The US has emerged as winner in the latest round of trade disputes with China: TSMC has announced a plan to build a 5nm fab in Arizona, ending months of speculation about the possibility of the world's top pure-play foundry making such a move amid increasing pressure from the Trump administration. The coronavirus pandemic may have worsened the trade ties between the two countries, but the stay-at-home needs it has created are set to gift ODM Quanta Computer with a double-digit growth in notebook shipments in second-quarter 2020. Such needs have also been fueling growth for the server supply chain, with chassis maker Chenbro seeing robust demand from both the US and China.
TSMC announces intention to build and operate 5nm fab in US: TSMC today announced its intention to build and operate an advanced semiconductor fab in the US with the mutual understanding and commitment to support from the US federal government and the State of Arizona.
Quanta expects double-digit notebook shipment growth in 2Q20: Quanta Computer expects its notebook shipments to register double-digit sequential and on-year increases in the second quarter of 2020, with annual shipments still likely to grow from 2019 despite relatively unclear market prospects for the second half of the year, according to company vice chairman CC Leung.
Server chassis maker Chenbro enjoys robust demand from US, China: Server chassis maker Chenbro Micom has seen robust demand for datacenter applications from the US and China, significantly driving up its revenues in the second quarter of the year, according to company president Maggi Chen.