Unisoc has become an alternative source of smartphone AP supply for Chinese smartphone brands.

Global tablet shipments reached 34.69 million units in the second quarter of 2021, down 3.5% sequentially and 12.5% on year.

Thanks to ongoing strong chip demand, the top-3 Taiwan-based foundries - TSMC, UMC and VIS - performed outstandingly in second-quarter 2021 and will see revenue climb further in the third quarter.

Second-quarter 2021 smartphone application processor (AP) shipments to China-based vendors amounted to 218 million units, up 3% quarter-over-quarter.

Second-quarter 2021 smartphone shipments to the China market came to 72.2 million units, plunging 23.7% quarter-over-quarter.

TSMC is currently in the lead in terms of process technology but Samsung Electronics has been gearing up on its related R&D, eyeing to catch up.

Global server shipments grew only 9.2% sequentially in the second quarter of 2021.

Taiwan's notebook shipments only grew 2.7% sequentially in the second quarter of 2021, as component short supply was worse than expected. The volumes were up 8.6% on year in the quarter.

As the supply chain aggressively ramped up chip inventory in second-half 2020, IC assembly and test capacity utilization showed a major increase.

Taiwan-based manufacturers are expected to show various levels of strength in different areas but have an established presence in EV components and subsystems.

While there may be different views on the validity of Moore's Law, TSMC is confident that it can uphold Moore's Law as it makes smooth progress in advanced process technologies.

Digitimes Research saw the supply-demand gaps for notebook panels, IC chips and processors all exceed 10% in the second quarter of 2021, and will see improvement in some components in the third quarter of 2021.