China demand set to buoy Taiwan ASIC designers in 2021

Taiwan's aluminum capacitor maker Lelon Electronics has seen clear order visibility through second-half 2021 thanks to strong demand for diverse applications at clients in China, the US and Europe, according to industry sources......»»

Taiwan-based Leatec Fine Ceramics is expected to carry out a 20-25% capacity expansion for ceramic substrates at its plant in Kunshan, China in 2021 to meet lingering strong demand for chip resistors, according to industry sources......»»

Taiwan-based San Fu Chemical, dedicated to offering specialty chemicals for semiconductor and optoelectronics sectors, is positive about its 2021 business prospects thanks to robust demand from its clients in Taiwan and China......»»

Ten new 6G OLED fabs are set to come online in China by 2021, despite some delays resulting from the US-China trade tensions and weak demand, according to a Taiwan-based upstream supplier......»»

Taiwan-based PCB makers are expected to see their combined output value grow further in 2021, driven by strong demand for IC substrates, HDI boards and flexible PCBs, according to market sources......»»

Thanks to unexpected strong demand arising from the coronavirus pandemic and the US raisin.....»»

The 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......»»

Taiwan-based pure-play foundries are gearing up for capacity expansions in 2021 to satisfy growing customer demand, according to industry observers......»»

Demand for optical transceiver modules for 5G base station applications has rebounded along with the continued buildups of 5G infrastructure in China, according to sources at the Taiwan-based optical component supply chain......»»

TSMC's ecosystem partners based in Taiwan are expected to post strong sales results for the first quarter of 2021, as well as the entire year, buoyed by brisk demand for chips fabricated by the pure-play foundry, according to industry sources......»»

Taiwan's IC design houses expect their book-to-bill ratios to stay well above 1.0 throughout 2021, thanks to persistently tight foundry capacity undermining their shipment fulfillments despite strong orders, according to industry sources......»»

Taiwan's wafer foundry houses are under increasing pressure to allocate more capacity for automotive chips, which in turn could undermine shipments of Taiwan-based IC suppliers in the second half of 2021, according to industry sources......»»

Backend houses including Taiwan's ASE Technology and China's Tongfu Microelectronics have seen the visibility of orders for packaging AMD's processors extended to mid third-quarter 2021, according to industry sources......»»

Aluminum electrolytic capacitor suppliers in Taiwan and China are significantly ramping up their shipments to meet strong demand for 5G base station, automotive and work-from-home applications, according to industry sources......»»

LCD panel maker AUO will manage to maintain full capacity at its facilities in Taiwan and China during Lunar New Year to meet robust demand from clients, according to company chairman Paul Peng......»»

Taiwan-based chipmaker Macronix International expects to enjoy a particularly strong first quarter of 2021, judging from robust demand for all its product lines including ROM, NOR and NAND flash memory......»»

The iPhone maker is scheduled to disclose first-quarter results on Wednesday after the closing bell. Anton Novod.....»»

Taiwan-based CCL makers remain uncertain about de.....»»

Chip demand from China's white-box handset charger market will be rising robustly in 2021, according to industry sources......»»

Taiwan-based PCB makers are optimistic about demand growth in the first quarter of 2021, but are uncertain whether the momentum will carry on in the second quarter......»»