With the rising business opportunity of 5G applications, orders for related technologies and components have continued to pick up and are expected to benefit TSMC over its InFO-AiP and Taiwan-based CCL makers in 2020. Meanwhile, China-based DRAM maker CXMT has been pushing its LPDDR4x memory for the adoption into the handsets of China-based second-tier vendors.
TSMC to launch InFO-AiP volume production for mmWave devices in 2020: TSMC's backend antenna-in-package technology, dubbed InFO-AiP, has attracted orders from US-based clients for packaging 5G mmWave devices, with volume production set to kick off next year, according to industry sources.
CCL makers poised to reap 5G application opportunities in 2020: Taiwan-based CCL makers including Elite Material, Taiwan Union Technology, Iteq and Ventec International have raced to send high-frequency, high speed CCL samples to clients for validation in 2019 seeking to explore the growing 5G application opportunities in 2020 and beyond, according to industry sources.
CXMT developing LPDDR4x memory for handsets: China-based DRAM startup ChangXin Memory Technologies (CXMT) is making progress in the development of LPDDR4x memory chips, which will initially attract orders from China's second-tier handset vendors, according to industry sources.