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Thursday 13 February 2020
Taiwan ODMs see Kunshan plants in serious labor shortages
Taiwan-based ODMs' plants in Kunshan, China are facing serious labor shortages at the moment with a majority of their workers still unable to return to work, according to sources...
Thursday 13 February 2020
Memory industry faces even harsher impact in 2Q20
Challenges arising from the coronavirus outbreak may become severe in the second quarter, according to sources in the memory industry, which may suffer from upstream material shortages...
Wednesday 12 February 2020
Outbreak posing mixed impacts on different semiconductor segments in China
The coronavirus outbreak has posed mixed impacts on semiconductor firms operating in China, with backend service houses suffering the most, reaching average capacity utilization of...
Wednesday 12 February 2020
Passive component makers put more focus on non-China production
Taiwan-based passive component makers will be freeing up non-China production capacity if necessary, as their manufacturing operations in China have experienced low labor return rates...
Tuesday 11 February 2020
Memory module firms to see deliveries disrupted by coronavirus
Memory module firms have seen their supply chain partners in China suffer from delayed work resumption and uncertainties in employees' returns amid the coronavirus outbreak, which...
Tuesday 11 February 2020
Server supply to remain stable before March
Server supply will remain stable for the rest of February as most brands still have components in their inventory. However, if China's coronavirus outbreak cannot be contained, the...
Tuesday 11 February 2020
Pegatron hit by low labor return rates
With China locking down Shanghai to prevent the spread of the coronavirus, Pegatron's plant in the city only saw a limited number of workers return to their posts on February 10,...
Tuesday 11 February 2020
Memory chip supply to become tight, says Winbond president
The supply of DRAM and NAND flash memory chips is set to fall short of demand in the second half of 2020, although a pick-up in end-market demand may arrive later than expected, according...
Monday 10 February 2020
Coronavirus outbreak impact: Many have yet to return to work in China
Many factories in China resumed work today after an extended Lunar New Year break, but many Taiwanese IT firms expected a low return rate of workers amid the ongoing coronavirus outbreak,...
Monday 10 February 2020
China smartphone sales likely to fall 30% in 2020 due to outbreak
Should the outbreak of the coronavirus in China prolong to June, sales of smartphones in the country would be slashed by about 30% to 280 million units in 2020, down from the previous...
Monday 10 February 2020
TSMC revenues up in January, VIS down
TSMC has reported consolidated revenues for January 2020 increased 32.8% on year and 0.4% sequentially to NT$103.68 billion (US$3.45 billion), while revenues at specialty IC foundry...
Monday 10 February 2020
Global server shipments to drop nearly 10% in 1Q20 due to outbreak, says Digitimes Research
Global server shipments went up 13.4% sequentially in the fourth quarter of 2019 thanks to rising demand from US large datacenter companies and China's server market. However, shipments...
Monday 10 February 2020
Less than 20% of employees expected to return to work in China
Less than 20% of Chinese factory employees would return to work after an extended Lunar New Year break due to the coronavirus outbreak, and many components plants in China have decided...
Monday 10 February 2020
PC and server suppliers see sales hit by coronavirus outbreak
China's coronavirus outbreak has significantly undermined local PC and server demand and is expected to affect related upstream suppliers' performances, as PC sales from China account...
Friday 7 February 2020
Passive component makers asked to raise production outside China
Taiwan-based passive component makers are being requested by clients to scale up production in Taiwan or Southeast Asia to offset possible production contraction in China due to the...