The global top-5 notebook brands (not including Apple) saw combined shipments increase 7% on month in November, reaching a new highest monthly record ever, thanks to improvements in component shortages and logistics process, despite continuous weak demand from the education sector
Taiwan's PC monitor shipments grew 4.6% sequentially but fell 6.5% on year to 23.18 million units in the third quarter of 2021, according to Digitimes Research. Shipments are forecast to increase about 5% sequentially in the fourth quarter, as chip and component shortages improve
In the second edition of the US-Taiwan Economic Prosperity Partnership Dialogue (EPPD), the two sides announced their cooperation on the digital economy and 5G network security. It is hoped that the fourth edition of the US-Taiwan Digital Economy Forum (DEF) will be held under the EPPD in 2022 and deepen cooperation in areas such as 5G network security, open network architecture and the free flow of information. This pledge echoes the infrastructure bill recently passed under the Biden administration at the beginning of November
TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are expected to see their combined revenues increase about 4% sequentially in the fourth quarter of 2021, with revenues for the whole year forecast to surge 25% on year, according to Digitimes Research
