China has orders all public and government units to replace their foreign computers and software with locally developed ones within three years, releasing potential orders for more than 30 million PCs. Taiwan-based components and semiconductor service providers are set to make gains from such huge replacement demand. The order is in line with China's campaign to cut reliance on IT supplies from the US, including memory products. China's home-grown Yangtze Memory is gearing up its capacity expansion; so is Samsung for NAND flash production.
Taiwan IC supply chain eyeing huge China PC CPU demand in 2020: Chip demand for PCs from China will pick up substantially in 2020 due to large-scale replacement of PCs by the government and military sectors, providing huge business opportunities for Taiwan's semiconductor supply chain increasingly needed to help China cut reliance on US supplies of CPUs and other key IC components, according to industry sources.
Samsung, Yangtze Memory stepping up capacity expansion pace: Samsung Electronics and China's Yangtze Memory Technology (YMTC) have both stepped up equipment purchases for building additional new NAND flash fabrication lines since the second half of 2019, according to industry sources.