Highlights of the day: Taiwan foundries face water shortages
3:15am By DIGITIMESUnusually low rainfalls in Taiwan over the past year have resulted in water shortages, particularly in the southern parts of the country. Some companies at the Southern Taiwan Science Park, including TSMC, have started buying truckloads of water to make up for…Chinese handset brands continue to make headway in India
2:34am By Steve ShenChinese handset brands have continued to make headway in the India market despite tensions at the two countries' border areas, according to local media reports in India.CCL prices may rise further later in 1H21
2:30am By Willis KeRising copper foil prices will likely prompt Taiwan-based CCL makers to further raise their quotes later in the first half of this year, according to industry sources.Mobo and graphics card makers to embrace strong 1H21
2:14am By Joseph TsaiTaiwan-based motherboard and graphics card makers are poised to enjoy a particularly strong first half of 2021, as demand propelled by coronavirus-induced stay-at-home activities remains strong. Recovery in demand for cryptocurrency mining applications will be…Car PCB makers may see revenues hit by deferred shipments
2:06am By Willis KeTaiwan's automotive PCB makers may see short-term impacts on their revenues from deferred deliveries of shipment to car vendors who are forced to suspend production due to shortages of automotive chips, according to industry sources.Qualcomm may switch to TSMC 4nm node in 2022
1:56am By Steve ShenQualcomm will continue to fabricate its next-generation 5G mobile chip, tentatively dubbed Snapdragon 895, at Samsung Electronics built using an upgraded 5nm process, but may switch to TSMC in 2022 using its 4nm process, according to industry sources.Airoha terminates acquisition deal with IC Plus
1:51am By Steve ShenBluetooth and Wi-Fi chipmaker Airoha Technology has terminated a plan to acquire fellow PHY transceiver and media controller IC vendor IC Plus, as the latter's shareholders have decided to waive the planned acquisition project.MIH includes technologies used in fuel cars
1:36am By Adam HwangMIH, an open hardware/software-integrated platform for developing electric vehicles (EV), will also look at technologies from gasoline- and diesel-powered cars, according to Andy Lee, president for Foxtron Vehicle Technologies that operates MIH.High-capacitance MLCC prices set to rise
1:20am By Willis KeMLCC vendors including Samsung Electro-Mechanics (Semco) and TDK are likely to raise their quotes for high-capacitance MLCCs in response to stronger-than-expected demand for 5G handset and automotive applications, according to channel distribution sources.Holtek upbeats about 2021 and beyond
1:11am By Steve ShenMCU specialist Holtek Semiconductor is optimistic about its sales and profits in 2021 and beyond, as the company has seen its order visibility extend into 2022, according to company president Gordon Gau.Taiwan chipmakers moving to counter water shortages
1:01am By Willis KeChipmakers including TSMC and UMC have started buying water by the truckload for their foundries in Southern Taiwan Science Park (STSP), as reservoirs in southern Taiwan face dwindling water levels following months of scant rainfalls, according to industry…Contract PCB drilling service: Q&A with Key Ware CEO Chen Po-ying
Tue 11:01pm By Willis KeTaiwan suppliers of high-end IC substrates, HDI boards, rigid PCBs with high layer counts and flexible PCBs are expected to have another busy year in 2021 after benefiting from pandemic-induced upgrades in electronics devices in 2020. Their increasingly tight…Leadframe makers about to raise prices
Tue 10:10pm By Adam HwangTaiwan-based leadframe makers are about to raise their prices to reflect rising copper material costs, according to industry sources.Tesla expected to sell 800,000 EVs in 2021
Tue 9:36pm By DIGITIMESTesla is expected to sell 800,000 electric vehicles (EV) globally in 2021, increasing 60.1% on year, and the more price-friendly Models 3 and Model Y will together take up 90.4% of the volume, Digitimes Research forecasts.Simplo subsidiary AES to go public in March
Tue 8:39pm By Joseph TsaiSimplo Technology's subsidiary AES that focuses on R&D of lithium backup battery unit (BBU) for datacenters and and electric vehicles (EV), will be listed on Taiwan Stock Exchange (TSE) starting late March, according to AES president Jerry Sung.Highlights of the day: IDMs may adjust outsourcing strategies
