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From: BeenRetired4/8/2021 7:11:26 AM
   of 20907
 
Gushing AMAT CEO on cramer last nite. ONLY braindead don't get it

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From: BeenRetired4/8/2021 7:35:57 AM
   of 20907
 
Unisoc, Oppo, Xiaomi gearing up for new 5G mobile chips roll-outs
Cage Chao, Taipei; Willis Ke, DIGITIMES
Thursday 8 April 2021

Oppo and Xiaomi will introduce their in-house-developed sub-6GHz 5G chip solutions between late 2021 and early 2022, joining fabless chipmaker Unisoc in competing against chip vendors such as Qualcomm and MediaTek, according to industry sources

P.S.
Bunches joining the roll-your-own parade.
Disruption ALWAYS good for Shrink n Stack.
Bit bonanza JUST started.

ASML

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From: BeenRetired4/8/2021 7:43:25 AM
   of 20907
 
NOR flash chipmakers see more customers eager for long-term deals
Siu Han, Taipei; Jessie Shen, DIGITIMES
Thursday 8 April 2021

Taiwan-based NOR flash chipmakers have seen more of their clients eager to strike long-term supply agreements, according to industry sources.

P.S.
My WAG?
A long niche Storage finding wider applications.
A sure sign The One Massive Chip Ecosystem expanding.
Rapidly.
And,...
This is JUST the start. According to the AMAT CEO,

ASML

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From: BeenRetired4/8/2021 7:58:39 AM
   of 20907
 
UMC posts record 1Q21 revenue
Siu Han, Taipei; Jessie Shen, DIGITIMES
Thursday 8 April 2021

Pure-play foundry United Microelectronics (UMC) has reported March consolidated revenue hit a record high of NT$16.62 billion (US$584.5 million). Revenue for the first quarter of 2021 totaled nearly NT$47.1 billion, also a historic high.

UMC's revenue for first-quarter 2021 represented increases of nearly 4% on quarter and 11.4% on year.

Market watchers credited UMC's positive performance during the first quarter to upward adjustments made in its contract-manufacturing quotes, and full fab capacity utilization the foundry operated.

UMC said previously that it would utilize 100% of its capacity during the first quarter of 2021, thanks to a strong pull-in of orders. The company estimated wafer shipment growth at approximately 2% sequentially, and ASP growth at 2-3% with ASP.

UMC posted revenue of nearly NT$45.3 billion in the fourth quarter of 2020, rising about 1% on quarter and hitting a record high for the fifth consecutive quarter. Revenue came to NT$176.82 billion in 2020, rising 19.3% on year and setting an annual high.

P.S.
JUST the start.

ASML

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From: BeenRetired4/8/2021 8:01:20 AM
   of 20907
 
Backend firms see persistently strong demand for MCUs
Julian Ho, Taipei; Willis Ke, DIGITIMES
Thursday 8 April 2021

Backend firms including ASE Technology, Greatek Electronics, Lingsen Precision Industries and Orient Semiconductor Electronics (OSE) continue to enjoy strong packaging demand for MCUs used in diverse applications ranging from consumer electronics, medical...

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From: BeenRetired4/8/2021 8:04:28 AM
   of 20907
 
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 20907
 
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 20907
 
traitors must be traitoring on alternate facts

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From: BeenRetired4/8/2021 8:17:57 AM
   of 20907
 
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 20907
 
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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