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Friday 28 May 2021
Highlights of the day: ABF substrate demand robust
Demand for ABF substrates from chip vendors has been strong, wiht new orders placed now unlikely to be delivered until 2023. Some chip vendors have offered higher prices trying to jump the queue, but ABF substrate suppliers have had to turn them down because of their tight capacity. Chipmakers are also striving to secure supply for aQFN leadframe, with the segment's order visibility already extending to February 2022. Memory prices are poised to rise in third-quarter 2021, with NAND flash pricing to climb faster than DRAM.
Thursday 27 May 2021
Highlights of the day: Chinese handset vendors turning pessimistic about shipment outlook
Chinese handset vendors are turning pessimistic about shipment prospects amid tumbling demand in India where COVID cases have been soaring. Chinese handset vendors have now further cut their overall shipment goals for 2021. In China, LCD panel makers are increasing capacity at their existing 8.6G and 10.5G lines, rasing concerns about oversupply. In Taiwan, Micron is set soon to ramp up production at a new fab for DRAM built using 1-alpha-nm node.
Thursday 27 May 2021
From China-made to China-created
The US and China have been clearly in a standoff, sparring over tariffs and technologies. This has resulted in supply chain reshuffle for some industries. US president Joe Biden signed an executive order on February 24, 2021 mandating a review of critical product supply chains in the US with the aim of bringing manufacturing back the US and rebuilding localized supply chains. Taiwan-based manufacturers caught between the two giants may not afford to choose sides, but they can still find room for survival.
Wednesday 26 May 2021
Highlights of the day: Supply chain gears up for new iPhones
Apple's supply chain is gearing up for the upcoming iPhones. Apple is expected to adopt flexible AMOLED for all of its next-generation iPhones to be launched later this year and will outpace Samsung to become the top buyer of AMOLED smartphone displays this year. TSMC has kicked off production for the A15 processors. Meanwhile, chip shortages are expected to undermine server production at ODMs through the end of the year.
Wednesday 26 May 2021
Vietnam, Thailand favorite for Taiwan manufacturing relocation
In view of intensifying US-China confrontation and Taiwan actively promoting its New Southbound Policy, many Taiwan-based suppliers intend to meet increasing capacity demand by relocating manufacturing to Southeast Asia and building new industrial clusters there to tap the demographic and geographic advantages as well as rapidly growing market demand in the region. They look to replicate their experiences in China and make Southeast Asia the next world factory that will support rising needs as the global supply chain makes transitions to accommodate "G2" (US vs China) developments.
Wednesday 26 May 2021
Networking device makers continue to move production lines out of China
Taiwan-based networking device assemblers continue to relocate their production lines from China back to Taiwan or to Southeast Asia, despite a recent surge in COVID-19 infections locally.
Wednesday 26 May 2021
Leveraging the latest AMD Milan CPU, AEWIN has built a high-performance edge computing platform
In the era of smart devices, the capabilities of traditional networking equipment are no longer sufficient as more diverse IT system functions become available. Therefore, virtualization has become a focal point when designing corporate IT systems. Apart from large-scale independent software vendors (ISV) and cloud service providers relying on virtualization, small-scale operators have also begun investing in this technology, generating demand for the market as a whole. AEWIN has navigated the networking field for many years, accumulating abundant technological expertise and experience. Recently, AEWIN has built the SCB-1937, a high-performance networking computing platform that supports the latest EPYC 7003 Milan CPU launched by the large processor manufacturer AMD. This platform can help enterprises swiftly introduce network function virtualization.
Tuesday 25 May 2021
Highlights of the day: Chip vendors funding expansions at pure-play foundries
Pure-play foundry houses are requiring fabless chip vendors to prepay for the capacity bookings or to co-fund their capacity expansion projects. One of such cases is Qualcomm striking a six-year deal UMC in order to secure foundry support. Supply in the semiconductor sector is expected to remain tight in the foreseeable future, with IC substrate supply unlikely to see major improvements until late 2021 or 2022.
Tuesday 25 May 2021
Murata, Cooler Master announce ultra-thin vapor chamber
Murata Manufacturing and Cooler Master have jointly developed a vapor chamber with thickness of only 200um for electronics devices.
Monday 24 May 2021
Highlights of the day: Memory contract prices set for double-digit increases in 3Q21
Memory prices have been rising, and contract quotes for DRAM and NAND flash are expected to see double-digit increases in the third quarter of 2021. Backend service providers are also looking to raise fees in the third quarter to reflect rising material costs. In the handset market, sales in China and India may be weak, but the makers in the handset supply chain are still optimistic about the market in the second half of 2021.