Samsung’s ups and downs (3): Why Samsung is so keen on foundry biz

Gartner has raised the CAGR of the foundry market from 2021 to 2025 to over 16%, and TSMC’s aggressive deployment is expected to boost its global market share from 57% in 2021 to 64% in 2025. The Gartner-defined foundry market is smaller than what we perceive. If we take the 2021 foundry market at US$109.9 billion, TSMC’s market share is 52%. But whether it is 52% or 57%, we agree that the foundry market is still growing and TSMC will still be the winner.

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National Development Fund sees fruition of angel investment

The Taiwan government’s National Development Fund (NDF) began to implement 5-year Startup Business Angel Investment Program specifically for angel investment in startup businesses in late 2018, and had invested in 202 qualified startup businesses with total approved angel investment of NT$3.162 billion (US$102 million) as of August 31, 2022, according to National Development Council (NDC) which is the management agency for NDF.

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Automotive parts supply yet to reach balance, but demand may soften first

The global automotive digitization and electrification process continues to move forward. Yet for the last two years, it has been stuck due to the automotive chip and lithium battery crunch. When can this material shortage end? So far, it doesn’t seem to be an easy task, mainly because the supply is lagging far behind the increase in demand. The regional development of the supply chain may face different situations before the newly expanded production capacities are put into operation.

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方略电子MiniLED圆柱型显示器亮相SEMICON Taiwan展

面板厂群创光电旗下方略电子14日宣布,在SEMICON Taiwan 2022国际半导体展推出结合新世代面板与半导体技术,展场吉祥物“晶晶”就是采用新世代面板技术的圆柱型显示器。

方略电子指出,在本次国际半导体展,推出世界首创MagiCylinder智慧魔术圆柱型显示器,将55英寸柔性迷你发光二极管(MiniLED)显示屏幕挠曲成圆柱,搭载独家显示技术,突破业界技术门槛,同时具备可卷曲、高亮度、高色彩饱和度、高清晰动态画质、无残影且柔光护眼等特色,并有极致省电且不发热,以及可多荧幕无缝拼接达到客制化尺寸的优势。

图片来源:方略电子

方略电子董事长丁景隆表示,显示器从第1代的映像管(CRT)、第2代的液晶显示器(LCD),到现在第3代是可卷收柔性显示器,在第3代显示器产业发展上,方略电子选择由MiniLED一步一步朝微发光二极管(Micro LED)前进。

丁景隆认为,先从MiniLED切入,再渐进式的跨入Micro LED,就像登山一样,选择较和缓安全的路径,而不是直接攀岩登顶。

方略电子此次参展,强调产品结合台湾地区半导体产业与面板产业厚实能量,以液晶面板技术为核心,跨域开发出主动式迷你发光二极管(AM MiniLED)显示技术、背光面板显示技术、玻璃IC应用、低轨道卫星天线、生医科技实验室芯片(LAB on a Chip)进阶应用,各项液晶面板异质整合技术,期待带动台湾地区半导体产业迈向新篇章。(来源:CNA)

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下游需求减弱,LED厂鼎元Q3业绩承压

LED厂鼎元指出,今年以来下游需求明显弱于去年,鼎元第2季由盈转亏,但下半年以来单月营收仍缓步下滑,第3季恐仍有亏损压力。

鼎元第2季及累计上半年均亏损,其中第2季税后亏损8,700万元(新台币,下同),每股亏损0.29元;上半年每股亏损0.18元。

图片来源:拍信网正版图库

鼎元指出,去年全球缺料加上严重塞港,去年下游因担心今年拉不到货而积极下单、提前备料,通路及客户端都有库存水位偏高情况,而今年上半年又需求降温,估计下半年将持续去化库存,因此需求面不易明显弹升。

鼎元今年6月之前单月合并营收站稳2亿元之上,进入下半年后,整体市况仍弱势,7、8月营收均是1.93亿元,第3季营运压力大增。(来源:台湾经济日报)

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