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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 16 April 2020
Traditional PC shipments see sharp decline in 1Q20, says IDC
The global traditional PC market, comprised of desktops, notebooks, and workstations, declined 9.8% on year in the first quarter of 2020, reaching a total of 53.2 million shipments...
Thursday 16 April 2020
IMotion unveils solutions for analyzing coronavirus contact history
Taiwan-based smart handheld device developer IMotion Group, founded by Asustek Computer ex-CEO Jerry Shen, has partnered with THLight, a Taiwanese indoor space positioning technology...
Wednesday 15 April 2020
Sunonwealth expects 2Q20 revenues to be driven by IT applications
Cooling fan module maker Sunonwealth Electric Machine expects its operation to grow sequentially and on year in the second quarter driven by demand from notebook, server and communication...
Wednesday 15 April 2020
Unimicon, Na Ya to enjoy robust orders for ABF substrates till 4Q20
Taiwan-based IC substrates makers including Unimicron and Na Ya PCB are expected to see their capacities, especially those for ABF substrates, fully booked till fourth-quarter 2020,...
Wednesday 15 April 2020
Chip resistors see tightest supply with BB ratio hitting 1.8
Chip resistors are seeing the tightest supply among passive components with book-to-bill ratios at suppliers rising to 1.8, higher than 1.5 for MLCCs, and major makers Yageo, Walsin...
Wednesday 15 April 2020
Server firms continue to replenish inventory
Server ODMs have continued to stock up component inventory judging from clear order visibility through the third quarter or even the fourth quarter this year, according to industry...
Wednesday 15 April 2020
Memory module makers uncertain about 2Q20 prospects
Memory module makers have become increasingly uncertain about their outlook for the second quarter despite an influx of short lead-time orders for PCs, and continued strong demand...
Wednesday 15 April 2020
Cheng Mei Materials lands polarizer orders from SDP
Polarizer supplier Cheng Mei Materials Technology (CMMT) will see strong sales growth in the second quarter 2020 as the firm reportedly has landed orders for large-size TV-use polarizers...
Wednesday 15 April 2020
TSMC sees 28nm process capacity utilization drop
TSMC has seen 28nm as well as 40/45nm process capacity utilization rates drop, due to a slump in chip demand for automotive and consumer electronics devices, according to sources...
Wednesday 15 April 2020
Taiwan government launching measures to assist startups
The Taiwanese government is stepping up efforts to help local startups hit by the coronavirus pandemic, including financial assistance.
Monday 13 April 2020
TV brands cutting panel orders for 2Q20
Most TV brands are cutting back their panel orders for the second quarter of 2020 as demand for TVs in most markets, particularly in the US and Europe, has contracted significantly...
Monday 13 April 2020
EUV equipment suppliers post revenue growth in March
Taiwan-based fab toolmakers engaged in the supply chain for EUV-based process manufacturing equipment, such as Gudeng Precision and Marketech International, saw their March revenues...
Monday 13 April 2020
Panel makers see deceleration in car-use orders
With the coronavirus pandemic spreading fast, many display panel makers have seen tier-1 components suppliers in the automotive ecosystem defer or cancel orders, weakening visibility...
Monday 13 April 2020
Quanta reports growth in March revenues; Acer sees rising PC sales
Quanta Computer has announced consolidated revenues of NT$78.11 billion (US$2.57 billion) for March, up 58.8% on month and 6.2% on year with consolidated revenues for the first three...
Monday 13 April 2020
Nanya expects flat shipment growth in 2Q20 with slight ASP increase
Taiwan-based DRAM chipmaker Nanya Technology expects to post flat sequential shipment growth in the second quarter of 2020, with a slight increase in product ASP.