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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Thursday 16 July 2020
TSMC expects 3Q20 revenue to increase 9%, raises outlook
TSMC expects to post revenues of between US$11.2 billion and US$11.5 billion in the third quarter of 2020, which is a 9.3% sequential increase at the midpoint. Gross margin and operating...
Thursday 16 July 2020
Co-Tech enjoys strong copper foil shipments for high-speed CCLs
Co-Tech Copper Foil, which produces copper foil used to manufacture CCLs and PCBs, has enjoyed strong shipments for high-frequency and high-speed CCLs needed to support 5G and AI...
Thursday 16 July 2020
TSMC to see orders increase for Arm-based Macs in 2H21
TSMC is expected to see orders for Apple's Macs based on its Arm-based silicon ramp up and contribute substantially to the foundry's wafer sales starting the second half of 2021,...
Thursday 16 July 2020
Taiwan server output hits record in 2019
The output of Taiwan's server industry hiked 210.9% on year to a record high of NT$94.2 billion (US$3.2 billion) in 2019, according to data compiled by the Ministry of Economic Affairs...
Wednesday 15 July 2020
Memory module firms look to gaming, creator PCs for 2H20 growth
Gaming products and creator-focused notebooks will be driving several memory module makers' revenue growth in the second half of 2020, according to industry sources.
Tuesday 14 July 2020
Highlights of the day: Wistron to increase server shipments to Fujitsu
IT companies generally believe server demand will remain robust in second-half of 2020, thanks to the persistent coronavirus pandemic. For Wistron, it is set to increase server shipments...
Tuesday 14 July 2020
IT companies have mixed views about 3Q20
Although notebook and tablet sales were significantly boosted by the stay-at-home economy in the second quarter in the wake of the coronavirus outbreak, IT companies have mixed views...
Tuesday 14 July 2020
Taiwan MOSFET, ESD makers positive about 3Q20 shipments
Taiwan's suppliers of MOSFET chips and ESD (electrostatic discharge) protection devices, after ending the second quarter of 2020 with impressive revenue increases, are expected to...
Tuesday 14 July 2020
Acer optimistic about notebook demand in 2H20
Acer is optimistic about its notebook sales in the second half of 2020, with abundant orders in hand waiting to be fulfilled, according to company chairman and CEO Jason Chen. The...
Tuesday 14 July 2020
PCB makers to see 3Q20 shipments pick up for new MacBook series
PCB makers in the supply chain of new MacBook Pro seies will see their shipments for the Apple notebooks surge more than 20% sequentially in the third quarter, according to industry...
Tuesday 14 July 2020
CIS backend firms tap deeper into auto field with On-Semi, Sony
With major CMOS image sensor (CIS) vendors including On Semiconductor and Sony set to put increased focus on automotive applications, Taiwan-based backend houses including Tong Hsing...
Monday 13 July 2020
Changes of the semiconductor industry
Since IC was invented, the semiconductor industry has undergone four stages of structural changes.
Monday 13 July 2020
Highlights of the day: Apple to increase MacBook Pro orders
It is uncertain how strong the stay-at-home demand for notebook devices will remain in the second half of 2020, but sources from the supply chain have claimed that Apple is set to...
Monday 13 July 2020
Unitech, Dynamic to see high-end car PCB shipments grow in 2H20
Demand for automotive PCBs is expected to pick up slowly in the third quarter after bottoming out in June, and shipments of high-end automotive modules are likely to rebound faster,...
Monday 13 July 2020
Synnex to expand logistics capacity in Australia
IT and consumer electronics channel distributor Synnex Technology International will invest NT$580 million (US$19.6 million) to expand an existing logistics center in Sydney, Australia,...