There may be uncertainty lying ahead for the notebook market in second-half 2021 amid overbooking concerns and speculations about stay-at-home needs waning later this year. But currently demand remains strong. Memory suppliers still see strong order momentum from their notebook clients. In the graphics cards segment, Nvidia's GeForce RTX 30 series has been in server shortage, partly due to production issues at its foundry partner and partly due to strong demand from cryptominers. The ongoing short supply from the foundry sector has highlighted the importance and dominance of TSMC. Now Taiwan's science park authorities are building an even stronger ecosystem around TSMC.
Memory demand for notebooks still robust: Brand notebook vendors and OEMs continue to step up their pace of chip orders, including those for memory chips and devices, despite overbooking concerns, according to sources at memory suppliers.
Shortage of Nvidia GeForce RTX 30 series unlikely to ease by 3Q21: Nvidia's GeForce RTX 30 series graphics cards are still in short supply, which is unlikely to ease by the third quarter of this year, according to sources at graphics card makers.
Semiconductor materials and equipment vendors gaining presence at STSP: The Southern Taiwan Industrial Park (STSP) Administration is enlisting more semiconductor upstream materials and equipment vendors to further strengthen the core IC manufacturing ecosystem at the park, according to CK Su, director general of the administration.
