Chinese IT firms have been keen on reducing reliance on US supplies in the wake of the US-China trade war. Taiwan's IC design service providers used to land orders from China-based clients for mainly mining processors and high-performance computing chips, but have seen more of the customers engaged in the development of CPUs, GPUs and AI processors this year. Some RF component specialists in Taiwan have also seen increases in orders from China. And despite the escalating US-China trade tensions, DRAM chipmaker Nanya Technology has become more optimistic about its shipments for third-quate 2019 than its previous forecast.
Orders for China homegrown processors rising: Orders for custom-designed processors have been rising from China in 2019, according to industry sources in Taiwan.
Taiwan RF component suppliers see orders ramp up from China: Taiwan-based RF component specialists including RichWave Technology, Rafael Microelectronics and AMIC Communication (AMICCOM), have seen a ramp-up in orders from China in 2019, according to industry sources.
Nanya raises bit shipment forecast for 3Q19: DRAM chipmaker Nanya Technology has revised upward its bit shipment guidance for the third quarter of 2019 to over 25% growth sequentially from the mid-teen percentage increase estimated previously.
