AMD is expected to grab a larger share of the server market thanks to its newly launched EPYC server processor platform. Taiwan-based components suppliers are generally upbeat following the AMD server processor launch, but there is concerns about the strength of its shipments in the third quarter, as datacenter clients have slowed down their deployments. Meanwhile, there are growing concerns about oversupply in the flat panel display industry, as China-based Chongqing HKC Optoelectronics is set to start commercial production at a new 8.6G line early next year.
AMD to enjoy rising share in server market with new generation EPYC platform: AMD has launched its second-generation EPYC server processors manufactured using Taiwan Semiconductor Manufacturing Company's (TSMC) 7nm process technology, and the new platform is expected to raise AMD's share of the global server processor market to 10% in 2020, according to market sources.
CCL makers poised to gain from AMD PCIe 4.0 server CPU launch: As AMD has newly launched second-generation EPYC processors, dubbed Rome 7002 series, as the world's first 7nm x86 server CPUs that support PCIe 4.0, Taiwan-based CCL makers ITEQ and Elite Material (EMC) are poised to embrace new business opportunities arising from the new server transmission architecture of PCIe Gen 4, according to industry sources.
HKC 8.6G line nears completion: China-based flat panel maker Chongqing HKC Optoelectronics has held a topping-out ceremony for its new 8.6G fab being built in Mianyang, Sichuan, paving the way for the new fab to kick off commercial production in the first quarter of 2020.