Highlights of the day: Notebook ODMs to see robust 2Q20
Stay-at-home needs triggered by the coronavirus-imposed lockdowns in many parts of the world have boosted demand for enterprise and educational notebooks and tablets. Taiwan-based notebook ODMs now expect robust shipment growth in second-quarter...
NAND flash controller specialist Phison Electronics has disclosed plans to expand its factory site in northern Taiwan with total investment estimated at NT$1.4 billion (US$46.2 million), seeking to strengthen its R&D to capitalize on strong demand for 5G and server applications.
Memory demand propelled by stay-at-home economy
The coronavirus outbreak has spurred stay-at-home economy, driving demand for related applications such as servers, commercial notebooks, gaming consoles and set-top boxes (STB), according to sources at memory backend houses.
Over the past decade, the IC industry has been paring down its older capacity as manufacturers have consolidated or transitioned to the fab-lite or fabless business models, according to IC Insights. With a surge of merger and acquisition activity in the middle of this decade, and more companies producing...
AP Memory enhances customized offerings and IP licensing
AP Memory will focus more on its IP licensing services and customized offerings to improve its margin performance this year, according to the memory IC design house.
The coronavirus pandemic is threatening the lives and livelihoods of many, but despite the uncertainty lying ahead of the IT industry, Taiwan-based ODM Wistron - a major maker of notebooks and servers - remains optimistic that its sales...
NAND flash ASPs may tumble in 2H20
The spread of the coronavirus pandemic has dragged down considerably shipments for most end products in the first quarter of 2020, according to DRAMeXchange, which cut its NAND flash bit output growth forecast this year to about 30%.
Memory module firms to post profit growth in 1Q20
Memory module houses are expected to post impressive profit and margin results for the first quarter of 2020, driven by chip price increases, according to industry sources.
Micron sees strength in datacenter demand
Micron Technology has delivered solid results for its second quarter of fiscal 2020, when revenues hit the high end of its guidance despite the coronavirus pandemic.
Samsung announces EUV DRAM
Samsung Electronics has shipped one million 10nm-class (D1x) DDR4 DRAM modules based on extreme ultraviolet (EUV) technology, according to the company. The new EUV-based DRAM modules have completed global customer evaluations.
Highlights of the day: Server demand remains strong
The server and datacenter sector has been almost immune to the coronavirus, with demand being boosted by remote working and learning, online gaming and shopping in the wake of the pandemic. Server ODMs expect their shipments to pick up...
Memory distributors turn cautious
Memory distributors have turned cautious about demand due to the coronavirus pandemic, and are slowing down their chip purchases, according to industry sources.
Despite the coronavirus pandemic, 5G chip vendors still have high expectations for 2020. But until the pandemic eases and end-maket demand recovers, the vendors are under pressure to cut 5G chip prices in order to secure orders. But not...
Taiwan-based NAND flash controller chips vendor Phison Electronics has seen clear order visibility through October, as clients in Europe and the US have rushed their orders to build inventories amid the worsening coronavirus pandemic, according to company chairman KS Pua.
Taiwan firms reportedly ask for Computex postponement
Many Taiwan-based high-tech companies reportedly has asked the organizers of Computex Taipei to postpone the annual tradeshow this year currently scheduled for June 2 to 5, citing the coronavirus pandemic.
The coronavirus pandemic's impacts on the global economy is only beginning to be appreciated and has deep implications for the world's technology supply chain.
Semiconductor equipment billings increase
Billings among North American manufacturers of semiconductor production equipment increased 1.2% sequentially and 26.2% on year in February 2020, according to SEMI.
Regional marketshares of IDMs (companies operating wafer fabs) and fabless companies, and total IC sales were led by US-headquartered companies in 2019, according to IC Insights.
Unic Memory Technology, a loss-laden storage business unit under China's Tsinghua Unigroup, will be dissolved as part of the group's efforts to restructure its organization, according to market sources.
Samsung Electronics has announced mass production of what the company claims is the fastest storage for flagship smartphones.
The coronavirus epidemic has just started to show signs of easing in China, but the Chinese government can hardly wait to reboot its semiconductor industry. Its National Integrated Circuit Industry Investment Fund, aka Big Fund - set...
Memory distributors uncertain about demand
Memory distributors have become more uncertain about demand due to the rapidly spreading coronavirus pandemic, and may adjust downward their quotes if demand turns out to be disappointing in the second half of 2020, according to industry sources.
China Big Fund in 2nd phase to fuel chip industry
China's National Integrated Circuit Industry Investment Fund (Big Fund) is about to kick off its second-phase capital support for the local chip industry, according to industry sources.
The coronavirus pandemic is sweeping across the US and Europe, casting a shadow over the consumer electronics market. Now the semiconductor supply chain fears that the end-market demand may not pick up until 2021. In China, where the...
PSMC swings to loss in 2019
Pure-play foundry Powerchip Semiconductor Manufacturing (PSMC), which is wholly-owned by Powerchip Technology, swung to net losses of NT$1.48 billion (US$48.9 million) in 2019. EPS turned to negative NT$0.94.
Taiwan large-size LCD panels – 4Q 2019
Taiwan's large-size LCD panel shipments went down slightly on quarter, but more than 5% on year to arrive at 59.12 million units...
China smartphone AP shipments – 4Q 2019
Smartphone AP shipments to China-based vendors came to 197 million units, down 5.9% on year and 7.7% on quarter.
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...