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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 6 November 2020
Foxconn posts revenue surge in October
Foxconn Electronics (Hon Hai) has reported consolidated revenues surged 31.4% sequentially and 2.8% on year to NT$612.55 billion (US$21.45 billion) in October 2020.
Friday 6 November 2020
US election outcome not to change ODM relocation plans
Taiwan-based notebook and server manufacturers are sticking to plans of moving production out of China according to customer requests, regardless of the outcome of the US presidential...
Friday 6 November 2020
Vertiv sees emerging demand for liquid submersion cooling solutions
Vertiv, a US-based server infrastructure and edge datacenter solution provider, has received more inquires for liquid submersion cooling solutions for datacenter applications from...
Thursday 5 November 2020
Highlights of the day: VIS to see strong 4Q20
The foundry sector has seen robust demand this year with fab capacity in tight supply. Taiwan-based VIS, which provides...
Thursday 5 November 2020
Advantech eyeing return to growth track in 2021
Taiwan's leading IPC vendor Advantech may see weak results for 2020 but will seek to return to the growth track in 2021 by stepping up efforts to optimize its product lines and boost...
Thursday 5 November 2020
Vertiv rolls out smart edge datacenter solutions
With edge computing and data processing increasingly needed in many 5G-driven smart application scenarios, demand for edge datacenters or rack server solutions by enterprises has...
Wednesday 4 November 2020
Qualcomm, MediaTek ramping up orders at foundry houses, backend service firms
Qualcomm and MediaTek both are ramping up their orders at wafer foundry houses and IC backend service suppliers as they plan to roll out their respective next-generation 5G chips...
Wednesday 4 November 2020
Global server market, 3Q 2020
Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter as demand began to turn weak and...
Wednesday 4 November 2020
Sporton posts 3Q20 EPS of NT$2.25
Mobile device certification specialist Sporton International has reported net profit of NT$208 million (US$7.3 million) on revenue of NT$926 million for the third quarter of 2020,...
Wednesday 4 November 2020
New iPhones to consume 5-6% of total NAND flash produced in 2021
The new iPhone 12 series that comes in 64GB, 128GB and 256GB options will consume 5-6% of the overall NAND flash memory produced in 2021, according to industry sources.
Wednesday 4 November 2020
Malaysia and Taiwan engage in industrial collaborations to drive AIoT in Southeast Asia
Under the efforts of the New South Bound Policy, Taiwan and Malaysia engage in active industrial collaborations to create win-win partnerships that foster the sharing of experiences...
Tuesday 3 November 2020
Highlights of the day: Pandemic may disrupt server supply chain in 4Q20
Demand for cloud servers may be rebounding in the fourth quarter of 2020, but the coronavirus pandemic remains a black swan threatening to disrupt components supply and assembly operations...
Tuesday 3 November 2020
Global server shipments slip 6% on quarter in 3Q20, says Digitimes Research
Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter as demand began to weaken, and will...
Tuesday 3 November 2020
Around 15,000 servers needed for new Microsoft Azure datacenter in Taiwan
An estimated 15,000 servers will be needed to support Microsoft's new Azure datacenter that will be unveiled in Taiwan by the end of 2021 at the earliest, according to industry sou...
Tuesday 3 November 2020
Cloud server demand picking up, but facing pandemic variables
Cloud server demand has started picking up in the fourth quarter of 2020, but concerns have emerged whether a fresh wave of coronavirus infections in the US and Europe will again...