Yageo optimistic about 3Q21
Passive component vendor Yageo has expressed optimism about its operations in the third quarter of 2021, citing stable growth in demand for automotive and industrial applications......»»
Notebook brand companies remain positive about 2022
Despite speculation circulating in the supply chain that notebook shipments may start falling in 2022, brand vendors such as Dell and Asustek Computer remain optimistic about their notebook sales growth next year......»»
DRAM, NAND flash contract prices grow modestly in 3Q21
Contract market prices for DRAM and NAND flash memory have both registered a modest 5-10% growth in the third quarter of 2021, according to industry sources......»»
Nan Ya optimistic about 2H21
Nan Ya Plastics expects to enjoy more robust growth in sales of its copper foil and other electronic materials in the second half of 2021, while seeking more vertical integration of its supply chain......»»
Lead times at TI still long, sources say
Industry sources have expressed doubts about Texas Instruments' less optimistic outlook for the third quarter, given the still prolonged lead times at the analog IC vendor......»»
Realtek guardedly optimistic about 3Q21 business
Networking IC specialist Realtek Semiconductor has said that it remains guardedly optimistic about its business prospects for the third quarter of 2021 as demand for its products across the board remains robust......»»
Yageo optimistic about 3Q21
Passive component vendor Yageo has expressed optimism about its operations in the third quarter of 2021, citing stable growth in demand for automotive and industrial applications......»»
Highlights of the day: TI reportedly still sees strong orders
Texas Instrutments has given a less optimistic outlook for the third quarter of 2021, but industry sources have claimed that TI still sees prolonged lead times. TSMC has disclosed it is in early talks with clients about the feasibility of constructin.....»»
Intel"s planned comeback: 10nm production now surpassing 14nm, 7nm remains a work in progress
Intel is optimistic about its 2021 outlook. The company reported second quarter net income of $5.1 billion on revenue of $19.6 billion. This is higher than Wall Street's expectations of $18.5 billion in earnings, and the company is now projecting a s.....»»
Intel"s 10nm production now surpassing 14nm, 7nm remains a work in progress
Intel is optimistic about its 2021 outlook. The company reported second quarter net income of $5.1 billion on revenue of $19.6 billion. This is higher than Wall Street's expectations of $18.5 billion in earnings, and the company is now projecting a s.....»»
Substrate maker Leatec optimistic about 3Q21
Taiwan-based Leatec Fine Ceramic, a dedicated maker of aluminum and ceramic substrates needed for manufacturing chip resistors, has expressed optimism about its operations in the third quarter of 2021......»»
Harvatek, Bright LED expect demand to remain strong in 3Q21
LED packaging service providers Harvatek and Bright LED Electronics saw significant increases in orders in second-quarter 2021, and expect strong demand to continue at least in the third quarter, jugding from their shipment schedules, according to th.....»»
Compeq keenly exploring PCB for non-CE applications
Taiwan's PCB maker Compeq Manufacturing is guardedly optimistic about its shipment prospects for the second half of the year, and will continue to diversify its target markets to rely less on consumer electronics applications......»»
PCB maker Dynamic to commercialize new capacity later in 3Q21
Taiwan-based PCB maker Dynamic Electronics expects additional production capacity at its factory site in Huangshi, China to come online later in third-quarter 2021 and contribute positively to its revenues and profits for the second half of the year......»»
Taiwan foundries to see revenue hit another record in 3Q21
Taiwan-based pure-play foundries including TSMC, United Microelectronics (UMC), Vanguard International Semiconductor (VIS) and Powerchip Semiconductor Manufacturing (PSMC) are all poised to see their third-quarter revenues hit record highs again, as.....»»
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......»»
Component crunch may constrain handset shipment growth in 3Q21
Global handset shipments are expected to return to the growth track in the third quarter of the year with an estimated sequential increase of 10-15%, but the actual growth may be affected by shortages of certain components, according to industry sour.....»»
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.....»»
Notebook component makers see customers raise order pull-ins in 3Q21
Notebook components and parts makers including Getac have seen customers step up their pace in order pull-ins recently, according to company sources......»»
TSMC expects 11% revenue growth in 3Q21; raises full-year outlook
TSMC expects to post revenues of between US$14.6 billion and US$14.9 billion in the third quarter of 2021, which is an 11% sequential increase at the midpoint. Gross margin and operating margin for the second quarter are estimated at 49.5-51.5% and 3.....»»
Tyntek, Opto Tech see Si-based sensor chips order visibility till 3Q21
LED chip and Si-based sensor chip makers Tyntek and Opto Tech have seen strong demand for Si-based sensor chips, with shipments for such orders scheduled until the end of third-quarter 2021 at least, according to the companies......»»