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IN THE NEWS
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...
Friday 15 May 2020
Escalating trade war to hit China foundry sector
With the US set to impose new restrictions on exports to China, including exports of some critical semiconductor equipment, the ban that will become effective on June 29 is likely...
Thursday 14 May 2020
China smartphone market and industry, 1Q 2020
Smartphone shipments to the China market in first-quarter 2020 plunged 51.9% from the prior quarter to reach the lowest single-quarter shipment volumes in recent years, as the market...
Friday 8 May 2020
Global server market, 1Q 2020
According to Digitimes Research's statistics and analyses, first-quarter 2020 global server shipments are estimated to come to 3.65 million units, representing a 16.9% on-quarter...
Thursday 7 May 2020
Taiwan notebooks, 1Q 2020
Global notebook shipments in the first quarter of 2020 dropped 27.6% on quarter and 10.9% on year. The yearly decline was the worst for the Taiwan's notebook industry since first-quarter...
Thursday 7 May 2020
Alibaba chipmaking subsidiary to emerge as major client of TSMC
Pingtouge, Alibaba's semiconductor subsidiary, has stepped up its AI and server related chip development while extending its ties with TSMC and Global Unichip, and has the potential...