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IN THE NEWS
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...
Friday 14 February 2020
Global server market, 4Q 2019
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...
Thursday 13 February 2020
III-V semiconductor makers gearing up for new iPhone production
Taiwan-based compound semiconductor components makers are gearing up to fulfill shipments of PA (power amplifier), RF (radio frequency) and VCSEl devices for a new iPhone model, tentatively...
Friday 7 February 2020
Chinese 5G optical transceiver makers seeking Taiwan capacity support
China-based makers of optical transceiver modules for 5G base stations are gearing up to scramble for capacity support from their components suppliers in Taiwan in order to maintain...
Thursday 6 February 2020
Semiconductor spending declines in 2019, says Gartner
Leading original equipment manufacturers (OEMs) reduced their semiconductor spend in 2019, influenced by declining memory prices, according to Gartner. Apple took the top rank from...
Thursday 6 February 2020
Notebook, smartphone supply and demand in China hit by outbreak
The notebook and smartphone sectors are both expected to be undermined by China's coronavirus outbreak in the first quarter of 2020 as local consumer demand has been significantly...