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IN THE NEWS
Tuesday 26 May 2020
IC analysis labs see slowdown in 2H20 demand from Huawei, US chipmakers
Taiwan IC analysis and inspection labs are expected to see demand from US chipmakers and Huawei/HiSilicon weaken in the second half of the year on uncertainties arising from the coronavirus...
Monday 25 May 2020
5G equipment market main target of US new sanctions against Huawei
The real target of the US sanctions against Huawei is its 5G equipment deployments, rather than its smartphone business, according to industry sources.
Monday 25 May 2020
Taiwan large-size LCD panels – 1Q 2020
Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and 12.3% on year.
Friday 22 May 2020
Memory backend specialists see orders lose momentum
Memory backend specialists have seen customer orders slow down recently, with the orders likely to remain stagnant till June as their clients, mainly makers of memory modules, are...
Friday 22 May 2020
Smartphone ODMs to see shipments fall in 2020, says Digitimes Research
Digitimes Research has lowered its global smartphone shipment forecast for 2020 to 1.15 billion units, down 15.4% from 2019's 1.36 billion because of the impacts from the coronavirus...
Thursday 21 May 2020
Taiwan IC design houses optimistic about 5G smartphone demand in 2H20
Chip demand for 5G smartphones is expected to pick up starting the third quarter of 2020, according to sources at Taiwan-based IC design houses.
Thursday 21 May 2020
Huawei expects to build 800,000 5G base stations in China by 2020
Huawei has built 200,000 5G base stations so far in China and the number is set to hit 800,000 by 2020 covering over 340 cities, according to company's wireless network vice president...
Thursday 21 May 2020
China smartphone AP shipments – 1Q 2020
Smartphone application processor (AP) shipments to China only amounted to 135 million units in first-quarter 2020, plunging more than 30% on quarter and 12.2% on year.
Thursday 21 May 2020
Unimicron, Nan Ya say ABF substrate investment plans remain in place
Taiwan's major IC substrate makers Unimicron Technology and Nan YA PCB have stressed that their investments in capacity expansion and R&D for ABF substrates will not be affected...
Wednesday 20 May 2020
MediaTek, Aspeed, ASMedia to see strong 2020
MediaTek, Aspeed Technology and ASMedia Technology are expected to post impressive sales results for 2020 benefiting from the ongoing US-China trade tensions and clients' new products,...
Wednesday 20 May 2020
GaAs foundries positive about handset PA demand despite Huawei woes
Taiwan's GaAs foundries including Win Semiconductors are still optimistic about mid- and long-term outlook for handset PA (power amplifier) demand though their orders from Huawei...
Wednesday 20 May 2020
Xiaomi, Oppo, Vivo to benefit from fresh US restrictions on Huawei
Chinese handset vendors including Xiaomi, Oppo and Vivo are likely to grab more market share from Huawei in overseas markets as China's top handset brand faces tightened trade restrictions...
Tuesday 19 May 2020
SMIC unlikely to replace TSMC amid Huawei ban
Semiconductor Manufacturing International (SMIC) is highly unlikely to replace TSMC as the major foundry partner of Huawei even if TSMC stops shipping to the China-based client due...
Tuesday 19 May 2020
Taiwan backend houses expect Huawei orders to drift starting 4Q20
Taiwan-based OSAT firms will continue to fulfill chip orders from Huawei/HiSilicon in the third quarter of 2020, but are unsure about the orders in the fourth quarter as the Chinese...
Tuesday 19 May 2020
TSMC braces for impact of new US restrictions on Huawei
TSMC already took 7nm and 5nm chip orders from Huawei in advance before stopping taking more orders from the China-based client in the wake of the US government's announcement of...