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From: BeenRetired4/8/2021 8:04:28 AM
   of 19255
 
Microsoft unveils liquid cooling solution for datacenters
Aaron Lee, Taipei; Joseph Tsai, DIGITIMES
Thursday 8 April 2021

Microsoft has announced to begin implementing a two-phase immersion liquid cooling solution that is co-developed with Wiwynn, to its datacenter in the state of Washington for testing.

Christian Belady, Microsoft's vice president & Distinguished Engineer - Datacenter Advanced Development, noted that air cooling is no longer sufficient for datacenter applications and liquid cooling enables Microsoft to go denser, and thus continue the Moore's Law trend at the datacenter level.

Husam Alissa, Microsoft's Principal Engineer also pointed out that transistor widths have shrunk to the atomic scale and are reaching a physical limit. Meanwhile, demand for faster computer processors for high performance applications such as artificial intelligence has accelerated. To meet the need for performance, the computing industry has turned to chip architectures that can handle more electric power. However, the more electric power pumped through these processors, the hotter the chips get. The increased heat has ramped up cooling requirements to prevent the chips from malfunctioning.

Microsoft has been cooperating with Wiwynn over immersion liquid cooling module development since 2018 and will begin implementing the solution at its datacenter in Washington to conduct tests in the next several months.

With Intel's new generation Ice Lake Xeon processors featuring a thermal design power (TDP) at 270W and the fact that each motherboard is usually equipped with two CPUs, average power consumption of a new-generation server can go up as high as 540W not including that from GPUs, making liquid cooling the next mainstream cooling method for datacenters, according to sources from the server upstream supply chain.

The solution is suitable for datacenters in high latitude areas, where the temperature is lower, the sources said.

P.S,
C'mon 3nm SuperFin GAA!!!

ASML

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From: BeenRetired4/8/2021 8:14:13 AM
   of 19255
 
Himax sees revenue and EPS hit record highs in 1Q21
Cage Chao, Taipei; Jessie Shen, DIGITIMES
Thursday 8 April 2021

Himax Technologies has disclosed its financial results for the first quarter of 2021, with revenue, gross margin and EPS all exceeding the company's guidance given previously and hitting record-high levels.

Himax' revenue for the first quarter came to US$309 million, rising 12.1% sequentially and beating the company's growth estimate of 5-10%. Gross margin climbed 9pp on quarter to 40.2%, which also came above the company's guidance range of 37-38%.

Himax also expects to post around US$0.384 in non-IFRS earnings per diluted ADS for the first quarter, compared with its previous estimate of US$0.301-0.341. This compares to US$0.197 in the prior quarter.

"Revenues, gross margin and EPS all hit new records in this quarter, surpassing our prior highs in the fourth quarter of 2020, thanks to persisting demand across our major business segments," said Himax CEO and president Jordan Wu. "Looking into the second quarter, the demands remain robust and the global semiconductor shortage has not shown signs of receding."

Himax will provide its financial guidance for the second quarter at its upcoming earnings conference call in May.

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To: BeenRetired who wrote (17017)4/8/2021 8:16:23 AM
From: BeenRetired
   of 19255
 
traitors must be traitoring on alternate facts

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From: BeenRetired4/8/2021 8:17:57 AM
   of 19255
 
IC design houses see March revenues surge
Cage Chao, Taipei; Steve Shen, DIGITIMES
Wednesday 31 March 2021

Taiwan-based IC design houses, particularly those specializing in smartphone-use chip solutions, are expected to post impressive sales results for March 2021, thanks to robust demand from Android-based smartphone makers, according to industry sources

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To: BeenRetired who wrote (17019)4/8/2021 8:20:19 AM
From: BeenRetired
   of 19255
 
Additional ABF substrate output to buoy Nan Ya, Kinsus in 2021
Jay Liu, Taipei; Willis Ke, DIGITIMES
Thursday 8 April 2021

Nan Ya PCB and Kinsus Interconnect Technology are both poised to expand capacity for ABF substrates with additional output set to come online later this year, according to industry sources.

