Notebook ODMs have seen robust shipments in second-quarter 2020, thanks to stay-at-home needs fuled by the coronaviru pandemic. But the notebook makers have mixed views about the second half of the year, with some still placing high hopes on the stay-at-home economy, and some turning consevative. In the semiconductor foundry secgtor, both TSMC and UMC have seen impressive operations from their China fabs. TSMC's Nanjing fab saw staggering increases in its 2019 sales, while UMC's fab in Xiamen is running at almost full capacity in the second quarter of 2020.
Notebook ODMs having mixed views on 2H20 shipments: Notebook ODMs are having mixed views for their shipments in the second half of 2020 with some expecting sequential drops in the third quarter and further declines in the fourth, and some anticipating orders to continue growing in the third quarter thanks to strong end-market demand, according to sources from the upstream supply chain.
TSMC Nanjing posts 170% revenue hike in 2019: TSMC Nanjing posted revenue of CNY4 billion (US$566.7 million) in 2019, up 170% on year, making it the third-largest foundry chipmaker in China trailing behind Semiconductor Manufacturing International (SMIC) and Huali Microelectronics (HLMC), according to industry sources.
UMC Xiamen fab runs at near full capacity: United Semiconductor (Xiamen), a 12-inch foundry subsidiary of Taiwan's United Microelectronics (UMC), has run at near full capacity since the second quarter of 2020 thanks to a pick-up in orders for 28nm chips.