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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 11 May 2021
Server makers eyeing double-digit shipment increases in 2Q21
Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential...
Tuesday 11 May 2021
Antenna supply chain gearing up for 5G mmWave AiP modules
Smartphone-use antenna makers are gearing up for a likely boom in demand for 5G AiP (antenna in package) modules that they expect will be triggered by Apple's release of new mmWave-enabled...
Tuesday 11 May 2021
Suppliers see orders slowing for handsets, notebooks from India
ODMs and other suppliers engaged in the notebook and handset industry supply chains have seen orders from India start slowing down recently, as a resurgence of COVID-19 infections...
Tuesday 11 May 2021
Handset PCB makers turn cautious as orders slow down
HDI PCB manufacturers have turned cautious about their sales performance in the second quarter, as orders from Chinese handset clients are slowing down along with their sales declines...
Monday 10 May 2021
Highlights of the day: UMC adjusting foundry quotes
Tight capacity and strong demand have been sending foundry service quotes rising. UMC has plans to raise its 28nm...
Monday 10 May 2021
FII steps into EV components
Foxconn Industrial Internet (FII), a server and industrial communication/networking device maker, has stepped into development and production of components used in electric vehicles...
Monday 10 May 2021
Chief Telecom to build new datacenter in Taiwan
Taiwan-based telecom solution provider Chief Telecom will establish its fourth datacenter in northern Taiwan with the construction to begin in the second half of the year, according...
Friday 7 May 2021
Tripod Tech expects new capacity to come online in 2H21
Tripod Technology will have new production lines at its manufacturing site in Xiantao, China's Hubei province get ready for production in June, according to the Taiwan-based PCB manufacturer...
Thursday 6 May 2021
Advantech to see 2Q21 shipments hit by component shortage
Industrial PC maker Advantech expects its second-quarter 2021 sales to be affected by the ongoing shortages of upstream components, with 5-10% of the orders set to see delays in delivery,...
Thursday 6 May 2021
TSMC sees orders for cryptomining chips pick up
Bitmain, a vendor of bitcoin mining ASICs and equipment, has placed 5nm chip orders with TSMC with production slated to kick off starting the third quarter, according to industry...
Wednesday 5 May 2021
Highlights of the day: White-box server demand growing fast
Demand for white-box servers from datacenter operators has been growing fast, with Taiwanese ODM's shipments already accounting for more than one third of the world's total...
Wednesday 5 May 2021
Taiwan small- to mid-size LCD panel shipments to grow sequentially in 2Q21
Taiwan's shipments of small- to medium-size LCD panels are expected to edge up 3.7% sequentially but decline 15% on year in the second quarter of 2021, after reaching 188 million...
Wednesday 5 May 2021
White-box ODMs see increasing penetration in global server shipments
White-box server ODMs such as Quanta Computer and Wiwynn saw their shipments to datacenter operators account for more than 38% of the global total server shipments in 2020, up 8pp...
Wednesday 5 May 2021
IKKA to be listed on TWSE
Japan-based IKKA Holdings (Cayman) will be listed on the Taiwan Stock Exchange (TWSE) in late May 2021, according to company chairman Hu Shiang-chi.
Tuesday 4 May 2021
China 1Q21 smartphone shipments increase 9%, says Digitimes Research
Smartphone shipments totaled 94.6 million units in the China market in the first quarter of 2021, up 9% sequentially and 99.6% on year, Digitimes Research has found.