Cryptocurrency mining, AI applications to drive up demand for analog, MOSFET chips

Taiwan-based suppliers of analog ICs, MOSFET chips and protection components are braced for strong shipment growths in the first quarter of 2018 as demand for graphics cards for cryptocurrency mining and AI applications has helped drive up sales of their solutions, according to industry sources.

Analog IC vendor Anpec Electronics said that order visibility for its fan motor driving ICs has remained clear so far in the first quarter despite off-peak seasonal effects, thanks to orders from new clients in the graphics card and motherboard sectors.

Anpec expects its revenues for the first quarter of 2018 to be on par with the NT$1.117 billion (US$38.22 million) seen in the previous quarter. The company will also begin to produce customized power management (PWM) ICs for some clients in 2018, further enhancing its business prospects for the year.

Most MOSFET solution suppliers, including Sinopower Semiconductor, Niko Semiconductor, Advanced Power Electronics and Excelliance MOS (EMC), have also continued to book substantial foundry capacity in order to roll out chips to meet persistent demand from downstream device makers, said the sources.

New platform products to be released by Intel and AMD in 2018 are expected to consume more MOSFET chips and protection solutions ensuring long-term demand for these devices, added the sources.