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Monday 15 November 2021
ICT makers in Taiwan gearing up for production automation
Taiwan's ICT hardware makers relocating production back home from China are stepping up automating their production lines to cope with serious shortage in local labor supply, according...
Friday 12 November 2021
DRAM prices to retreat in 4Q21 after strong gains
DRAM ASPs soared 41% through the first eight months of 2021, rising from US$3.37 in January to US$4.77 in August. ASPs slipped 3% to US$4.62 in September, still a 37% surge compared...
Thursday 11 November 2021
Macronix developing 3D NOR flash
Macronix International is engaged in the development of 3D NOR flash memory in-house, which is expected to bear fruit within two years, according to company chairman Miin Wu.
Wednesday 10 November 2021
Quanta sees notebook shipments up in October, Compal down
Quanta Computer shipped 6.1 million notebooks in October, up from September's six million units, whereas Compal Electronics saw its corresponding shipments decline to 5.1 million...
Tuesday 9 November 2021
Global server shipments to see smaller than expected growth in 3Q21
Global server shipments only increased 8.5% sequentially in the third quarter of 2021, lower than the 13% forecast DIGITIMES Research made in July, due to IC and component shortages,...
Monday 8 November 2021
Server component shortage to last till mid-2022
Shortage of components for server production will persist through mid-2022 amid strong market demand for servers, and it remains to be seen whether the sector can reach a supply/demand...
Thursday 4 November 2021
Server ODM Wiwynn sees supply-side challenge remain
The ongoing shortage of specific ICs and components, as well as logistics congestion, will continue challenging Wiwynn in the fourth quarter of this year and 2022, despite brisk customer...
Tuesday 2 November 2021
Global server market - 3Q 2021
Third-quarter global server shipments only increased 8.5% from the prior quarter due to some ICs and components being in worse shortage than the others.
Friday 29 October 2021
Industry watch: Outlook of the server sector
Recent messages from friends in IT industry indicate that: commercial notebook sales continue to grow; consumer notebook sales are declining; high-end gaming PC demand remains on...
Thursday 28 October 2021
Highlights of the day: Server makers expect strong demand from datacenters in 2022
Demand from datacenters will remain strong in 2022, and server makers expect orders to be particularly strong in the...
Thursday 28 October 2021
Server ODMs remain upbeat about 2022
Server ODMs including Quanta Computer and Wiwynn remain upbeat about their shipment prospects for next year, and expect a particularly strong first quarter of 2022 thanks to a continued...
Thursday 21 October 2021
IC design houses see clients increasingly reluctant to accept price hikes
Taiwan-based IC design houses, particularly those engaged in consumer ICs, have come under increasing pressure to maintain their quotes for 2022 as customers are more reluctant to...
Tuesday 19 October 2021
Quanta to open new plant in Thailand in 2022
Quanta Computer will open its new plant for server production in Thailand in early 2022, according to industry sources.
Monday 18 October 2021
Commodity DRAM prices likely to fall 15-20% in 1Q22
Following peak shipments in the second and third quarters, the memory sector has entered a period of correction in the fourth quarter of 2021 that may last for 1-2 quarters, and commodity...
Friday 15 October 2021
Global server shipments to see steady growth over next 5 years
Global server shipments are expected to increase around 6% on year in 2022, driven primarily by order pull-ins from datacenter operators. For the short term, the growth will benefit...