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NEWS TAGGED CPU
Thursday 13 August 2020
Notebook ODMs suffer widening component shortages
Supply of notebook-use chips and components including processors, LCD panels and power chips has fallen short of demand, with the gap likely to widen to 15-20% in the third quarter,...
Friday 7 August 2020
Taiwan notebooks – 2Q 2020

Introduction

Friday 31 July 2020
NAND flash, DRAM to remain largest IC market segments
DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to IC Insights.
Tuesday 28 July 2020
Unimicron new plant set to produce ABF substrates for Intel in early 2022
IC substrate maker Unimicron Technology is slated to complete construction of a new plant in Yangmei, northern Taiwan by the end of 2020, followed by process optimization and validation...
Tuesday 28 July 2020
TSMC unlikely to build additional capacity for Intel orders
TSMC internally does not consider orders for Intel's processors as long-term ones, and therefore is unlikely to build additional production capacity for the new contract, according...
Monday 27 July 2020
TSMC EUV nodes to attract orders from Intel, sources say
Intel at its recent earnings call disclosed that its next-generation 7nm processors, including the company's first 7nm datacenter GPU design, would rely on external and internal process...
Friday 24 July 2020
Intel reports record 2Q20 sales
Intel achieved record second-quarter revenues with 34% data-centric revenue growth and 7% PC-centric revenue growth on year. These results were driven by strong sales of cloud, notebook,...
Tuesday 7 July 2020
Escalating US-China trade war puts Inspur at disadvantage
Inspur, China's biggest server brand, will be among the companies affected negatively by the escalating US-China trade war due to its dependence on US chip vendors including Intel...
Tuesday 7 July 2020
CCL makers revving up capacity expansion for high-end offerings
Taiwan's major CCL makers including Elite Material (EMC), Iteq and Taiwan Union Technology are all moving to expand their capacity for high-frequency, high-speed CCL materials to...
Monday 6 July 2020
Taiwan IC substrate makers to benefit from China locally-developed CPUs, GPUs
As demand for locally-developed CPUs and GPUs in China continues rising amid the US trade sanctions against Chinese IT enterprises, Taiwan-based IC substrate suppliers are expected...
Tuesday 30 June 2020
Nvidia, AMD see rising sales from server sector
Nvidia is currently still ahead of competitors in the server GPU market and saw its revenues from the datacenter business reach US$2.98 billion in 2019, nearly three times those of...
Wednesday 17 June 2020
Cloud providers to increasingly adopt liquid cooling technology
With power consumption of servers rising due to increased CPU and GPU performances, traditional air cooling solutions are becoming less efficient in heat dissipation, prompting more...
Thursday 11 June 2020
MSI expects stable 2020 sales
Micro-Star International (MSI) is optimistic about its second-quarter financial results and expects stable operation to continue for the remaining 2020, according to company chairman...
Friday 5 June 2020
IC substrate makers shifting focus to US clients from Huawei
Taiwan-based IC substrate makers including Unimicron Technology and Na Ya PCB are gearing up to strengthen business ties with US clients seeking to offset expected losses of orders...
Wednesday 3 June 2020
PS5 processor shipments to kick off in June, peak in 3Q20
Backend IC packaging and testing service providers will begin shipments of the customized SoCs designed by AMD specifically for PlayStation 5 (PS5) to their downstream partners in...
TPCA
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research