The mature notebook market has seen robust demand thanks to stay-at-home needs in the wake of the coronavirus pandemic. Third-quarter 2020 notebook shipments hit a record high, driven by better-than-expected education procurement orders catering to back-to-school demand, according to Digitimes Research. The server sector is another beneficiary of pandemic-triggered demand this year. Microsoft has just announced plans to build an Azure datacenter in Taiwan with aims to turn the country into the firm's Asian operations hub. And Taiwan's LCD panel makers are expected to see shipments for IT applications stay in high gear in foruth-quarter 2020.
Notebook shipments hit record high in 3Q20, says Digitimes Research: Worldwide notebook shipments climbed 8.6% sequentially to reach a record in the third quarter of 2020, according to Digitimes Research.
Microsoft to build Azure datacenter, cloud hardware R&D team in Taiwan: Microsoft has announced plans to build a data center in Taiwan and grow a local team dedicated to the development of Azure cloud hardware and infrastructure, which is expected to accelerate the clustering of a datacenter server supply chain in the country.
Taiwan IT panel shipments to remain in high gear in 4Q20: Taiwan's panel makers will be able to maintain their shipment momentum for IT panels in the fourth quarter of 2020 although their combined ratio to global shipments is likely to edge down slightly in the quarter due to off-peak season effects and tight supply of some IC parts such as CPUs, power management (PWM) and driver ICs, according to Digitimes Research.