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From: BeenRetired4/8/2021 8:23:36 AM
   of 19255
 
VPEC posts record [+52% YoY] March revenues
Julian Ho, Taipei; Adam Hwang, DIGITIMES
Thursday 8 April 2021

III-V compound epitaxial wafer maker Visual Photonics Epitaxy (VPEC) has reported consolidated revenues of NT$341.6 million (US$12.0 million) for March, the highest-ever monthly level, growing 24.42% sequentially and 52.47% on year.

Demand for PAs (power amplifiers) used in 5G and Wi-Fi 6 applications has been strong, pushing up demand for GaAs epitaxial wafers. Demand for 4G- and 5G-use PAs has been particularly strong from Chinese smartphone vendors, according to industry sources.

Apple is expected to unveil new iPhone models in second-half 2021 and shipments for corresponding PAs will begin in June, the sources said.

Qualcomm will also launch new 5G-use PA modules in second-half 2021, and VPEC is expected to see robust demand in the second and third quarters of 2021, the sources indicated.

VPEC posted consolidated revenues of NT$889.2 million for first-quarter 2021, increasing 17.43% sequentially and 36.88% on year.

Also:

III-V IC firms embrace growing PA, RF demand as revenue booster
Julian Ho, Taipei; Willis Ke, DIGITIMES
Wednesday 7 April 2021

Taiwan's III-V semiconductor players including foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC), and IDM Transcom have all reported impressive sales results for March 2021, driven by a ramp-up in power amplifier (PA) and RF demand for smartphones and Wi-Fi 6 devices, according to industry sources.

Win Semi's March revenues rose 4.29% sequentially to NT$1.988 billion (US$71 million); AWSC's corresponding revenues gained 10.88% sequentially and 36.29% on year reaching NT$370 million; and Transcom's shot up 123.65% on year to NT$87.94 million.

The sources said Chinese handset vendors Oppo, Vivo and Xiaomi and system makers Wingtech, Longcheer and Huaqin Technology have all strengthened procurement momentum for 4G and 5G PA and RF frontend modules (FEM) amid fears about components shortages, providing a solid growth driver for Win Semi, AWSC and epi-wafer supplier Visual Photonics Epitaxy (VPEC) in 2021.

The three makers are expected to benefit further from Qualcomm's planned launch of new 5G PA products carrying high price-performance ratios in the second half of the year to meet increasing demand for smartphone and Wi-Fi 6/6E applications, the sources continued.

Win Semi is expected to challenge a 40% share of the 5G PA foundry segment in 2021, and AWSC is set to tap into the segment in the second half of the year with a chance to grab a double-digit market share, the sources noted.

AWSC has taken the lead to raise its foundry quotes. The company is set to boost its monthly capacity to 15,000 wafers in late June and further to 20,000 by the end of the year to meet increasing outsourcing orders from US RF IDMs, the sources said.

VPEC is deepening its partnerships with first-tier automotive electronics vendors worldwide by providing epi-wafers for car-use LiDAR applications, while continuing to embrace strong demand for 3D sensor, ToF and optical communications.

Besides striving for more orders for GaAs-based PA devices for military applications, Transcom is also keenly developing mmWave PA components for 5G small cells.

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From: BeenRetired4/8/2021 8:32:23 AM
   of 19255
 
Semiconductor units forecast to exceed 1 trillion devices in 2021
Jessie Shen, DIGITIMES, Taipei
Thursday 8 April 2021

Total semiconductor shipments including shipments of ICs as well as optoelectronics, sensor/actuator and discrete (O-S-D) devices are forecast to rise 13% to a record high of 1.135 trillion units in 2021, according to IC Insights. It would mark the third time that semiconductor units have surpassed one trillion units in a calendar year - the first time being in 2018.

The 13% increase follows a 3% increase in 2020 as the COVID-19 pandemic was wreaking havoc across many segments of the economy, IC Insights indicated. From 1978, when 32.6 billion units were shipped, through 2021, the compound annual growth rate (CAGR) for semiconductor units is forecast to be 8.6%. The strong CAGR also demonstrates that new market drivers continue to emerge that fuel demand for more semiconductors.

