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Wednesday 19 February 2020
Driver IC backend houses expect demand to rebound in 2H20
Taiwan-based handset display driver IC backend specialists have seen customer orders slow down, with poor order visibility for the next several months, but they expect demand to rebound...
Wednesday 19 February 2020
Taiwan notebooks, 4Q 2019
Taiwan's notebook shipments slipped 4.4% sequentially, but grew 3.1% on year to arrive at 32.37 million units in the fourth quarter of 2019.
Wednesday 19 February 2020
TSMC cuts chip capacity support for Huawei, say sources
TSMC has started reducing its chip capacity support for Huawei, but is still working closely with the China-based vendor in the development for advanced 5nm and 3nm chip solutions,...
Friday 14 February 2020
ODMs see better-than-expected recovery in China capacity amid outbreak
Taiwan-based ODMs including Compal Electronics, Quanta Computer and Inventec have seen capacities at their plants in China recovering in a pace faster than expected amid the coronavirus...
Friday 14 February 2020
TSMC fab toolmakers remain upbeat
Revenue prospects for TSMC's ecosystem partners, particularly semiconductor equipment makers, remain upbeat this year despite the ongoing coronavirus outbreak, according to market...
Friday 14 February 2020
Digitimes Research examines health of four major ICT sectors in China amid outbreak
IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting...
Friday 14 February 2020
Global server market, 4Q 2019
Global server shipments went up 13.4% sequentially in the fourth quarter of 2019 thanks to rising demand from US large datacenter companies and China's server market. However, shipments...
Thursday 13 February 2020
III-V semiconductor makers gearing up for new iPhone production
Taiwan-based compound semiconductor components makers are gearing up to fulfill shipments of PA (power amplifier), RF (radio frequency) and VCSEl devices for a new iPhone model, tentatively...
Friday 7 February 2020
Chinese 5G optical transceiver makers seeking Taiwan capacity support
China-based makers of optical transceiver modules for 5G base stations are gearing up to scramble for capacity support from their components suppliers in Taiwan in order to maintain...
Thursday 6 February 2020
Semiconductor spending declines in 2019, says Gartner
Leading original equipment manufacturers (OEMs) reduced their semiconductor spend in 2019, influenced by declining memory prices, according to Gartner. Apple took the top rank from...
Thursday 6 February 2020
Notebook, smartphone supply and demand in China hit by outbreak
The notebook and smartphone sectors are both expected to be undermined by China's coronavirus outbreak in the first quarter of 2020 as local consumer demand has been significantly...
Thursday 6 February 2020
Taiwan small- to mid-size panel shipments to fall in 1Q20, says Digitimes Research
Taiwan's shipments of small- to medium-size LCD panels are expected to fall 23.6% on quarter and 2.7% on year in the first quarter of 2020 due to high inventory levels of smartphones,...
Tuesday 4 February 2020
China smartphone AP shipments to slip in 1Q20, says Digitimes Research
Smartphone AP shipments in China reached a total of 197 million units in the fourth quarter of 2019, down 5.9% on year and 7.7% sequentially with volume for the whole year arriving...
Monday 3 February 2020
Optical devices makers asked to step up shipments for China 5G base stations
The locakdown of Wuhan, the epicenter of coronavirus outbreak and China's production hub for optical communications components, may dent the construction of 5G base stations in the...
Monday 3 February 2020
Huawei facing extra pressure on smartphone sales
Huawei is facing added pressure on its smartphone sales in 2020 as rising handset inventory levels in China's channels are being compounded by the coronavirus outbreak, according...