Server, IPC, cloud computing, IoT
  • TSMC still sees strong demand for its advanced manufacturing processes
    TSMC may not have been entirely unscathed in the wake of the coronavirus pandemic that has disrupted production and chilled end-market demand, but the outlook of for the foundry's advanced manufacturing processes remains robust, with its 5nm...
  • Ennoconn expects revenue growths in 2020
    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 2020 due to constrained supply, but sales will pick up quarterly for the rest of 2020.
  • Server makers continue to enjoy strong orders in 2Q20
    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 from the upstream supply chain.
  • Chairman Alex Ko for Taiwan Association of Machinery Industry
    Taiwan Association of Machinery Industry (TAMI) has worked with ICT industries and academic organizations to formulate short-, mid- and long-term strategies for developing smart machinery in Taiwan, according to TAMI chairman Alex Ko.
  • IC designers have seen a slow-down in orders for server applications
    Demand from the server sector has been fueld by work- and study-from home activities in the wake of the coronavirus pandemic. But IC designers have recently seen a slow-down in orders for server applications, sending them worrying about...
  • MSI chairman Joseph Hsu (center) and president Charles Chiang (right)
    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 of new products from Intel, AMD and Nvidia, according to company chairman Joseph Hsu.
  • Server demand has been fueled by stay-at-home activities amid the pandemic
    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 recently seen orders slow down from brand clients based in North America, according to industry sources.
  • Wistron expects sales to grow in 2020 despite the coronavirus pandemic
    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...
  • Wistron chairman Simon Lin is keen about capacity expansions
    Wistron is looking to grow revenues generated from its factories outside of China, and expects to lower revenues from its China-based sites to about 50% of company revenues in 2021, according to company chairman Simon Lin.
  • Wistron expects on-year growth in 2020 revenues
    Despite the coronavirus pandemic, Wistron chairman Simon Lin still expects the company to enjoy another year of revenue growth in 2020.
  • Quanta is building a cloud system for Taiwan's National Health Insurance Administration
    Quanta Computer has signed a MoU with Taiwan's National Health Insurance (NHI) Administration for donating a customized AI medical cloud computing integration system to facilitate use of huge medical images to develop AI-based models for medical application, according to the administration.
  • Asia Pacific IT spending growth in 2020 to shrink
    The coronavirus pandemic continues to hamper economic activities around the globe impacting businesses and industries at nearly every level, and IT markets will not be spared.
  • Apple is moving more of its production out of China
    The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete, the coronavirus pandemic has further convinced them of the need to diversify...
  • Inventec's production capacity in China has almost all returned to normal
    Inventec expects to post substantial revenue growth sequentially in the second quarter, thanks to a pull-in of orders for notebooks and servers.
  • IoT will be enhanced by 5G and AI developments
    China's IoT application market value rose from CNY531.8 billion (US$80.5 billion) in 2018 to over CNY600 billion in 2019 and will further grow to CNY690 billion in 2020, according to industry sources.
  • Ennoconn remains optimistic despite the pandemic
    Foxconn's IPC and IIoT subsidiary Ennoconn has been busy fulfilling rush orders from overseas clients since its plants in China resumed operations earlier in March, and remains optimistic that its main product lines will continue to see shipment growth in 2020 despite the coronavirus outbreak.
  • Computex 2020 has been rescheduled to September
    The Computex Taipei 2020, originally slated for June, has been rescheduled to September 28-30 due to the coronavirus pandemic.
  • The server sector is receiving a boost from pandemic-generated demand
    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...
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    US-based data storage and management solution provider NetApp expects its Taiwan sales for its fiscal fourth-quarter 2019 (February-April 2020) to hike on year, judging from sales results so far in the calendar first-quarter 2020, according to the company's Taiwan general manager Sean Lin.
  • Server ODMs expects increasing shipments in 2Q20
    ODMs expect shipments for servers to pick up in the second quarter, and continue to grow steadily despite the coronavirus pandemic, according to sources from the upstream supply chain.
  • Kdan Mobile Software founder and CEO Kenny Su
    Demand for software as a service (SaaS) has been on the rise, highlighted recently by needs for remote working in the wake of the coronavirus outbreak, which has prompted more firms to adopt cloud-based collaborative operations, according to Kdan Mobile Software founder and CEO Kenny Su.
  • Computex 2020 schedule may be influenced by coronavirus outbreak
    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.
  • Taiwan is encouraging makers to embrace smart manufacturing
    Taiwan's Ministry of Economic Affairs in 2018 began to promote installing smart machine boxes (SMBs) on manufacturing equipment to boost development of smart machinery, but SMBs alone are insufficient to completely reach smart manufacturing, according to industry sources.
  • Chenbro expands capacity in Taiwan
    Server chassis supplier Chenbro has disclosed plans to scale up production capacity at its factory site in Taiwan to mitigate the risk of production concentration in the wake of the US-China trade tensions and the coronavirus outbreak, according to company president Ya-Nan Chen.
  • Chinese clients rely much on Taiwanese resources for their ASIC chips
    China-based cloud service providers and server vendors are keenly developing ASIC chips solutions on their own, particularly those for 5G base stations and servers, providing new business opportunities for Taiwan-based ASIC designers offering technical support and design services for Chinese clients,...

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China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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