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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 20 May 2020
Highlights of the day: Smartphone sales rise sharply in China
Smartphone sales in China rose sharply in April on a sequential basis following weeks of stagnant demand amid the coronavirus outbreak. While strong momentum has been seen in the...
Wednesday 20 May 2020
Apple accelerates moving of iPhone production to India, Vietnam
Apple has stepped up moving more of its iPhone production to India and Vietnam looking to better diversify manufacturing risks amid the escalating trade US-China tensions, according...
Monday 18 May 2020
Highlights of the day: TSMC US fab project could reshape supply chain
TSMC has dopped a bombshell by announcing a plan to build a 5nm fab in the US. While the full impact of the fab poject remains to be seen, Digitimes Research believes it could reshape...
Monday 18 May 2020
Chromebooks expanding presence in notebook market
Demand for Chromebooks has expanded from the education sector to the enterprise and consumer sectors, and the penetration may lead to decreased share of Windows-based notebooks in...
Monday 18 May 2020
Top-5 notebook brands and top-3 ODMs see around 10% shipment growth in April, says Digitimes Research
Global top-5 notebook brands saw their combined shipments in April grow 12% on month to reach a new record for the month, as parts of their shipments originally scheduled for delivery...
Friday 15 May 2020
PCB maker Unitech losing momentum from AirPods 2
Unitech Printed Circuit Board saw its revenues and net profits for the first quarter of 2020 decline both sequentially and annually, and has expressed caution about its second-quarter...
Friday 15 May 2020
Highlights of the day: TSMC to build 5nm fab in US
The US has emerged as winner in the latest round of trade disputes with China: TSMC has announced a plan to build...
Friday 15 May 2020
Quanta expects double-digit notebook shipment growth in 2Q20
Quanta Computer expects its notebook shipments to register double-digit sequential and on-year increases in the second quarter of 2020, with annual shipments still likely to grow...
Thursday 14 May 2020
Highlights of the day: Server, notebook makers haunted by components shortages
Demand for servers and notebooks has been fueled by stay-at-home needs in the wake of the coronavirus pandemic, which neverthess is disrupting production, logistics support, and labor...
Thursday 14 May 2020
SMIC raises 2020 capex
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) has revised upward its capex outlook this year to US$4.3 billion, up US$1.1 billion or about 34% from...
Thursday 14 May 2020
Asustek expects 30% notebook shipment growth in 2Q20
Asustek Computer expects to post a 30% sequential surge in notebook shipments for the second quarter, thanks to the rise of stay-at-home economy.
Thursday 14 May 2020
Synnex Technology nets NT$1.08 per share for 1Q20
IT and consumer electronics channel distributor Synnex Technology International has posted consolidated revenues of NT$68.705 billion (US$2.28 billion), gross margin of 4.92%, net...
Thursday 14 May 2020
Asustek sees tight supply of notebook components
Coronavirus lockdowns in several Southeast Asian countries have disrupted supply of chips and components for notebooks and although the shortages have significantly improved recently...
Thursday 14 May 2020
China automotive components demand to drop 20-30% in 2Q20
Automotive components demand in China is expected to drop 20-30% on year in second-quarter 2020 due to the coronavirus pandemic, despite a sequential rebound from the lows in the...
Wednesday 13 May 2020
Highlights of the day: Micron scaling up 1znm DRAM chip production in Taiwan
Taiwan plays an increasingly important role for Micron Technology, which is ramping up production for its DDR4 DRAM chips built using 1znm...