AUO, Innolux optimistic about miniLED backlighting
Taiwan's top LCD makers believe Apple's adopting miniLED backlighting for the 12.9-inch iPad Pro will encourage other device vendors to follow suit, spurring demand for such applications......»»
Memory channel sales in China sluggish
Memory module houses and channel distributors are less optimistic about the outlook for China's channel sales in the third quarter of 2021, despite an ongoing rally in contract market prices, according to industry sources......»»
TSMC dossier (7): Is Samsung a real challenger?
The reason why I am so optimistic about the competition between TSMC and Samsung is that neither quantum technology nor in-memory computing will dictate the outcome before 2025. Even if Samsung is able to make a breakthrough, it will not enter commer.....»»
GBM cautiously optimistic about 3Q21
Taiwan's PCB manufacturer Global Brands Manufacture (GBM) is cautiously optimistic about its performance in the third quarter of 2021, as the ongoing IC shortages may disrupt its shipments for notebook applications, which command a significant portio.....»»
Taiwan IC distributors optimistic about 3Q21 sales performance
Taiwan-based IC distributors are set to experience robust sales in the third quarter of 2021, buoyed by persistent demand for MCUs, power management (PWM) ICs, RF chips and other chip solutions for PC, server and networking applications......»»
Macroblock begins to ship driver ICs for miniLED backlighting
LED driver IC design house Macroblock has disclosed it began small-volume shipments for FALD (full array local dimming) driver ICs used in miniLED backlighting in second-quarter 2021......»»
Luxshare to become second SMT service provider for miniLED backlighting for Apple
Taiwan Surface Mounting Technology (SMT) is currently the only provider of SMT services for Apple's miniLED backlighting applications, but China-based Luxshare Precision Industry is expected to become a second provider in fourth-quarter 2021 at the e.....»»
MLCC material maker PDC optimistic about 2H21 sales
Prosperity Dielectrics Company (PDC), which supplies ceramic powder materials to MLCC makers and also produces specialty MLCC, inductors and chip resistors, has enjoyed a drastic surge in orders for 5G base stations with order visibility clear for 3-.....»»
Cooling module makers optimistic about demand for notebooks, servers
Cooling module makers have expressed optimism about their operations in the third quarter of 2021, citing strong vapor chamber demand for notebooks and servers......»»
OSATs see significant surge in 2H21 memory backend demand
Taiwan memory backend specialists are optimistic about their business prospects for the second half of the year as memory demand for handset and other consumer electronics applications is set to rise substantially, according to industry sources......»»
Highlights of the day: Turnaround for GF, PSMC
Strong demand for chipmaking capacity has been shoring up sales at foundry houses, including GlobalFoundries and PSMC, both of whom have swung back to profitability and are ready to expand fab capacity. Taiwan's backend houses are optimistic that dem.....»»
Apple seeking more SMT capacity for miniLED-backlit devices
Apple reportedly will be making a rare investment to expand surface mounting technology (SMT) assembly capacity at its partners to satisfy demand for its miniLED-backlit devices including the 12.9-inch iPad Pro and upcoming MacBook series, according.....»»
Zhen Ding, Tripod to ramp up shipments for miniLED-backlit MacBook
Zhen Ding Technology and Tripod Technology have both entered the supply chain for Apple's upcoming miniLED-backlit MacBook series, and will be ramping up their shipments of backlight boards starting the third quarter, according to industry sources......»»
Highlights of the day: Apple keen on miniLED backlighting
Apple has been keen on adopting miniLED backlighting for its devices. The US vendor is said to be funding its suppliers' SMT capacity expansions that will support Apple's demand for miniLED backlighting. Foundry capacity shortfall has triggered a wav.....»»
Notebook component suppliers stay positive
Suppliers of notebook components including connectors, power supply devices and keyboards remain optimistic about shipments in the third quarter of 2021, despite recent market concerns over a cutback in chip orders for notebooks......»»
Competition between Innolux, AUO heating up
Competition between Taiwan's top two LCD panel makers, AU Optronics (AUO) and Innolux, has heated up as they strive to outrace each other in sales to become the top vendor in the local display industry, according to market sources......»»
FiTech upbeat about demand for miniLED-backlit devices
LED probing, testing and sorting equipment maker FiTech is ramping up its OEM testing and sorting capacity for miniLED chips, having recently completed the corresponding capacity expansion project......»»
Macroblock to kick off volume shipments for miniLED-backlight solutions in 2H21
LED driver IC design-house Macroblock will start ramping up its shipments of miniLED-backlight solutions in the second half of 2021, targeting notebook and large-size TV applications......»»
ASRock optimistic about 2Q21
ASRock is upbeat about its sales and profit performance in the second quarter of 2021, citing strong demand for graphics cards, industrial PCs and servers......»»
Taiwan IC design houses upbeat about shipments for 5G phones
Taiwan-based IC design houses are optimistic about their shipments for smartphone applications in the third quarter of 2021, thanks to the upcoming rollouts of new 5G-enabled models, particularly by Chinese brands......»»
MCU firm Megawin optimistic about profit outlook
MCU supplier Megawin Technology is on track to swing back to profitability in 2021, having experienced profits for three consecutive quarters as of the first of the year......»»