Taiwanese electronics makers stand good chance in EV industry
Taiwanese electronics manufacturers have been frustrated by the long-standing hierarchy and the closed loop in the automotive industry.
07
Nov
07
Nov
Winbond sees 3Q22 profit hit 6-quarter low
Winbond Electronics, a maker of specialty DRAM and flash memory, has reported net profits falling 48.2% sequentially to a six-quarter low of NT$2.67 billion (US$83.1 million) in the third quarter of 2022. EPS for the quarter came to NT$0.67.
07
Nov
Apple supplier Epistar confident of demand for miniLED chips
LED epitaxial wafer and chipmaker Epistar, in response to the report that Apple may replace miniLED-backlit LCD panels with OLED panels for the iPad Pro to be launched in 2024, is confident that OLED panels are impossible to replace the majority of miniLED-backlit LCD panels, according to company president Patrick Fan.
07
Nov
Phison posts over 30% profit fall in 3Q22
Flash memory controller and module maker Phison Electronics has reported net profits fell about 34% sequentially to a nine-quarter low of NT$1.19 billion (US$37.1 million) in the third quarter of 2022. EPS for the quarter arrived at NT$6.13.
07
Nov
Murata boosts MLCC capacity in China in its largest investment to target EV, 5G smartphone markets
Murata Manufacturing Co., a leading Japanese manufacturer of ceramic passive electronic components, particularly Multi-layer Ceramic Capacitors (MLCCs), plans to invest JPY 45 billion (US$305 million) to boost production capacity in China’s Jiangsu province, marking its largest investment, Nikkei reported. The investment will go to the company’s Chinese subsidiary Wuxi Murata Electronics Co., with construction set to begin in early November and finish in April 2024. However, the exact production capacity after completion remains unknown.
07
Nov
South Korea and Japan ask US to loosen EV tax credits requirements
South Korean and Japanese governments have officially offered their comments on the revised EV tax credits rules of the US. South Korea urged America to postpone the law until 2025, while Japan suggested that all cars should be eligible for the credits if the final assembly takes place in North America.
07
Nov
Foundry, backend houses see capacity utilization fall further on more LTA cancellations
In response to sharp order cuts by downstream clients, an increasing number of smaller IC designers in Taiwan, especially those focusing more on PC-related chip solutions, have canceled their long-term agreements (LTAs) signed with foundry and backend houses, heaping further downward pressure on capacity utilization rates at the upstream manufacturing partners, according to supply chain sources,
07
Nov
Apple’s hope for record quarterly sales damped by Zhengzhou restrictions
Amid global headwinds facing the smartphone market, iPhone has been able to buck the trend. However, Apple’s hopes for better iPhone sales may be negatively impacted by the COVID restrictions in Zhengzhou, China.
07
Nov
Alchip sees China-bound ASIC sales mildly affected by US trade ban
Taiwan-based Alchip Technologies, dedicated to supplying ASICs, expects the latest US restrictions on shipments of advanced chips to China to affect only 1-2% of its revenues, as a comprehensive review conducted by the company found that only one Chinese GPU client will be subjected to the restrictions.
07
Nov
Darwin Precisions adds two LCD monitor module production lines
Darwin Precisions has set up another two highly-automated production lines for LCD monitor modules, according to company chairman Michael Tsai.