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NEWS TAGGED INFRASTRUCTURE
Tuesday 12 May 2020
Unimicron embraces brisk orders for ABF substrates
Unimicron Technology has seen clear order visibility for ABF substrates at least through the third quarter, with the orders mainly for 5G infrastructure, networking and HPC chips...
Monday 11 May 2020
Zhen Ding, Unimicron looking to extend lead over peers via bold capex injection
The coronavirus pandemic may force many Taiwan-based PCB makers to slow down their capacity expansion plans in the short term due to uncertain market prospects, but Zhen Ding Technology...
Friday 8 May 2020
Global server market, 1Q 2020

Introduction

Wednesday 6 May 2020
CCL maker Iteq to see 5G infrastructure drive 2H20 sales
Copper clad laminate (CCL) specialist Iteq stays positive about its business prospect for the second half of 2020, as demand for 5G and data center applications will surge further...
Tuesday 5 May 2020
Microsoft to enjoy highest shipment growth among top cloud computing players in 2Q20, says Digitimes Research
Among the global top-4 cloud computing service providers, Microsoft is expected to have the highest sequential growth at 28.4% in second-quarter 2020 server shipments. Microsoft's...
Monday 4 May 2020
CCL maker EMC posts record profits for 1Q20
Taiwan's CCL maker Elite Material (EMC) has reported its net earnings for the first quarter of 2020 soared 54.1% on year to NT$733 million (US$24.53 million) , the highest for the...
Thursday 30 April 2020
Highlights of the day: China gearing up for 5G infrastructure construction
Construction of 5G infrastructure in China has not lost much steam despite the coronavirus pandemic. The country's telecom carriers have recently stepped up their 5G equipment procurment,...
Thursday 30 April 2020
Win Semi to see single-digit revenue slip for 2Q20
GaAs wafer foundry Win Semiconductors expects to post a slight sequential decrease in second-quarter revenues but sustain gross margin over 40%, after ending the first quarter with...
Wednesday 29 April 2020
Kinsus swings to profit in 1Q20 on strong ABF substrate shipments
IC substrate supplier Kinsus Interconnect Technology swung to net profits of NT$79 million (US$2.6 million) in the first quarter 2020 on revenues of NT$5.89 billion, from losses a...
Friday 24 April 2020
VCM component makers may see slowdown in shipments for iPhones in 2Q20
Shipments of voice coil motors (VCMs) used in camera modules for Apple's upcoming 5G iPhones are likely to see a slowdown around the middle or the latter half of the second quarter,...
Thursday 23 April 2020
Eternal sees robust orders for dry-firm photoresist
Taiwan-based Eternal Materials currently sees full utilization of its dry-film photoresist production capacity, while that of its paper phenolic copper clad laminate is at between...
Thursday 23 April 2020
IC inspection demand surges on strong R&D at top chipmakers
Despite the coronavirus pandemic's impacts on the global supply chains, TSMC, first-tier chipmakers and leading backend firms have still sustained strong R&D momentum while pursuing...
Tuesday 21 April 2020
Taiwan PCB makers eyeing 5G infrastructure, HPC applications for 2020 growth
Taiwan-based PCB makers are expected to see robust demand for 5G base stations, servers, networking equipment and HPC devices significantly drive up their shipments in 2020 while...
Tuesday 21 April 2020
Taiwan IC firms see orders for 5G infrastructure pull in from China
Taiwan-based IC design houses have landed a pull-in of orders for 5G base-station and customer-premise equipment (CPE) from China, according to sources at Taiwan's IC distributors.
Monday 20 April 2020
IPC makers concerned about weakening sales in 2020
Despite strong rebounds in March revenues, industrial PC (IPC) makers are still cautious about demand for IPCs for the rest of 2020, according to sources from the upstream supply...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research