ICT manufacturing
  • TSMC still sees strong demand for its advanced manufacturing processes
    TSMC may not have been entirely unscathed in the wake of the coronavirus pandemic that has disrupted production and chilled end-market demand, but the outlook of for the foundry's advanced manufacturing processes remains robust, with its 5nm...
  • Server makers continue to enjoy strong orders in 2Q20
    Though IC design houses have recently seen demand from US-based datacenter clients slow down, server makers continue to enjoy strong orders from such clients, according to sources from the upstream supply chain.
  • Notebook ODMs have seen strong demand thanks to the pandemic
    Stay-at-home needs triggered by the coronavirus-imposed lockdowns in many parts of the world have boosted demand for enterprise and educational notebooks and tablets. Taiwan-based notebook ODMs now expect robust shipment growth in second-quarter...
  • Notebook shipments are being boosted by stay-at-home needs amid the coronavirus pandemic
    Taiwan's notebook ODMs are poised to see strong shipments in the second quarter of 2020, particularly those of enterprise and educational models to meet massive remote work and learning needs amid the coronavirus pandemic, allowing them to raise shipment projections for the first half of the year,...
  • Foxconn sees record low gross margin for 2019
    Foxconn (Hon Hai) has reported net profit of NT$115.308 billion (US$3.81 billion) for 2019, falling 10.66% on year, with gross margin for the year dropping to a record low of 5.91%.
  • The recent surge in notebook demand amid the pandemic will be short term
    Taiwan's ODMs including Compal Electronics and Quanta Computer will continue to generate more revenues from non-notebook segments for further profit improvement in 2020 despite recent strong demand for notebooks, according to industry sources.
  • Chairman Alex Ko for Taiwan Association of Machinery Industry
    Taiwan Association of Machinery Industry (TAMI) has worked with ICT industries and academic organizations to formulate short-, mid- and long-term strategies for developing smart machinery in Taiwan, according to TAMI chairman Alex Ko.
  • A face mask made of Taiwan-made fabric
    TexTip, a startup offering an online AI platform for selecting fabrics, has introduced a new use of its services in the wake of the coronavirus pandemic: customized covers for face masks.
  • Taiwan makers are eyeing the aerospace sector
    An aerospace team composed of Taiwan's Aerospace Industrial Development (AIDC) and three advanced machinery makers has successfully tapped into the international aerospace composite materials processing market, landing 10 years of orders worth NT$62 billion (US$2.05 billion) from Boeing and Airbus,...
  • MSI chairman Joseph Hsu (center) and president Charles Chiang (right)
    Micro-Star International (MSI) expects revenues to drop less than 10% on year in the first quarter of 2020 and will see its sales gradually pick up starting April with the releases of new products from Intel, AMD and Nvidia, according to company chairman Joseph Hsu.
  • Pegatron president SJ Liao
    Pegatron is looking to push up sales for its three major product lines in 2020, with results for the second quarter to outperform those for the first quarter, according to company president and CEO SJ Liao.
  • PCB suppliers not told to delay production for 5G iPhone
    There has been speculation that Apple is looking to delay the launch of its next-generation iPhones due the impacts from the coronavirus pandemic, but its PCB suppliers say they have not received any notification from the client about delaying production for the 5G...
  • Equipment makers see mixed impacts from the outbreak
    Taiwan's electronic and semiconductor equipment suppliers are cautious about their shipment prospects for the second half of 2020 if the global coronavirus pandemic fails to ease in June, although they seem to gain more than suffer from the black swan, according to industry sources.
  • Supply chain in China to face shrinking profits in 2Q20
    Manufacturers with plants in China's Kunshan have restarted production, but face rising operating costs in the second quarter, according to industry sources.
  • Lenovo has resumed production at its Wuhan plant
    Lenovo will resume about 60% of production at its Wuhan, China plant by the end of March, with the facility set to return to full production by mid April following weeks of suspension in the wake of the coronavirus outbreak, according to the company.
  • Visual display for real-time monitoring of operating conditions of plastic injection molding machin
    Fu Chun Shin Machinery Manufacture (FCS), with help from Taiwan government-sponsored Industrial Technology Research Institute, (ITRI) has developed a smart sensing solution for online monitoring of plastic injection molding processes to assure quality of injection molded plastic products.
  • India will be locked down until April 14
    India has been locked down since March 24 to fight the coronavirus, stalling operations at factories run by manufacturers such as Foxconn Technology Group (Hon Hai Precision Industry), but contingency plans the Taiwan-based company has made will prevent its production in the country from seeing major...
  • Wistron expects sales to grow in 2020 despite the coronavirus pandemic
    The coronavirus pandemic is threatening the lives and livelihoods of many, but despite the uncertainty lying ahead of the IT industry, Taiwan-based ODM Wistron - a major maker of notebooks and servers - remains optimistic that its sales...
  • Wistron chairman Simon Lin is keen about capacity expansions
    Wistron is looking to grow revenues generated from its factories outside of China, and expects to lower revenues from its China-based sites to about 50% of company revenues in 2021, according to company chairman Simon Lin.
  • Wistron expects on-year growth in 2020 revenues
    Despite the coronavirus pandemic, Wistron chairman Simon Lin still expects the company to enjoy another year of revenue growth in 2020.
  • Apple is moving more of its production out of China
    The US-China trade war last year sent many vendors, including Apple, starting making plans to have more of their products made outside of China. While the relocation has yet to complete, the coronavirus pandemic has further convinced them of the need to diversify...
  • Apple reportedly is having more of its products, including the AirPods, made outside China
    Apple is reportedly accelerating plans to diversify its manufacturing risks by removing more of its production out of China, with sources from the supply chain claiming that the vendor is relocating some capacity for iPhone to India and acoustic devices such as AirPods and HomePod to Vietnam.
  • Apple placing aggressive orders for its Magic Keyboard
    Suppliers engaged in the supply chain for Apple's new products featuring its redesigned scissor-switch Magic Keyboard are ramping up production and have seen no cutbacks in the orders despite concerns over the coronavirus, according to sources from the upstream supply chain.
  • Inventec's production capacity in China has almost all returned to normal
    Inventec expects to post substantial revenue growth sequentially in the second quarter, thanks to a pull-in of orders for notebooks and servers.
  • Tesla has resumed production at its Shanghai plant
    Tesla has suspended electric vehicle (EV) production at its two US facilities in the wake of the coronavirus outbreak, but may expand the capacity at its Gaigafactory 3 in Shanghai, eastern China, according to media reports from China.

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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