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Outbreak impact: PC, notebook, server
The PC, notebook and server supply chains are being disrupted by the outbreak
IN THE NEWS
Friday 10 April 2020
Memory vendors give priority to orders for data centers
Samsung Electronics, SK Hynix and Micron Technology now give priority to shipping memory chips and devices for data centers and other server applications, as demand for smartphones...
Wednesday 8 April 2020
Notebook component suppliers report brisk March results
Notebook component suppliers including battery pack maker Simplo Technology and cooling module firm Taisol Electronics have reported impressive revenue results for March 2020, thanks...
Wednesday 8 April 2020
Intel to launch new-gen desktop processors at end of April
Intel is set to introduce its 10th-generation Comet Lake-S desktop processors and 400 series chipsets at the end of April, according to sources at motherboard makers, who expect improvements...
Tuesday 7 April 2020
CCL makers see strong server application demand through 2H20
Taiwan-based CCL suppliers including Elite Material (EMC), Iteq and Taiwan Union Technology (TUC) have all seen robust demand for server applications, with strong shipment momentum...
Tuesday 7 April 2020
Taiwan MLCC, resistor makers see mostly orders with short lead time
Taiwan-based passive component makers have landed mostly short lead time orders recently from clients seeking to replenish their inventory, with order visibility clear just one month...
Wednesday 1 April 2020
Ennoconn expects revenues to grow
Taiwan-based IPC maker Ennoconn, which has seen its capacity in China recover to regular levels since mid March, expects its revenues to see a mild sequential slip in first-quarter...
Wednesday 1 April 2020
Pandemic delays tansfer of Lite-On Tech SSD business unit to Kioxia
EMS provider Lite-On Technology has disclosed it originally planned to transfer its SSD business unit to Kioxia Holdings (renamed from Toshiba Memory) on April 1, 2020, but the Japanese...
Wednesday 1 April 2020
Server assemblers continue enjoying strong orders though IC designers see slowdown
Though IC design houses have recently seen demand from US-based datacenter clients slow down, server makers continue to enjoy strong orders from such clients, according to sources...
Tuesday 31 March 2020
Taiwan ODMs stay keen on expanding non-notebook sales
Taiwan's ODMs including Compal Electronics and Quanta Computer will continue to generate more revenues from non-notebook segments for further profit improvement in 2020 despite recent...
Tuesday 31 March 2020
PC brands seeking new routes for delivery
With Amazon giving priority of its product delivery to daily necessities and pushing back that for PC products, most PC vendors are now seeking alternative ways to ship their devices...
Monday 30 March 2020
AIDC-led team lands NT$62 billion in orders from aircraft makers
An aerospace team composed of Taiwan's Aerospace Industrial Development (AIDC) and three advanced machinery makers has successfully tapped into the international aerospace composite...
Monday 30 March 2020
MSI expects small drop in 1Q20 revenues and rising sales starting April
Micro-Star International (MSI) expects revenues to drop less than 10% on year in the first quarter of 2020 and will see its sales gradually pick up starting April with the releases...
Monday 30 March 2020
GCE to see strong server board shipments in 1H20
Taiwan-based PCB maker Gold Circuit Electronics (GCE), with sever applications contributing 50% of revenues, is expected to see its sales for the first half of 2020 improve sharply...
Monday 30 March 2020
Unitech cautious about rigid-flex PCB shipments for AirPods 2
Unitech saw its net earnings for 2019 shoot up 170.85% to NT$1.731 billion (US$57.24 million) on revenues of NT$22.42 billion due mainly to robust shipments of rigid-flex boards for...
Monday 30 March 2020
Taiwan IC design houses see orders for servers slow down
Taiwan-based IC design houses engaged in the supply chain for servers are expected to see orders coming from the sector buoy their sales during the second quarter of 2020, but have...