China's coronavirus outbreak is set to have far-reaching impacts on the global IT industry and could undermine global demand to a great extent if related supply chains are cut off, according to Colley Hwang, president of Digitimes.
Taiwan's shipments of large-size panels in 9-inch and above sizes (excluding Sharp's) are expected to contract 7.8% sequentially in the first quarter of 2020 if the coronavirus outbreak is under control, according to Digitimes Research.
The coronavirus outbreak in China is hitting hard many in the supply, but TSMC is a major exception. The world's top pure-play foundry has no plans to revise its sales guidance for the first-quarter, and reportedly none of its major clients are cutting orders despite the epidemic, with the foundry's capacity supply remaining tight...
Many factories in China resumed work today after an extended Lunar New Year break, but many Taiwanese IT firms expected a low return rate of workers amid the ongoing coronavirus outbreak, which is showing no signs of abating. Some components firms have even decided to delay further their work resumption to February 25...
Global server shipments went up 13.4% sequentially in the fourth quarter of 2019 thanks to rising demand from US large datacenter companies and China's server market. However, shipments in the first quarter of 2020 are expected to be affected by China's coronavirus outbreak, according to Digitimes Research's latest server tracker.
For many parts of China, work is supposed to resume starting February 10 after an extended Lunar New Year break in the wake of the coronavirus outbreak, but manufacturers generally do not believe their production can return to normal levels. Materials and labor shortages will be a major problem due to local governments' tight control of transportation...
iStaging has seen a surge in inquiries following China's coronavirus outbreak about its VR/AR solutions that can replace person-to-person contact conventionally entailed in general business operations, according to company COO Rene Fang.
The extent of the impact on the ecosystem by the coronavirus outbreak is anyone's guess at this stage, but industry and market observers generally agree that a prolonged epidemic will take a heavy toll on both the supply chain and consumer demand...
The coronavirus outbreak in China has widespread impacts on the ICT supply chain. Although many makers are supposed to resume production in China next week or in mid-February if no further complications occur, they cannot tell how normal their operations will be...
Global notebook shipments were weaker-than-expected in the fourth quarter of 2019 due to Intel's ongoing CPU shortages and major brands stopping stocking extra inventory in the wake of easing US-China trade tensions. However, annual shipments in 2019 still grew 4.1% on year, according to Digitimes Research's notebook tracker.
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