TSMC has dopped a bombshell by announcing a plan to build a 5nm fab in the US. While the full impact of the fab poject remains to be seen, Digitimes Research believes it could reshape the global chipmaking supply chain. And according to figures collected by Digitimes Research concerning the notebook sector, the global top-5 vendors and top-3 ODMs saw impressive growths in April shipments, thanks to stay-at-home needs.
TSMC 5nm fab in US could reshape global chipmaking supply chain, says Digitimes Research: A TSMC wafer fab designed for advanced 5nm process manufacturing in the US could drive changes to many semiconductor players within the supply chain, according to Digitimes Research.
Top-5 notebook brands and top-3 ODMs see around 10% shipment growth in April, says Digitimes Research: Global top-5 notebook brands saw their combined shipments in April grow 12% on month to reach a new record for the month, as parts of their shipments originally scheduled for delivery in March were deferred to April, and demand for notebooks from users working and studying from home in mature markets was stronger than expected, according to Digitimes Research's latest figures from its notebook tracker.