished by Huawei
Samsung Electronics and Apple are poised to compete for the high-end smartphone share likely to be relinquished by Huawei, particularly in markets other than China - a race that will...
Tuesday 8 September 2020
DRAM spot prices rise 10-15% in September
Spot market prices for DRAM memory have rallied 10-15% so far in September 2020, according to sources at memory module houses. Huawei's aggressive chip purchases prior to new US sanctions...
Tuesday 8 September 2020
Nan Ya PCB sees August revenues hit 9-year high
Nan Ya PCB's August revenues rose 7.65% on month and 32.26% on year to a nine-year high of NT$3.636 billion (US$124.09 million) and expects its third-quarter revenues to reach the...
Tuesday 8 September 2020
Possible SMIC blacklisting may reshape pure-play foundry landscape
The potential blacklisting of SMIC, China's largest pure-play foundry, by the US government may shake up the second-tier pure-play foundry market segment.
Monday 7 September 2020
China gearing up development of third-generation semiconductors
China is poised to step up developing third-generation semiconductors including SiC and GaN materials for wide-ranging applications including new 5G communications, energy vehicles...
Monday 7 September 2020
Keystone, KYEC enjoy revenue growth in August
IC test interface specialist Keystone Microtech has reported consolidated revenues surged 17.6% sequentially and 61.6% on year to a record high of NT$118 million (US$4 million) in...
Monday 7 September 2020
Talent drain rising as biggest woe to Huawei
Talent drain has emerged as the largest woe plaguing Huawei/Hisilicon, and whether the Chinese tech group can stage a comeback in the wake of tough US trade sanctions will hinge on...
Monday 7 September 2020
Huawei reportedly cuts component orders for Mate 40 lineup by 30%, say sources
Huawei reportedly has slashed component orders for its forthcoming Mate 40 series products by 30%, according to sources from Taiwan's handset supply chain makers.
Monday 7 September 2020
Foundries see 4Q20 demand vary for PCs and handsets
Taiwan-based pure-play foundries have seen orders for PCs and handsets ramp up in the third quarter of 2020. Nevertheless, orders for PCs and handsets received thus far for the fourth...
Wednesday 2 September 2020
TSMC 7nm process output to top 140,000 wafers monthly
TSMC has already scaled up its 7nm process output to 130,000 wafers monthly ahead of schedule, with the monthly production set to climb further to 140,000 units at the end of this...
Tuesday 1 September 2020
Highlights of the day: Huawei braces for the worst
The US trade ban has driven Huawei to the edge. Taiwanese semiconductor suppliers who have met the Chinese vendor's high-level figures recently have come to a conclusion: Huawei...
Tuesday 1 September 2020
Lens module suppliers brace for Huawei impact
The US sanctions against Huawei will possibly bring negative impact on Taiwan- and China-based smartphone-use lens module makers who ship to the Chinese vendor, according to industry...
Tuesday 1 September 2020
III-V IC makers, backend houses bracing for post-Huawei scenarios
Taiwan's III-V semiconductor specialists and backend houses are bracing for the worst-case scenario for Huawei's woes and eyeing more shipments for 5G iPhones to bolster their performance...
Tuesday 1 September 2020
Huawei reportedly resigned to worst possible outcome for smartphone biz
Huawei's senior officials have told Taiwan's semicondcutor suppliers that the Chinese company fears for the worst for its smartphone business because of the US trade ban, according...