Chipmakers placing extra orders for BT substrates amid tight supply

Taiwan-based foundries intend to give supply priorities to long-term and established clients amid tight capacity, according to industry sources......»»

TSMC continues to see its 7nm manufacturing processes run at full utilization, according to sources at fabless chipmakers who said new orders placed recently cannot be fulfilled at least until the middle of next year......»»

Taiwan-based IC design houses hav.....»»

With Corning and AU Optronics (AUO) planning to undertake annual maintenance for their fabs shortly, the current tight supply of glass substrates and LCD panels is likely to worsen in the near term, according to industry sources......»»

Taiwan-based LCD panel makers have reported brisk sales for March and first-quarter 2021, with prospects of their revenues continuing rising in the second quarter, thanks to panel price hikes amid tight supply......»»

LCD panel makers have seen orders picking up, in turn boosting their demand for driver ICs. But supply of LCD driver ICs has fallen far short of demand, prompting vendors to consider raising prices. Many other components are also in short s.....»»

Polarizer supply has been tight amid strong demand for LCD panels, but is expected to become balanced in second-half 2021 when China-based makers ramp up production at newly-established facilities, according to Chen Zhien-chi, chairman for BenQ Materials......»»

Smart home gym equipment has been gaining significant sales momentum amid the pandemic, prompting international brand vendors in the segment to repeatedly increase orders with Taiwanese partners, according to supply chain sources in Taiwan......»»

Qualcomm reportedly has extended the delivery lead times for its mobile chips as the global semiconductor supply chain remains under pressure amid tight capacity, according to industry sources......»»

Prices for IT panels have been climbing due to worsening supply-demand imbalnce triggered by the tight supply of upstream materials and components, including LCD driver ICs and glass substrates, according to industry sources......»»

Taiwan-based LCD driver IC suppliers continue to enjoy a ramp-up in orders including short lead-time ones, and will see their supply remains tight through the second quarter of 2021, according to industry sources......»»

Demand for mining ASICs h.....»»

Taiwan-based display driver IC (DDI) suppliers who have raised quotes by 10-15% to reflect tight supply and rising costs remain upbeat about 2021, as market conditions will still be favorable to the fabless chipmakers......»»

Taiwan-based MOSFET chips suppliers are poised to raise their quotes by 10-15% in first-quarter 2021 at the latest to reflect tight supply and increased manufacturing costs, according to industry sources......»»

Taiwan-based Universal Scientific Industrial (USI), a unit of ASE Technology, is likely to obtain system-in-package (SiP) orders for AirPods Pro Lite, which may also benefit Taiwanese makers of SiP substrates, according to industry sources......»»

TSMC continues to see its supply remain tight, with no cutbacks in orders from its major fabless clients such as Huawei's HiSilicon, according to sources familiar with the matter......»»

Taiwan-based HDI PCB manufacturers have put increased focus on non-handset applications to improve product portfolios, which is expected to drive up their quotes and profitability in 2020 amid the increasingly tight supply, according to industry sources......»»

Intel Corp said on Wednesday it was increasing its reliance on contract chip manufacturers to ramp up supply of chips used in personal computers as the company struggles with shipment delays amid higher demand......»»

Acoustic component maker Concraft is set to land more windfall orders in the first quarter of 2020 as current market demand for true wireless stereo (TWS) devices launched by its clients has outpaced supply, according to company CFO Joe Huang......»»

US notebook vendors have slowed down placing orders with Taiwan ODMs amid seemingly easing of US-China trade tensions, but have not asked the manufacturers partners to stop moving production lines out of China, according to industry sources......»»