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IN THE NEWS
Thursday 27 February 2020
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
Wednesday 26 February 2020
Huawei places more chip orders with China fabs
Huawei has placed more chip orders with fabs in China, including TSMC's 12-inch wafer plant in Nanjing and SMIC's facilities, over the past half year, according to industry sources...
Wednesday 26 February 2020
China smartphone market and industry (outbreak updates) – 4Q 2019
The coronavirus outbreak has resulted in labor shortage and shipment disruption in China's supply chain.
Tuesday 25 February 2020
Taiwan small- to mid-size LCD panels – 4Q 2019
The fourth quarter of 2019 was a traditional slow season for the small- to medium-size panel industry, but Taiwan's shipments still grew 16.6% sequentially in the quarter thanks to...
Monday 24 February 2020
Taiwan IC sector bracing for looming tougher trade ban on Huawei
Taiwan's semiconductor supply chain players are bracing for stricter trade restrictions being mulled by the US against Huawei, which could create even worse impacts than those brought...
Friday 21 February 2020
Tablet demand in China gaining momentum from epidemic
Tablets demand in the China market is picking up inadvertently in the wake of the coronavirus outbreak that is fueling needs for remote work and learning, but their ODMs' production...
Friday 21 February 2020
Global tablet market – 4Q 2019
Global tablet shipments amounted to 43.23 million units in fourth-quarter 2019 as white-box vendors had excess inventory, causing their shipments for the quarter to weaken, while...
Friday 21 February 2020
China handset inventory hits 60 million units
Stockpiles of handset inventory in China's distribution channels are now estimated at nearly 60 million units, which may take at least two months to clear out and force handset brands...
Wednesday 19 February 2020
Highlights of the day: TSMC reportedly moves to reduce reliance on Huawei
The US has been mounting pressure on its allies over its trade ban on Huawei, which has in turn been shaking the IT supply chain. The world's top pure-play foundry TSMC,...
Wednesday 19 February 2020
Driver IC backend houses expect demand to rebound in 2H20
Taiwan-based handset display driver IC backend specialists have seen customer orders slow down, with poor order visibility for the next several months, but they expect demand to rebound...
Wednesday 19 February 2020
Taiwan notebooks – 4Q 2019
Taiwan's notebook shipments slipped 4.4% sequentially, but grew 3.1% on year to arrive at 32.37 million units in the fourth quarter of 2019.
Wednesday 19 February 2020
TSMC cuts chip capacity support for Huawei, say sources
TSMC has started reducing its chip capacity support for Huawei, but is still working closely with the China-based vendor in the development for advanced 5nm and 3nm chip solutions,...
Friday 14 February 2020
ODMs see better-than-expected recovery in China capacity amid outbreak
Taiwan-based ODMs including Compal Electronics, Quanta Computer and Inventec have seen capacities at their plants in China recovering in a pace faster than expected amid the coronavirus...
Friday 14 February 2020
TSMC fab toolmakers remain upbeat
Revenue prospects for TSMC's ecosystem partners, particularly semiconductor equipment makers, remain upbeat this year despite the ongoing coronavirus outbreak, according to market...
Friday 14 February 2020
Digitimes Research examines health of four major ICT sectors in China amid outbreak
IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting...