The impact of the shortages of Intel's 14nm CPUs seems to be rippling out from the PC to the sever sector. Sever ODMs now see tight supply for Intel 14nm CPUs with their stocks reportedly going under safe levels. Despite the pressure, the server...
Server makers see 14nm chip supply become tight
Server ODMs have reportedly seen the supply of Intel's 14nm CPUs become tight but remain sufficient to support their shipments in the fourth quarter, according to sources from the server industry.
AWS eyeing bigger presence in China
Amazon Web Services (AWS) is eyeing a bigger presence in China's fast growing cloud computing market, according to Xia Zhang, Greater China principal enterprise evangelist at AWS.
Intel to unveil discrete 10nm GPU by mid-2020
Intel is looking to unveil its first discrete GPU solution based on its Xe architecture and built using 10nm process technology by the middle of 2020, according to industry sources.
Tight supply lingers for high-end phone camera lenses
Supply of high-end camera lens for smartphones has been tight thanks to handset vendors rushing to incorporate multi-lens solutions into their new models, indicating bright shipment prospect for major lens makers such as Largan Precision in the fourth quarter of 2019 and beyond, according to industry...
AcBel Polytech developing energy solutions
Power supply maker AcBel Polytech has disclosed it has extended business operation to developing energy solutions including fuel cells, battery control systems, energy management systems and LED streetlamps.
Qisda to set up China JV to tap hemodialyzer market
EMS provider Qisda has disclosed it will set up a joint venture in China, BenQ Biotech (Shanghai), with China-based Shanghai Kunxin Medical Technology to produce hemodialyzers for sale in the Chinese market, with Qisda to invest CNY240 million (US$33.7 million) for a 70% stake.
ATrack to focus on B2B2C customization projects
GPS car-use tracking device maker ATrack Technology has finished adjustment in and transformation of business operation, with focus on orders for customized models in large volumes based on a B2B2C business model, according to the company.
Smartphone lens module maker Largan Precision, due to tight production capacity amid strong demand, will give priority to orders for high-price, high-end products in 2020, according to company CEO Lin En-ping.
Lite-On Tech September revenues down on year
EMS provider Lite-On Technology has reported consolidated revenues of NT$16.430 billion (US$529 million) for September, increasing 0.49% sequentially but decreasing 14.86% on year.
Highlights of the day: Intel to increase output
Notebook ODMs have again been hit by Intel CPU shortages. But Bob Swan, visiting Taiwan for the first time as Intel's CEO, said his company is expanding production capacity, particularly for 14nm processors. Swan noted that Taiwan has...
Japan's Furukawa Electric and Taiwan-based Lemtech have teamed up to develop stainless steel-based ultra-thin vapor chamber cooling solutions for smartphones.
Google has decided to choose Thailand as the new production base for its Google Home smart speaker with Quanta Computer remaining its manufacturer, and the Internet service giant is now reportedly considering moving the production of its Chromebooks to Thailand and Vietnam to avoid the US tariff, according...
Intel will be gradually expanding its foundry production capacity, particularly for 14nm process this year, according to company CEO Bob Swan. Swan and other Intel executives arrived in Taiwan earlier this week meeting with local partners and suppliers.
Intel looks to 5G, AI for future growth
The emerging 5G and AI applications will be driving Intel's growth over the next decade, market observers believe.
Seiko Epson unveils 4 business-use digital printers
Seiko Epson has unveiled three Epson SureCore business-use digital printers - SC-F530, SC-T5430M and S6067L/S8067L - and an inkjet digital label press, Epson SurePress L-6534VW, for launch in Taiwan, for customized printing in small volume, according to Epson Taiwan Technology & Trading.
Keyboard and CCM (compact camera module) maker Chicony Electronics has reported September consolidated revenues of NT$9.133 billion (US$293 million), hitting a monthly record for the second consecutive time, with growth of 1% sequentially and 6.39% on year. Its subsidiary power supply maker Chicony...
Delta Electronics September revenues down on month
Power supply maker and energy management solution provider Delta Electronics has reported consolidated revenues of NT$23.414 billion (US$753 million) for September, decreasing 3.71% on month but increasing 8.33% on year.
AUO chairman tipped to head TCA
Paul Peng, chairman of AU Optronics (AUO), is being tipped to be the next chairman of Taipei Computer Association (TCA), succeeding incumbent TH Tung, who is obligated to step down after serving two consecutive terms.
Intel CEO Bob Swan in Taiwan to meet suppliers
Intel CEO Bob Swan is in Taiwan meeting with the chip vendor's supply chain partners, tightening relationships and talking about future development directions.
Chenbro sees September revenues stay flat on year
Taiwan-based server chassis expert Chenbro Micom has announced consolidated revenues of NT$570 million (US$18.33 million) for September, flat on year.
China's handset vendors including Huawei, Oppo, Vivo and Xiaomi are expected to embrace more aggressive pricing strategies to enhance the competitiveness of their entry-level models and expand their market shares globally, according to sources from Taiwan's handset supply chain.
Preparations for the year-end shopping season and extra inventory build-ups at clients to avoid extra US tariffs are heaping strong pressure on notebook ODMs who are not receiving sufficient support from Intel. They thought the Intel processor shortfall had eased, only to find out that 14nm...
Largan September revenues hit record
Smartphone lens module maker Largan Precision has reported consolidated revenues of NT$6.596 billion (US$212 million) for September, hitting a monthly record for the second consecutive time and increasing 1.84% sequentially and 19.54% on year.
Notebook ODMs scrambling to secure Intel 14nm CPUs
Notebook ODMs are scrambling to secure supply from Intel for its 14nm CPUs that have again been hit by shortages ahead of the year-end holiday season, according to industry sources.
Global smartphone shipment forecast, 2020 and beyond
Global smartphone shipments will continue to decline for the second year in 2019. Although emerging markets have demand coming...
Global notebook shipment forecast, 2020 and beyond
Notebook shipments in 2019 are estimated to show a 1.6% increase with vendors ramping up inventory in preparation for the US-China...
Global server shipment forecast, 2020 and beyond
According to Digitimes Research's observation, the server market is experiencing sluggish growth in 2019 with customer inventory...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...