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US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
IN THE NEWS
Thursday 11 July 2019
TSMC 2H19 performance hinges mostly on new iPhones sales
TSMC's better-than-expected revenues for second-quarter 2019 in defiance of some operational hiccups may have come as a confidence boost, but a spate of variables may affect the pure-play...
Tuesday 9 July 2019
Semiconductor supply chain needs at least 3 months to digest inventory
It will take at least three months for global semiconductor inventories to be digested while semiconductor supply chain players are still plagued by overcapacity and clients' conservative...
Friday 5 July 2019
ODMs optimistic Huawei will resume notebook deliveries and developments
ODMs and other suppliers engaged in the supply chain for Huawei's notebooks have disclosed that they will be informed in two weeks' time whether deliveries and developments for the...
Tuesday 2 July 2019
Huawei order visibility for 5G chips, IC backend services to extend to year-end 2019, say makers
Taiwan's chips and IC backend service suppliers have felt a sense of relief after the US government softened its stance against Huawei, and expect their order visibility from Huawei,...
Tuesday 2 July 2019
TDDI IC supply chain turns optimistic about 2H19 on Huawei ban easing
Taiwan's handset TDDI IC supply chain for Huawei, including designers, backend COF service providers and substrate suppliers, have turned guardedly optimistic about their business...
Tuesday 2 July 2019
PCB makers deferring new equipment installation
Equipment vendors have recently seen increasing cases of PCB makers deferring new equipment installation schedules amid a weaker-than-expected outlook for 2019, according to sources...
Tuesday 2 July 2019
Chipmakers likely to post disappointing 2H19 results
Most of Taiwan-based chipmakers will likely experience a particularly weak second half of 2019, due to macro headwinds facing the chipmaking sector, according to industry observers...
Monday 1 July 2019
IntelliEPI 2019 revenues rise 10-20% on robust demand for GaAs, InP epi-wafers
Taiwan-based Intelligent Expiataxy Technology (IntelliEPI) expects its revenues for 2019 to rise 10-20% on year on growing demand for GaAs and InP-based epi wafers to support 5G infrastructure...
Thursday 27 June 2019
IC equipment distributor Spirox stands to gain from trade war
Taiwan-based Spirox, which distributes IC packaging and testing equipment, stands to benefit from the US-China trade war as it has seen a fast pickup in orders from China semiconductor...
Thursday 27 June 2019
Memory backend firm Walton sees challenging 2019
Walton Advanced Engineering expects 2019 to be a challenging year for the memory backend specialist, citing continued falls in DRAM and NAND flash prices, and increasing uncertainty...
Tuesday 25 June 2019
MOSFET supply chain optimistic about 3Q19
Taiwan power semiconductor MOSFET supply chain players are expected to see notable revenue pickups in the third quarter of 2019 with order visibility stretched through mid-August,...
Saturday 22 June 2019
G2 and Beyond: SoftBank chairman says he did not order Arm to stop shipping to Huawei
SoftBank Group chairman Masayoshi Son has disclosed that he was not invovled in Arm's decision to stop shipments to Huawei in the wake of the US ban on the Chinese handset and telecom...
Saturday 22 June 2019
G2 and Beyond: SoftBank chairman, Foxconn founder, Katerra CEO shed light on global supply chain at Taipei forum
Foxconn Technology Group founder Terry Gou, SoftBank Group chairman Masayoshi Son, and Katerra CEO Michael E Marks gathered together at a Taipei forum on June 22 to dissect the importance...
Friday 21 June 2019
PCB supply chain sees low feasibility of relocation to Southeast Asia
The feasibility of Taiwan's PCB makers relocating production from China to Southeast Asia or elsewhere along with major downstream assemblers of electronics devices is quite low,...
Friday 21 June 2019
Taiwan IC design houses to see Huawei orders ramp up
Taiwan-based IC design houses are expected to enjoy a ramp-up in orders placed by Huawei, which intends to reduce its reliance on Qualcomm and other US chip giants, starting the second...