Digitimes

Global notebook shipments wee weaker than expected in second-quarter 2021, thanks to components shortages. Global notebook shipments will see less than 2% sequential growth in the third quarter. Smartphone AP shipments into China grew about 3% sequentially in…

Apple is expected to significantly increase its pull-ins of components shipments for new iPhones in the second half of the year, driven by its impressive growth in market share in China for high-end 5G models, according to industry sources.

Industrial sources indicated that the Indian government is blocking China's solar modules from coming to India, in an attempt to reduce dependence on China.

Sales of smartphone in India took a hit by the resurgence of COVID-19 in the second quarter this year, but when compared with the same period in 2020, sales have seen considerable growth of 82%, rising to 33 million units, according to Counterpoint Research.

Worldwide sales of semiconductors totaled US$133.6 billion during the second quarter of 2021, up 8.3% sequentially and 29.2% from a year earlier, according to SIA.

Tape COF substrates and probe cards continue to see robust demand for processing display driver ICs (DDI), which will buoy revenue performance at related suppliers in the third quarter, according to industry sources.

TSMC reportedly has started installing 3nm process manufacturing equipment at its new Fab 18b.

Electronic material and composite resin maker Eternal Materials recorded a pre-tax profit of NT$2.412 billion (US$86.1 million) for the first half of 2021, soaring 129.09% on year, according to the company.

About 218 million smartphone application processors (APs) were shipped to China-based handset vendors in the second quarter of 2021, up about 3% sequentially, according to Digitimes Research. Shipments are forecast to register another sequential growth of 6.9%…

China's PCB maker Dongshan Precision Manufacturing (DSBJ) has disclosed plans to invest CNY1.5 billion (US$232.1 million) in establishing a new wholly-owned subsidiary that will be dedicated to production and sale of IC substrates.

IC designers in Taiwan are poised to embrace the most lucrative year in 2021 amid the persistent crunch of chips, but they are also facing increasing cost pressure on developing new-generation chip solutions, which may reshape the IC design sector and…

Major OSATs, including ASE Technology and Powertech Technology (PTI), are already engaged in talks with their substrate suppliers about orders for 2023, according to industry sources.

IC design houses, such as MediaTek and Realtek Semiconductor, have landed a ramp-up in orders from Taiwan-based networking device makers, which are encountering longer delivery lead times at their US chip partners, according to industry sources.

Procurement orders from the education segment reached the peak in the second quarter, while demand for gaming and enterprise notebooks also remained robust, but worldwide notebook shipments still performed weaker-than-expected in the second quarter of 2021, as…

Is there any way out for Huawei, which has been cornered by the US government? It used to be able to ship 200 million handsets a year, and it remains to be seen whether it can make it to 40 million units in 2021. Is Huawei going to give in? Will China let…

The supply of standard ICs including LCD driver ICs, MOSFET chips, 4- and 8-bit MCUs, and specialty DRAM chips will remain tight in the short term, as foundries give their supply priorities to high-margin orders amid tight capacity, according to industry…

Vitaly M Golomb is a technology investment banker with over 20 years of experience on all sides of the table as a venture-backed CEO, venture capitalist, M&A, and financing advisor. Golomb, who hosts a popular podcast on mobility, will be the host of the…

The India government and India-based automakers and motorcycle makers have been actively boosting the development and domestic production of two-, three- and four-wheel electric vehicles (EVs), but the ambition is impacting the local supply chain makers.

The deployment of EV power charging facilities in Taiwan is not yet sufficient, in order to meet the demand for the fast-growing development of electric vehicles (EVs). Kim Tsai, chairman for the Taiwan E-intelligent Vehicle & Green Energy Tech Association…

Apple is expected to adopt more integrated passive devices for its new products, boosting businesses at its manufacturing partners TSMC and Amkor. Macronix, reportedly a supplier for Nintendo's upcoming Switch console series, is stepping up shipments of its…

Power supply maker and energy management solution provider Delta Electronics, based on order visibility, expects consolidated revenues for third-quarter 2021 to significantly increase on quarter, according to company chairman Yancey Hai.

Taiwan-based Coretronic, dedicated to LCD backlight solutions and digital projectors, has projected its shipments for TV and commercial-use notebook applications to grow significantly in the third quarter of 2021 and those for education-use Chromebooks will…

Apple is expected to significantly increase the adoption of IPD (integrated passive devices) for new iPhones and other iOS products, providing robust business opportunities for manufacturing partners TSMC and Amkor, according to industry sources.

Taiwan-based display driver IC (DDI) suppliers including Fitipower Integrated Technology, FocalTech Systems, Himax Technologies, Novatek Microelectronics, Raydium Semiconductor and Sitronix Technology are all poised to report brisk sales and profit results for…

Aliyun, the largest cloud datacenter operator in China and an affiliate of Alibaba, is pushing to establish standards and modularization of immersion liquid cooling solutions, according to industry sources.

China-based new energy car maker Li Auto has adopted automotive IGBTs produced by China-based Zhuzhou CRRC Times Electric, according to Chinese media reports.

Display driver IC (DDI) backend quotes will be rising again in the third quarter of 2021 to reflect supply-side constraints, according to industry sources.

Chromebook demand has begun shrinking since early July, and consumer and gaming notebooks are expected to see sales decelerate dramatically in 2022. But the enterprise segment is expected to serve as the key shipment growth driver for the notebook industry…

Taiwan's economic growth for the second quarter of 2021 is preliminarily estimated at 7.47%, 0.54pp higher than the 6.93% forecast in June 2021, according to the Directorate General of Budget, Accounting and Statistics (DGBAS).

LED probing, testing and sorting equipment maker FitTech has obtained orders with shipments scheduled until the second half of 2022, according to the company.