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Vanguard International Semiconductor Corp (世界先進), a supplier of display driver ICs and power management chips, expects its revenue next year to surpass the 12 percent annual rate estimated for the global foundry sector, driven by robust demand for chips used in electric vehicles (EVs) and 5G smartphones. To manage rising chip demand, Vanguard increased its capital expenditure for this year to between NT$8.5 billion and NT$9 billion (US$305.21 million and US$323.16 million), from NT$8.5 billion estimated three months ago. The expenditure increase would boost capacity slightly this year ...

ASE Technology Holding Co (日月光控股) yesterday reported that its net profit more than doubled to a record NT$14.18 billion (US$509.45 million) last quarter, as it operated near full capacity due to robust demand from the computer and communications segments. That compared with a net profit of NT$6.71 billion a year earlier and NT$10.34 billion in the previous quarter. Earnings per share rose to NT$3.29 last quarter, compared with NT$1.57 the previous year and NT$2.4 the prior quarter. Gross margin improved to 20.4 percent last quarter. It was 16 percent a year ago and 19.5 percent in th...

The outlook for chip prices next year is good, as a global shortage is expected to persist into next year, Macronix International Co (旺宏), the world’s biggest supplier of NOR flash memory chips, said yesterday. “We are positive about the first quarter of next year,” Macronix chairman Miin Wu (吳敏求) told an investors’ conference, denying that chip prices would dip amid easing supply constraints as some analysts have said. “The supply crunch is to last through the whole of next year,” Wu said. “We are running our factories at full capacity.” The growth is mainly underpin...

The efforts of the administration of US President Joe Biden to untangle global chip supply snarls is facing resistance from lawmakers and executives in Taiwan and South Korea, complicating attempts to resolve the bottlenecks hurting industries from automobiles to consumer electronics. The US Department of Commerce late last month asked companies in the semiconductor supply chain to fill out questionnaires by Nov. 8 seeking information regarding the ongoing chip shortage. While the request is voluntary, US Secretary of Commerce Gina Raimondo has told industry representatives that the White Hous...

Macronix International Co (旺宏), the world’s biggest supplier of NOR flash memory chips, yesterday reported that revenue last month expanded 13.3 percent to a record high of NT$5.68 billion (US$203.2 million), up from NT$5.01 billion in August. The company has posted monthly revenue highs since April amid robust customer demand for its chips used in servers, automotive parts, medical equipment and industrial products, as well as 5G-related applications. That brought the chipmaker’s revenue last quarter to NT$14.97 billion on the back of increases in prices and shipments, a surge of 31.3...