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Highlights of the day: ICT orders from India slowing

The rampant pandemic in India has raised an alarm among ICT makers. Suppliers in the handset and PC sectors have seen orders dlowing down from the South Asian country. Taiwanese IC design houses are also bracing for disappointing sales in second-quarter 2021 because of the impacts from the surging COVID infections in India. But server ODMs still expect stgrong growth in shipments in the second ...

EOI April revenues slip on Ford production cut

LED automotive lighting module maker Excellence Optoelectronics (EOI) has reported April consolidated revenues of NT$287.8 million (US$10.2 million), shrinking 22.14% sequentially, reportedly thanks to reduced production at Ford Motor.

Server makers eyeing double-digit shipment increases in 2Q21

Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential increases, mainly driven by strong demand for datacenter applications, according to industry sources.

Taiwan IC substrate suppliers to embrace strong 2Q21

Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology have all posted both sequential and on-year increases for their April revenues, and are poised to embrace brisk results in second-quarter 2021 driven by strong demand particularly for ABF substrates, according to industry sources.

Coretronic eyeing 60% surge in image product shipments in May

Backlight unit (BLU) maker Coretronic expects shipments of its image products and visual solutions to hike 60% sequentially in May, thanks to deferred shipments from the previous month.

Antenna supply chain gearing up for 5G mmWave AiP modules

Smartphone-use antenna makers are gearing up for a likely boom in demand for 5G AiP (antenna in package) modules that they expect will be triggered by Apple's release of new mmWave-enabled iPhones in the second half of 2021, according to industry sources.

Taiwan panel makers post mixed results for April

Most Taiwan-based LCD panel makers, except for Giantplus Technology, have reported sequential declines in revenues for April due to shortages of upstream materials and reduced workdays in the month.

Wah Hong sees profit hike in 1Q21

Optoelectronics materials supplier Wah Hong Industrial has reported net profits surged 179% on year to a nine-year high of NT$96.04 million (US$3.5 million) in the first quarter of 2021, with EPS reaching NT$0.98.

Taiwan MCU vendors set to enjoy strong 2Q21

Taiwan-based MCU specialists are set to post sequential revenue increases of 30% or more for the second quarter of 2021, as clients have sustained strong shipment pull-ins after advancing order placements to secure sufficient supply amid worsening components shortages, according to industry sources.

Suppliers see orders slowing for handsets, notebooks from India

ODMs and other suppliers engaged in the notebook and handset industry supply chains have seen orders from India start slowing down recently, as a resurgence of COVID-19 infections in the country has led to both supply- and demand-side issues, according to industry sources.

Handset PCB makers turn cautious as orders slow down

HDI PCB manufacturers have turned cautious about their sales performance in the second quarter, as orders from Chinese handset clients are slowing down along with their sales declines in China and India markets, according to industry sources.

Phison optimistic about 2Q21

NAND flash device controller and module supplier Phison Electronics has reported better-than-expected profits for the first quarter of 2021, and is optimistic about its operations in the second quarter.

Taiwan IC design houses may see disappointing 2Q21 sales

Taiwan-based IC design houses may post disappointing revenues for the second quarter of 2021, as a resurgence of COVID-19 infections in India has led to an overall deceleration in sales of handsets, tablets and other consumer technology products locally, according to industry sources.

Just Kitchen poised for IPO in New York

Just Kitchen Holdings, a Taiwan-based startup provider of meal/food delivery services, will undertake IPO on New York's OTC Markets in late May, according to company co-founder and CEO Jason Chen.

IATF 16949 certification essential for Taiwan ICT makers to enter car supply chain

About 1,000 Taiwan-based makers have obtained IATF (International Automotive Task Force) 16949 certification for the development of management systems for automotive supply chains and their production processes, with the first edition published in October 2016, according to industry sources.
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