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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 17 July 2020
TSMC raises forecast for 5G smartphone penetration
TSMC has revised upward its 5G smartphone penetration rate forecast for 2020 to 17-19%, but expects the overall smartphone shipments this year to decline 11-13%.
Friday 17 July 2020
TSMC expects 5nm to generate 8% of 2020 revenue
TSMC expects to see 5nm process technology account for about 8% of its total wafer revenue in 2020, compared with the about 10% estimated previously. The foundry also confirmed it...
Friday 17 July 2020
Demand for nearline storage increasing
Along with fast growth in datacenters, demand for nearline storage is rising, with enterprise hard disks remaining the mainstream because no cost-effective alternatives are available...
Friday 17 July 2020
Suppliers to expand 400G switch shipments in 2021
Demand for 400G network switches is expected to heat up in the second half of 2020 with mass shipments to begin in 2021, according to Taiwan-based network equipment suppliers.
Friday 17 July 2020
Optical filter makers report increased sales for June
Taiwan's optical filter makers Apogee Optocom and East Tender both have reported increased sales for June, propelled mainly by demand deferred by the coronavirus pandemic from a quarter...
Thursday 16 July 2020
Taiwan server output hits record in 2019
The output of Taiwan's server industry hiked 210.9% on year to a record high of NT$94.2 billion (US$3.2 billion) in 2019, according to data compiled by the Ministry of Economic Affairs...
Thursday 16 July 2020
Taiwan cloud computing server suppliers to see strong orders in 2021
Taiwan-based cloud computing server suppliers Quanta Cloud Technology (QCT), Wiwynn and Mitac Computing Technology have all seen their orders stay strong in the second half of 2020...
Thursday 16 July 2020
Micron announces enablement program for DDR5
Micron Technology has announced an enablement program which will provide early access to technical resources, products and ecosystem partners, giving them aid in the design, development...
Wednesday 15 July 2020
Highlights of the day: TSMC outlook remains rosy
The coronavirus pandemic has hardly dented the business of the world's top contract chipmaker, and instead market observers believe TSMC...
Wednesday 15 July 2020
Suppliers look to new iPhones, TSMC EUV nodes for 2H20 growth
Taiwan-based suppliers engaged in the supply chains of Apple and TSMC may still be able to see their sales performance follow seasonal patterns in the third quarter - traditionally...
Wednesday 15 July 2020
QCT cooperates with Tainan to establish 5G private networks
Quanta Cloud Technology (QCT), a subsidiary of Quanta Computer focusing on making datacenter servers, has partnered with the city government of Tainan to establish 5G private networks...
Wednesday 15 July 2020
Taiwan IC substrate makers land more MediaTek orders for 5G chips
Taiwan-based IC substrate makers including Unimicron Technology and Kinsus Interconnect Technology have seen a ramp-up in BT substrate orders for MediaTek's 5G SoCs as the chipmaker...
Wednesday 15 July 2020
MediaTek backend partners to see clear order visibility till 1Q21
MediaTek's backend partners in Taiwan including ASE Technology, King Yuan Electronics and Sigurd Microelectronics will see clear order visibility stretching to at least the first...
Wednesday 15 July 2020
Shipments of 5G smartphones gaining momentum in China
Smartphone shipments in the China market decreased 17% on year to 28.6 million units in June, with 5G models accounting for 17.5 million units or 61% of overall shipments in the month,...
Wednesday 15 July 2020
Taiwan ICT firms eyeing smart healthcare
Taiwan-based ICT firms have been keen on developing hardware, software or hardware/software-integrated products for smart healthcare.