Communications systems are expected to show the biggest global sales in the integrated circuit (IC) category this year, replacing computer systems for the first time, market information advisory firm IC Insights forecast yesterday.
In a research report, IC Insights said that computer systems have been the largest source of sales in the global semiconductor business for years, but the landscape is expected to change this year amid strong demand for communications devices, in particular mobile devices.
The value of the IC market is expected to be about US$285.9 billion, with communications systems accounting for 37.9 percent of the total, computer systems 36.3 percent, consumer electronics 11.2 percent and automotive electronics 7.6 percent, the report said.
Industrial electronics and government and military applications are expected to make up 6.2 percent and 0.9 percent respectively of global semiconductor market sales, the advisory firm said.
In the Americas, Japan and the Asia-Pacific, communications, computers and consumer electronics will be the top-three components of the IC market this year, the report forecast.
These three categories are expected to account for 83.4 percent of IC sales in the Americas, while communications will make up 38 percent, it said.
In the Asia-Pacific region, the three categories will account for 92.3 percent of total IC sales this year, while communications systems will take 41.6 percent, the report predicted.
In Japan, the three categories are expected to make up 78.5 percent of total IC sales, with computer systems likely to take a 25.4 percent share, IC Insights said.
In Europe, the three top IC categories are communications, computers and automotive electronics, which are expected to account for 80.6 percent of that region’s total IC revenue this year, with communications taking a 28.1 percent share, IC Insights said.
Shares of contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) came under pressure yesterday after a report that Apple Inc is looking to shift some orders from the Taiwanese company to Intel Corp. TSMC shares fell NT$55, or 2.4 percent, to close at NT$2,235 on the local main board, Taiwan Stock Exchange data showed. Despite the losses, TSMC is expected to continue to benefit from sound fundamentals, as it maintains a lead over its peers in high-end process development, analysts said. “The selling was a knee-jerk reaction to an Intel-Apple report over the weekend,” Mega International Investment Services Corp (兆豐國際投顧) analyst Alex Huang
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is expected to remain Apple Inc’s primary chip manufacturing partner despite reports that Apple could shift some orders to Intel Corp, industry experts said yesterday. The comments came after The Wall Street Journal reported on Friday that Apple and Intel had reached a preliminary agreement following more than a year of negotiations for Intel to manufacture some chips for Apple devices. Taiwan Institute of Economic Research (台灣經濟研究院) economist Arisa Liu (劉佩真) said TSMC’s advanced packaging technologies, including integrated fan-out and chip-on-wafer-on-substrate, remain critical to the performance of Apple’s A-series and M-series chips. She said Intel and Samsung
POWER BUILDUP: Powered by Nvidia’s B200 Blackwell chips, the data center would support MediaTek’s computing power demand and business growth, the company said Smartphone chip designer MediaTek Inc (聯發科) yesterday launched a new artificial intelligence (AI) data center with a maximum capacity of 45 megawatts to meet its rising demand for computing power required to develop new advanced chips for AI applications. The company has completed the first-phase computing power buildup at the data center in Miaoli County’s Tongluo Township (銅鑼), providing 15 megawatts of capacity to support its research and development (R&D) capabilities, despite an industrywide shortage of key components, MediaTek said. Supply constraints have plagued a wide range of key components, including memory chips, solid-state drives, power supply units and central
TRANSITION: With the closure, the company would reorganize its Taiwanese unit to a sales and service-focused model, Bridgestone said Bridgestone Corp yesterday announced it would cease manufacturing operations at its tire plant in Hsinchu County’s Hukou Township (湖口), affecting more than 500 workers. Bridgestone Taiwan Co (台灣普利司通) said in a statement that the decision was based on the Tokyo-based tire maker’s adjustments to its global operational strategy and long-term market development considerations. The Taiwanese unit would be reorganized as part of the closure, effective yesterday, and all related production activities would be concluded, the statement said. Under the plan, Bridgestone would continue to deepen its presence in the Taiwanese market, while transitioning to a sales and service-focused business model, it added. The Hsinchu