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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 9 July 2020
Notebook ODMs expect shipment drops in 3Q20
Wistron and Inventec both expect to see shipments drop sequentially in the third quarter due to high comparison bases in the second quarter.
Wednesday 8 July 2020
Highlights of the day: MediaTek slows down mmWave chip launch
The penetration of mmWave in the 5G market will be slower than expected. MediaTek reportedly has decided to push back its launch of mmWave...
Wednesday 8 July 2020
Nvidia A100 GPU adopted in more server products
Following the penetration into the supply chain of Google Cloud's Compute Engine platform, Nvidia has recently obtained more orders for its A100 GPU from the US-based cloud computing...
Wednesday 8 July 2020
Consumer MCU demand picking up
Taiwan-based MCU specialists have seen orders for TWS Bluetooth earbuds and other consumer electronics applications pick up substantially since the start of third-quarter 2020, according...
Wednesday 8 July 2020
MediaTek to push back launch of mmWave 5G chips
MediaTek has decided to push back the launch of its mmWave 5G SoC lineup to 2021, with mass production unlikely to take place until the second half of next year, according to industry...
Wednesday 8 July 2020
Memory prices may fall if smartphone sales disappoint in 2H20
DRAM and NAND flash memory prices will turn weak and start falling over the next two to three quarters, if smartphone sales buck seasonal trends and disappoint in the second half...
Tuesday 7 July 2020
Highlights of the day: IC designers seeking more foundry support
Though there is still uncertainty lying ahead because of the coronavirus pandemic, fabless IC designers are still anticipating a seasonal pick-up in demand from end market segments...
Tuesday 7 July 2020
Escalating US-China trade war puts Inspur at disadvantage
Inspur, China's biggest server brand, will be among the companies affected negatively by the escalating US-China trade war due to its dependence on US chip vendors including Intel...
Tuesday 7 July 2020
Optical component makers see increased shipments for 5G
Taiwan-based optical component suppliers have seen shipments for 5G base station and other applications start gaining momentum thanks to an acceleration of 5G infrastructure construction...
Tuesday 7 July 2020
Mitac sees datacenter business grow, but car electronics decline
Mitac International has seen orders for datacenter servers strengthened in the third quarter while orders for automotive products remain sluggish.
Tuesday 7 July 2020
HTC June revenues hit 6-month high
HTC saw its revenues surge 63.8% sequentially to a six-month high of NT$649 million (US$22.1 million) in June, bolstered by the release of its mid-tier smartphone, the Desire 20 Pro,...
Tuesday 7 July 2020
Taiwan smart manufacturing trial base to extend to technological verification
A smart manufacturing trial base in central Taiwan will extend from experimental production for components to technological verification of smart manufacturing solutions, according...
Tuesday 7 July 2020
Major Taiwan fabless firms strive for more foundry support
Taiwan's first-tier IC design houses, such as MediaTek, have demanded more capacity support from their foundry partners recently, according to industry sources.
Tuesday 7 July 2020
5G to enhance gaming experience, says Winking chairman
The high-speed transmission of 5G will allow games to be played like streaming media and players will no longer need to wait for the contents to be fully downloaded, according to...
Monday 6 July 2020
Highlights of the day: TSMC eyeing supercomputer chips
TSMC has also developed InFO_SoW (system-on-wafer) technology mainly for processing supercomputing AI chips. Demand for such extremely costly chips may be limited, but TSMC looks...