Some of the major panel fabs are located in the epicenter of Covid-19
The outbreak is sending manufacturers rethinking their global deployments
Automotives and emerging biz
The coronavirus outbreak is hitting the global car industry and other emerging sectors
The semiconductor ecosystem is feeling the heat of the outbreak
Handset, networking and digital home
The 5G era has gotten off to a woeful start
US, Europe, Japan, South Korea
So much is at stake for the industries and markets around the world
PC, notebook, server
The PC, notebook and server supply chains are being disrupted by the outbreak
China's domestic market
Consumer confidence and demand in China have been severely hit by Covid-19
Global markets and economy
The global economy faces a tough year ahead
Global server shipments to drop in 4Q20, says Digitimes ResearchWednesday 28 October 2020
Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter and to drop another 12% in the fourth...
Acer expects replacement demand to drive notebook market growth in 2021Friday 23 October 2020
Replacement demand from the consumer sector, in addition to Chromebooks, will be driving the overall notebook market growth in 2021, according to Acer chairman and CEO Jason Chen.
Equipment makers optimistic about demand from passive component sectorTuesday 20 October 2020
Equipment suppliers are optimistic about demand coming from the passive component sector, where leading players including Yageo and Walsin Technology have plans for capacity expans...
Microsoft Surface makes way into entry-level sectorMonday 19 October 2020
Microsoft has priced the latest member of its Surface family - the Surface Laptop Go - at only US$549 with the device believed to be targeting primarily Chromebooks as its competition,...
Wistron reiterates goal of generating half of revenues outside of China by 2021Thursday 15 October 2020
Wistron is still looking to have 50% of its revenues generated outside of China by 2021, according to company chairman Simon Lin.
Mobo and graphics card brands see robust 2020Tuesday 13 October 2020
Taiwan-based motherboard and graphics card brands are set to post impressive sales and profit results for 2020.
Chromebook shortages may ease starting NovemberTuesday 13 October 2020
The global supply of Chromebooks has been tight due to component shortages, which nevertheless are expected to ease slightly starting November, according to sources from ODMs.
Global notebook shipment CAGR at 0.9% in 2020-2025, says Digitimes ResearchTuesday 6 October 2020
Global notebook shipments are forecast to rise at a CAGR of 0.9% from 2020 to 2025, according to Digitimes Research's latest five-year forecast for the notebook industry.
Foxconn likely to see revenue growth through early 2021Tuesday 6 October 2020
Foxconn Electronics (Hon Hai) is expected to see its monthly revenues grow through the fourth quarter of 2020 or even early next year, according to market sources.
Server brands decelerate 4Q20 orders to wait for Intel new CPUsMonday 5 October 2020
Server shipments to brand vendors in the fourth quarter are expected to be weaker than in the third due to Intel postponing the release of the next-generation CPU platform, according...
ACSI expects rising demand for cyber security solutionsFriday 25 September 2020
Taiwan-based IT security specialist Acer Cyber Security (ACSI), a subsidiary of the Acer Group, is optimistic about its operation in 2020 and 2021 as enterprises worldwide have been...
Opportunities amid macro uncertainty: Q&A with Avnet Asia-Pacific president Prince YunMonday 21 September 2020
The coronavirus pandemic, coupled with the escalating US-China trade war, have prompted businesses to revise their roadmaps and goals for 2020. Disruptions brought by the pandemic...
Yen Sun expects automotive cooling fan demand to soar in 2021Wednesday 16 September 2020
Taiwan-based cooling solution developer Yen Sun Technology is optimistic about its operation in 2021 as demand for automotive cooling fans is expected to surge and sales of IT fans...
Formosa Sumco revenue falls to 7-month lowMonday 14 September 2020
Formosa Sumco Technology (FST), which ships silicon wafers to mainly Taiwan- and China-based logic and memory foundries, has reported August revenue fell 7.7% sequentially to a 7-month...
Fab toolmaker Acter expects mild revenue growth in 2H20Wednesday 9 September 2020
Cleanroom and turnkey equipment provider Acter expects to post a slight on-year revenue increase in the second half of 2020, thanks to robust orders for construction projects in Taiwan...
Techno-nationalism in US-China row: Q&A with Alex Capri, senior fellow at NUSTuesday 1 September 2020
While many still believe the US-China tech war will be over along with the end of the US presidential election, most China experts at US think tanks believe it will be difficult for...
Memory module firms post profit drops in 2Q20Wednesday 12 August 2020
Memory module makers saw their second-quarter profits eroded by the weakening of spot market prices.
Cleanroom equipment makers see orders pick upFriday 7 August 2020
Cleanroom contractor L&K Engineering and Acter, a cleanroom and turnkey equipment solution provider, have both seen orders placed by their chipmaking clients, particularly those...
Taiwan firm to export turnkey solution for face mask productionThursday 6 August 2020
Taiwan Comfort Champ Manufacturing will export a turnkey solution for producing medical masks, including materials, equipment and quality inspection technology, to Thailand, and is...
GlobalWafers posts 18% profit surge in 2Q20Wednesday 5 August 2020
Silicon wafer manufacturer GlobalWafers has reported net profits grew 18% sequentially to NT$3.4 billion (US$115.5 million) in the second quarter, with net profit margin hitting a...
Global server market – 2Q 2020Monday 3 August 2020
Second-quarter 2020 global server shipments enjoyed a strong growth thanks to soaring demand for cloud computing services and from the work-from-home (WFH) segment in addition to...
Taiwan 2Q20 economic growth estimated at -0.73%Monday 3 August 2020
Taiwan's economic growth for second-quarter 2020 is preliminarily estimated at -0.73%, 1.23pp lower than the 0.50% increase forecast in May 2020, according to the Directorate General...
Equipment maker Nova positive about 2H20Friday 24 July 2020
Taiwan-based Nova Technology, which specializes in water, gas and chemical process systems, expects a substantial pick-up in orders from China's chipmaking sector to drive its overall...
Three mega-trends for a post-Covid world, and how they affect users of memory technologyWednesday 15 July 2020
Around the world, the Covid-19 pandemic, and the strict lockdowns which governments have imposed to try to control the spread of infection, have brought short-term upheaval to every...
IT companies have mixed views about 3Q20Tuesday 14 July 2020
Although notebook and tablet sales were significantly boosted by the stay-at-home economy in the second quarter in the wake of the coronavirus outbreak, IT companies have mixed views...