Taiwan-based MOSFET chip suppliers have seen demand from the PC and notebook segments pick up, with improved order visibility for the second half of 2019, according to industry sources.

With clients previously turning conservative about placing orders due to the US-China trade tensions, many MOSFET chip suppliers such as Sinopower Semiconductor, EST Technology Integration and Niko Semiconductor, saw over 10% on-year drops in second-quarter revenues, with only a few exceptions, such as Excelliance MOS, who was able to maintain on-year growths, the sources from the MOSFET supply chain noted.

Excelliance reported consolidated revenues of NT$151 million for June, rising 25.9% on year to hit a monthly record.

Brand vendors' new PCs and notebooks are set to become available in the third quarter, coming with next-generation CPU and GPU platforms that require more MOSFET chips. Many Taiwan-based MOSFET suppliers have already seen rising orders for the third quarter, the sources said.

However, MOSFET chip quotes are unlikely to pick up anytime soon as competition for orders in the second half are expected to remain as fierce as in the first. The suppliers may have difficulties maintaining gross margins as high as those in early 2019, the sources said.

By: DocMemory
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