Server, IPC, cloud computing, IoT
  • tsmc
    TSMC is fast expanding capacity for 5nm process to meet strong demand from a host of heavyweight clients, including Apple, AMD and MediaTek. The foundry house's capacity for 5nm process is expected hike by one third in second-half 2021...
  • it
    Worldwide government IT spending is forecast to total US$483 billion in 2021, an increase of 5.1% from 2020, according to Gartner.
  • xxx
    Samsung Electronics has announced mass production of its most advanced line of datacenter SSDs - the PM9A3 E1.S - which fully complies with the Open Compute Project (OCP) NVMe Cloud SSD Specification to satisfy the rigorous demands of enterprise workloads.
  • AI
    Worldwide revenues for the artificial intelligence (AI) market, including software, hardware and services, are forecast to grow 16.4% on year in 2021 to US$327.5 billion, according to IDC. By 2024, the market is expected to see a five-year CAGR of 17.5% with total revenues reaching impressive US$554.3...
  • Datacenter accessory equipment to see rising orders in 2021
    Suppliers of uninterruptible power supply (UPS), battery management systems (BMS), cooling and storage solutions are expected to see their shipments grow along with cloud computing datacenter operators' orders for servers in 2021, according to sources from the server supply chain.
  • AES president Jerry Sung
    Simplo Technology's subsidiary AES that focuses on R&D of lithium backup battery unit (BBU) for datacenters and and electric vehicles (EV), will be listed on Taiwan Stock Exchange (TSE) starting late March, according to AES president Jerry Sung.
  • qualcomm
    Major chip vendors have been striving for support from production partners, and Qualcomm reportedly will even appoint a VP dedicated fully to working to secure capacity in Taiwan. Qualcomm and MediaTek are also said to be both stepping...
  • Frigid weather influences server supply from North America
    Server supply from Mexico, a major production hub for Taiwanese ODMs, is expected to be undermined by the recent frigid weather hitting the northern part of the country and the US state of Texas, according to sources from the upstream server supply chain.
  • auo
    AU Optronics (AUO) has disclosed it has obtained around 7.7% shares of Sintrones Technology, eyeing an alliance where both parties hope to establish strategic partnership for the AIoV ecosystem and jointly develop solutions for smart transportation and commercial vehicle networking platforms.
  • Server makers expects healthy orders for 1Q21
    Server shipments are expected to stay strong in the first quarter, thanks to robust orders from US-based cloud computing datacenter operators, according to sources from the server upstream supply chain.
  • notebook
    With demand remaining robust, ODMs are expected to see their first-quarter 2021 notebooks shipments drop by only 10-15% sequentially, milder than the usually over 20% declines seen during the traditional low season. Stay-at-home activities...
  • IoT
    Asia-Pacific (excluding Japan) spending on Internet of Things (IoT) was deeply impacted in 2020 due to the pandemic hitting major economies in the region, with spending growth descending to 7.1% on year in 2020, down from the 12.5% forecast prior to COVID-19, according to IDC. But a rebound is expected...
  • TSMC is facing political pressures
    Following the setup of an advanced wafer fab in the US because of the US government's pressure, TSMC is now facing pressure from governments of Japan, Germany and the US, demanding it to strengthen its support to carmakers. Meanwhile,...
  • The PCB supply chain is optimistic, but cautious about upcoming server replacement demand
    Taiwan's PCB supply chain players are guardedly optimistic about business opportunities to arise from replacement demand for servers adopting Intel's new Whitley server processors, according to industry sources.
  • Taiwan telecom carriers are pushing into the IoV business
    Taiwan-based telecom operators, including Far EasTone Telecommunications (FET), Chunghwa Telecom (CHT) and Taiwan Mobile, have enhanced their deployments in the IoV market to cash in on the increasing availability of AIoT platform products and expanding 5G networks, according to industry sources.
  • Asustek has been pushing the AIoT business
    Asustek Computer has announced to spend NT$1.5 billion (US$53.13 million) on acquiring a 30% stake in Portwell and will partner with the IPC maker to establish Embedded Foundry, an R&D center for AIoT innovations. Asustek is set to make further investment one year later to raise its shareholding...
  • a
    AWS (Amazon Web Services) premier consulting partner eCloudvalley Digital Technology has become a Taiwan sales agent for US-based National Instruments (NI), according to company founder and CEO MP Tsai.
  • HPE Taiwan managing director Jon Wang
    Taiwanese enterprises' ongoing digital transformation is offering big business opportunities, according to Jon Wang, managing director and president of HPE (Hewlett Packard Enterprise) Taiwan.
  • foxconn
    Foxconn expects to improve its gross margin this year to 7% in 2021, and will continue to deepen its deployments in a spate of segments including electric vehicles (EV), robots and semiconductors in the next few years seeking to ramp up gross margin to 10% in 2025, according to industry sources.
  • server
    Global server shipments are expected to increase 5% on year and see a slight sequential fall of only 1.8% in first-quarter 2021 thanks mainly to a ramp-up in demand from datacenter operators and the availability of new server processors, according to Digitimes Research.
  • adlink
    Industrial computing device maker Adlink Technology has developed a swarm autonomy solution for factories of the future (FoF), featuring harmonious collaboration among a swarm of distributed AMRs (autonomous mobile robots), fixed industrial and/or collaborative robots and machines coordinated via 5G...
  • xilinx
    The just-concluded Automotive World Expo 2021 in Tokyo was characterized by hardware/software-integrated solutions to create connected, autonomous, shared/service and electric (CASE) vehicles, showing the trend of digital transformation for the car industry.
  • UV
    United Microelectronics (UMC) has disclosed it has donated three ultraviolet (UV) disinfection robots to a hospital in northern Taiwan to help contain the coronavirus pandemic, each carrying a market price of NT$3 million (US$105,500).
  • Adlink chairman and CEO Jim Liu
    Industrial computing device maker Adlink Technology has teamed up with Foxconn Electronics for developing Level 4 autonomous driving technology, according to company chairman and CEO Jim Liu.
  • Foxtron Vehicle Technologies president Andy Lee
    Foxtron Vehicle Technologies, a joint venture established by Foxconn Electronics and Yulon Motor, focuses on three areas for electric vehicle (EV) development: the cars, subsystems and technological services, according to company president Andy Lee.

Global tablet market – 4Q 2020

China smartphone AP shipments – 4Q 2020

China smartphone market and industry – 4Q 2020

Global server shipment forecast and industry analysis, 2021

China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025

Global LCD panel shipment forecast, 2021 and beyond

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