AMD is making major gains in the notebook processor market in 2020, thanks to strong demand from the education sector. Notebook vendors having been seeking more support from AMD to meet the needs from the education sector, as a result of shortages of Intel processors. Strong demand for notebooks is expected to last, but shipments have been undermined by shortages of components, such as PWM ICs, which in turn have prevented notebook battery makers from fulfilling all orders. Tight supply of 8-inch foundry capacity has been blamed for the component shortages, and Foxconn is looking to secure more 8-inch foundry support. It reportedly is seeking to take a stake in Malaysia-based Silterra.
AMD to grab 20% share of notebook processor market in 2020: AMD is expected to see its share of the notebook processor market reach a record-high 20% in 2020, according to market sources.
Notebook battery makers fail to fulfill demand due to PWM IC shortages: Notebook battery suppliers are unable to fulfill all orders, due mainly to shortages of power management ICs, according to industry sources.
Foxconn seeking to take stake in Silterra: Foxconn Technology Group (Hon Hai Precision Industry) has joined the bidding for stakes in Malaysia-based 8-inch foundry Silterra, and if it wins, the Taiwanese EMS giant will enhance support for its ecosystem, according to sources familiar to the plan.