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Thursday 21 October 2021
IC design houses see clients increasingly reluctant to accept price hikes
Taiwan-based IC design houses, particularly those engaged in consumer ICs, have come under increasing pressure to maintain their quotes for 2022 as customers are more reluctant to...
Tuesday 19 October 2021
Quanta to open new plant in Thailand in 2022
Quanta Computer will open its new plant for server production in Thailand in early 2022, according to industry sources.
Monday 18 October 2021
Commodity DRAM prices likely to fall 15-20% in 1Q22
Following peak shipments in the second and third quarters, the memory sector has entered a period of correction in the fourth quarter of 2021 that may last for 1-2 quarters, and commodity...
Friday 15 October 2021
Global server shipments to see steady growth over next 5 years
Global server shipments are expected to increase around 6% on year in 2022, driven primarily by order pull-ins from datacenter operators. For the short term, the growth will benefit...
Wednesday 13 October 2021
Power Logic completes validation for 5G server cooling solutions
Cooling fan maker Power Logic has completed product validation for its 5G server cooling solutions, which will soon be ready for volume production, according to the company.
Wednesday 13 October 2021
DRAM bit demand growth to decelerate in 2022
The overall DRAM bit demand is expected to surge over 15% in 2022, but the growth will be less significant compared to this year, according to industry sources.
Wednesday 13 October 2021
Demand for data centers creates opportunities for connectors, cable supply chain
As cloud and 5G applications continue to grow, the demand for data centers remains high, opening up opportunities for related supply chains such as connectors.
Wednesday 13 October 2021
Samsung starts mass production of 14nm EUV DDR5 DRAM
Samsung Electronics has begun mass producing what it claims is the industry's smallest, 14nm DRAM based on extreme ultraviolet (EUV) technology. Following the company's shipment of...
Tuesday 12 October 2021
Nanya expects bit sales to contract in 4Q21
DRAM maker Nanya Technology expects its bit sales to contract in the fourth quarter of 2021, with chip ASPs likely to fall through the first quarter of next year, according to company...
Friday 8 October 2021
Samsung reportedly to build additional ABF substrate capacity
Samsung Electro-Mechanics (SEMCO) reportedly plans to install a new production line for ABF-based flip chip ball grid array (FCBGA) substrates at its factory site in Vietnam, with...
Thursday 7 October 2021
Global server shipment forecast, 2022 and beyond
Large datacenter demand will remain the main growth driver for server shipments 2021 through 2026. On top of that, 5G white-box telecom datacenter demand will also spur some growth...
Thursday 30 September 2021
Highlights of the day: Server shortage to remain till 1H22
The server sector has not seen any improvements so far, and server supply is expected to fall short of demand through...
Thursday 30 September 2021
Server supply to remain constrained through mid-2022
The supply of servers will stay constrained through the middle of next year, due mainly to shortages of small ICs, according to industry sources.
Monday 27 September 2021
Taiwan IC vendors poised to raise prices in 4Q21
Several Taiwan-based IC design houses are poised to raise their chip prices starting the fourth quarter of 2021 to reflect rising manufacturing costs, according to industry sources...
Thursday 23 September 2021
PCB firms poised to enjoy robust shipments for servers in 4Q21
PCB manufacturers are expected to enjoy robust shipments for server applications in the fourth quarter of 2021, according to industry sources.