Tue 3:16am By DIGITIMESThe frigid weather that halted production in the US state of Texas may prompt IDMs to mull adjusting outsourcing strategies. Seeking more support from manufacturing partners, particularly those in Taiwan, may be a way for IDMs to diversify risks in an IT…MWC Shanghai 2021 kicks off
Tue 2:31am By Steve ShenMWC Shanghai 2021 has kicked off today with the exhibition being presented partly online and partly in physical venues in the wake of the pandemic. The organizers expect some 20,000 patrons to visit the showground in the 3-day event.Semiconductor equipment billings hit record high in January 2021
Tue 2:24am By DIGITIMESBillings among North American manufacturers of semiconductor production equipment topped US$3 billion in January 2021, according to SEMI.IC testing service providers benefit from surging demand for cryptocurrencies
Tue 2:21am By Joseph TsaiSurging prices of Ethereum has boosted demand for graphics cards used to mine the cryptocurrecny, which is benefiting Taiwan-based IC testing services providers, according to sources from the semiconductor industry.Lead times for aluminum capacitors extended on 15-20% supply shortages
Tue 2:12am By Willis KeThe supply of aluminum electrolytic capacitors has fallen short of demand by 15-20% since second-half 2020, resulting in extensions in delivery lead times at suppliers in Japan, Taiwan and China, according to industry sources.LFP and ternary batteries to equally share China market
Tue 2:04am By Adam HwangLFP (lithium iron phosphate) batteries, with penetration growing in China, are expected to split the Chinese market with ternary batteries in a 50-50 ratio in 2021, according to industry sources.Superior Plating to see profits surge in 2021
Tue 1:39am By Willis KeSuperior Plating Technology (SPT), dedicated to metal surface treatment and electroplating processing, is expected to post significant profit growth in 2021 thanks partly to its entry into the supply chain for Intel's processors, as well as new orders for…Foundry, packaging materials in tight supply
Tue 12:49am By Willis KeThe supply of foundry and packaging materials, such as photoresist and leadframes, has already fallen short of demand, prompting related distributors to raise prices, according to industry sources.MediaTek keen to maintain momentum in 5G SoC market
Mon 11:40pm By Steve ShenHaving seen its revenues hit a record high of over US$10 billion in 2020, MediaTek is lookking to cash in on the momentum to push the sale of its next-generation 5G SoC solutions, according to industry sources.ABF substrate prices likely to rise
Mon 11:27pm By Willis KeABF substrate prices are likely to rise later in the first half of 2021, driven by rebounding demand for crypto mining chips and a sharp rise in demand for server applications starting in the second quarter, according to industry sources.IC design houses with strong backing more capable of winning foundry support
Mon 10:55pm By Jessie ShenTaiwan-based IC design houses backed by large-scale and well-established parent companies, such as LCD driver IC firms Fitipower Integrated Technology and Raydium Semiconductor, will be more capable of mitigating the impact of increasingly tight capacity at…Coretronic expects 10-20% shipment growth in 2021
Mon 10:47pm By Steve ShenBacklight unit (BLU) maker Coretronic expects to post a 10-20% shipment increase in 2021, thanks to increasing output for energy-saving applications from its factory sites in Vietnam and China.IDMs may evaluate more outsourcing
Mon 9:51pm By Jessie ShenIDM vendors may consider outsourcing more of their production starting 2022, with Taiwan-based contract chipmakers being among the beneficiaries, according to industry sources.Ennostar to start production of miniLED BLUs soon reportedly for Apple
Mon 9:21pm By Adam HwangEnnostar will kick off production of miniLED backlight units (BLU) at the end of first-quarter 2021 or in the second quarter, according to industry sources.Tatung lands orders for AMI smart power meters from Taipower
Mon 9:13pm By Adam HwangElectric machinery maker Tatung has disclosed it has obtained from state-run Taiwan Power Company (Taipower) orders for 179,000 single- and 3-phase smart power meters for use in AMI (advanced metering infrastructure) at a total price of about NT$600 million…
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