Between 2004 and 2007, semiconductor shipments broke through the 400-, 500-, and 600-billion unit levels before the global financial meltdown led to a steep decline in semiconductor shipments in 2008 and 2009. Unit growth rebounded sharply in 2010 with a 25% increase and surpassed 700 billion devices that year. Another strong increase in 2017 (12% growth) lifted semiconductor unit shipments beyond the 900-billion level before the one-trillion mark was surpassed in 2018, IC Insights said.

The largest annual unit growth rate across the 43-year span was 34% in 1984 and the second-highest growth rate was 25% in 2010, IC Insights noted. In contrast, the largest annual decline was 19% in 2001 following the dot-com bust. The global financial meltdown and ensuing recession caused semiconductor shipments to fall in both 2008 and 2009 - the only time there have been consecutive years of unit shipment declines.

Total semiconductor shipments are expected to remain weighted toward O-S-D devices in 2021, IC Insights said. O-S-D devices are forecast to account for 67% of total semiconductor shipments compared to 33% for ICs. With 38% share, discrete devices are expected to account for the largest portion of semiconductor shipments followed by optoelectronics (26%), and analog IC devices (18%). Product categories that are forecast to see some of the strongest unit growth in 2021 are components that target network and cloud computing systems, contactless (touchless) systems, automotive electronics including autonomous systems, and devices that are essential to the rollout of 5G technology applications.

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From: BeenRetired4/8/2021 8:34:50 AM
   of 19255
 
Taiwan fab toolmakers see order visibility extended to 2023 [Read EUV]
Monica Chen, Hsinchu; Jessie Shen, DIGITIMES
Thursday 8 April 2021

Taiwan-based fab toolmakers are set to join their international bigger peers to gain from higher capital spending among major foundries from 2021 through 2023, judging from their order visibility already extended to 2023, according to industry sources.

Foxsemicon Integrated Technology, Gongin Precision Industrial (GPI), Grand Process Technology, Gudeng Precision Industrial, Marketech International and United Integrated Services (UIS), as well as backend equipment specialists such as All Ring Tech and Scientech, are all poised to generate impressive sales over the next three years, particularly those in TSMC's supply chain, the sources said.

Gudeng, which commands the majority of the global supply of EUV pods thanks to orders from TSMC, is reportedly expanding its factory site in northern Taiwan with construction of the new facilities slated to complete at the end of 2022. The expanded site will boost the overall output at the site by over 100%, the sources suggested.

Foxsemicon, a contract manufacturing partner of Applied Materials, is also expected to gain more businesses from its close tie with the US-based front-end equipment vendor, the sources indicated.

TSMC already set its capex target for 2021 at a record-high US$25-28 billion, and disclosed recently plans to spend a total of US$100 billion on capacity expansion projects in the next three years.

Some market observers expect TSMC to raise its capex target this year. The foundry is scheduled to hold its quarterly investors conference call on April 15.

According to SEMI, the global semiconductor industry is on track to register a rare three consecutive years of record highs in fab equipment spending with a 16% increase in 2020 followed by forecast gains of 15.5% this year and 12% in 2022. The bulk of fab investments in 2021 and 2022 will be seen in the foundry and memory sectors.

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To: BeenRetired who wrote (17023)4/8/2021 8:38:28 AM
From: BeenRetired
   of 19255
 
EUV pod guy Gudeng 2Xing output. 'Nuff said...

Gudeng, which commands the majority of the global supply of EUV pods thanks to orders from TSMC, is reportedly expanding its factory site in northern Taiwan with construction of the new facilities slated to complete at the end of 2022. The expanded site will boost the overall output at the site by over 100%, the sources suggested.

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To: BeenRetired who wrote (17023)4/8/2021 8:40:34 AM
From: BeenRetired
   of 19255
 
"all poised to generate impressive sales over the next three years"...

Foxsemicon Integrated Technology, Gongin Precision Industrial (GPI), Grand Process Technology, Gudeng Precision Industrial, Marketech International and United Integrated Services (UIS), as well as backend equipment specialists such as All Ring Tech and Scientech, are all poised to generate impressive sales over the next three years, particularly those in TSMC's supply chain, the sources said.

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