The competition between Nvidia, AMD and Intel is intensifying, with the vendors playing a highly strategic game concerning the launches of their next-generation CPUs and GPUs. Even their supply chain partners have seen difficulties keeping with the game. Meanwhile, notebook demand is expected toremain strong until the end of third-quarter 2020, according to memory vendor Winbond. For Huawei, its bid to reduce reliance on US suppliers is prompting it to seek to build its own supply chain for VSCEL.
Supply chain confused by AMD, Intel, Nvidia next-gen chip launch schedules: Supply chain partners of AMD, Nvidia and Intel have been left confused recently by the chip vendors' product launch schedules, which have either been changed frequently or kept a secret in their latest rounds of competition, according to industry sources.
Notebook demand remains robust, says Winbond chairman: Chip orders for notebooks are expected to stay robust until the end of the third quarter, according to Arthur Chiao, chairman for specialty DRAM and flash memory maker Winbond Electronics.
Huawei moving to build own VSCEL supply: In expanding its semiconductor ecosystem, Huawei reportedly has newly invested in China's VCSEL startup Vertilite through its investment arm Hubble Technology Investment seeking to develop its own VCSEL supply capability, according to industry sources.