The games console market is expected to see vendors launch new devices, intensifying competition against each other later this year. The keen competition means strong demand for NAND flash to support the consoles' large storage. Meanwhile, silicon wafer supplier GlobalWafers remain upbeat about the long-term demand for 12-inch wafers. GlobalWafers has just broken ground for construction of new manufacturing facilities in Taiwan. In the server sector, datacenters need more efficient heat dissipating solutions. Liquid cooling is the new favorite.
NAND flash demand to pick up for game consoles in 3Q20: With Sony and Microsoft set to soon roll out their next-generation game consoles featuring high-speed and large-capacity SSDs, NAND flash demand for game console applications will be picking up starting the third quarter, according to industry sources.
GlobalWafers to expand 12-inch silicon wafer capacity in Taiwan: GlobalWafers has held a groundbreaking ceremony for the expansion of subsidiary Taisil Electronic Materials, and will use offshore capital to fund the expansion, which is set to complete within two years, according to the Taiwan-based silicon wafer company.
Cloud providers to increasingly adopt liquid cooling technology: With power consumption of servers rising due to increased CPU and GPU performances, traditional air cooling solutions are becoming less efficient in heat dissipation, prompting more cloud computing services providers to upgrade their machines to the latest liquid cooling solutions, according to sources from the server upstream supply chain.
