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IN THE NEWS
Tuesday 1 September 2020
DRAM spot prices rise
DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.
Monday 31 August 2020
Smartwatch brands adjusting supply chain deployments, says Digitimes Research
Some smartwatch vendors have adjusted their supply chains, either by switching related suppliers or relocating production bases, to adapt to changing global micro situations in order...
Monday 31 August 2020
Taiwan backend houses cautious about 4Q20
Taiwan backend houses are cautious about business prospects for the fourth quarter of the year thanks to upcoming disruptions in MediaTek shipments to China's Huawei under the latest...
Friday 28 August 2020
Highlights of the day: Huawei slows down handset output
Huawei, hit hard by the US trade ban that is depriving it of support from various semiconductor companies, including TSMC, has slowed down its pace of orders to its handset ODMs....
Friday 28 August 2020
Huawei slows down orders to handset ODMs
Huawei has slowed down the pace of its orders to handset ODMs in China, as the impact of the latest US trade ban against the Chinese brand intensifies, according to sources at China-based...
Thursday 27 August 2020
Highlights of the day: Huawei to lose big in China phone market
The US trade sanctions against Huawei are reshaping the Chinese smartphone market. Digitimes Reseach expects weak 5G mobile AP shipments to China in fourth-quarter 2020, with Huawei...
Thursday 27 August 2020
KYEC, Sigurd to boost capacity support for MediaTek orders
Testing houses King Yuan Electronics (KYEC) and Sigurd Microelectronics will substantially scale up their capacities for MediaTek orders in September and October, while being aware...
Thursday 27 August 2020
PCB makers to see steady shipments for 5G handsets till November
PCB makers will enjoy steady seasonal demand from the handset sector through November as handset makers are expected to launch more 5G devices, according to industry sources.
Thursday 27 August 2020
Taiwan IC design houses likely to post gross margin decreases in 4Q20
Taiwan-based IC design houses will see their gross margins come under downward pressure in the fourth quarter of 2020, due to falling chip ASPs in China, according to industry sour...
Thursday 27 August 2020
US trade ban to impact China 5G smartphone AP shipments, says Digitimes Research
The US trade restrictions on Huawei are set to affect the overall shipments of 5G mobile APs to the Chinese market in fourth-quarter 2020, and to significant change the landscape...
Thursday 27 August 2020
Huawei TV business also affected by US trade ban
Huawei reportedly have reduced its components orders for TV production by 30-40%, as the US trade ban that limits the company's access to semiconductor parts has also affected its...
Wednesday 26 August 2020
Win Semi reiterates positive 3Q20 outlook
GaAs foundry Win Semiconductors has reiterated its third-quarter 2020 revenues will post a sequential growth of 4-6% with gross margin staying at over 40%, despite uncertainty in...
Monday 24 August 2020
Taiwan IC designers to see growing pressure from China homegrown competitors
Taiwan's IC designers have benefited the most from China's de-Americanization campaign, but they will have to brace for new competition pressure from Chinese chipmakers aggressively...
Thursday 20 August 2020
Semiconductor firms say sales goals unchanged despite Huawei ban
Several Taiwan-based IC design houses and power semiconductor device suppliers have said their sales targets for 2020 remain unchanged despite recent reports indicating that Huawei...
Thursday 20 August 2020
Memory shipments likely to disappoint in 2H20
DRAM and NAND flash shipments are likely to disappoint in the second half of 2020, due to weakening demand for Huawei smartphones, as well as shipments for notebooks hit by several...