Demand for automotive components is expected to regain growth momentum in the second half of 2020 as the global car supply chain will be reactivated along with countries gradually lifting lockdowns after the easing of the coronavirus pandemic, according to industry sources.
ASRock expects its operating profits and revenues for 2020 to grow by double-digit percentages on year thanks primarily to its growing server business, with the company planning to have its server subsidiary ASRock Rack apply for listing on the Taiwan Stock Exchange (TWSE), according to company president...
Despite the impact from the coronavirus pandemic, several IT enterprises are still having good visibility for the second half of 2020 with Nanya expecting DRAM contract prices to continue picking up in the third quarter because of demand...
IPC maker DFI to deepen deployments in AIoT, 5G
IPC maker DFI, an affiliate of Qisda, saw its revenues for the first four months of the year shoot up 41.86% on year to NT$2.862 billion (US$95.40 million), the highest for the same period on record, and it will step up deployments in AIoT and 5G applications, according to company sources.
Mitac eyes datacenter servers as growth driver for 2020
Taiwan's Mitac Group expects robust shipments for cloud and datacenter servers to drive its revenue growth in 2020 after pushing up its first-quarter revenues by 15.9% on year to NT$8.684 billion (US$289.456 million), with second-quarter revenues to likely to grow further to NT$9.2 billion, according...
Advantech obtains rush orders for medical equipment
Advantech has recently received strong rush orders for computing devices used in medical equipment from China and the US in the wake of coronavirus pandemic, according to company chairman KC Liu.
Simplo revenues to peak in 2Q20
Notebook battery specialist Simplo Technology expects its second-quarter 2020 revenues to hit the peak for the year, judging from its order visibility, according to company chairman Raymond Sung.
Taiwan-based optical component suppliers so far have not seen their short-term shipments being affected by the US government's fresh trade restrictions on Huawei, believing prospects to remain positive in second-half 2020 as Chinese telecom operators are still accelerating construction of 5G base st...
China to push for new infrastructure construction
China's National Development and Reform Commission has disclosed the scope of new infrastructure construction intended to facilitate digital transformation, smart upgrading and integration of innovative services, covering 5G infrastructure, ultra-high-voltage power grids, inter-city railways and high-speed...
POS device makers coping with pandemic
POS (point of sale/service) device makers Flytech Technology, Posiflex Technology and Partner Tech have enhanced added-value for and extended application of their products to cope with negative impacts of the coronavirus pandemic, according to industry sources.
The real target of the US sanctions against Huawei is its 5G equipment deployments, rather than its smartphone business, according to industry sources.
FII chairman sees 4 stages of smart manufacturing
Smart manufacturing, in the trend of Industry 4.0, should be implemented in four stages: automation, digitization, network-based connectivity, and fully smart, according to Li Junqi, chairman of Foxconn Industrial Internet (FII) which is affiliated to Foxconn Electronics.
MediaTek, Aspeed, ASMedia to see strong 2020
MediaTek, Aspeed Technology and ASMedia Technology are expected to post impressive sales results for 2020 benefiting from the ongoing US-China trade tensions and clients' new products, according to market observers.
Far EasTone Telecommunications (FET) has disclosed it has completed proof of concept (POC) for drone-based 5G 3D spatial network optimization, a project intended to optimize spatial coverage of its 5G network.
Dialog Semi upgrades SoC to support social distancing
Dialog Semiconductor has announced a new Wireless Ranging (WiRa) software development kit (SDK) that it says adds highly accurate and reliable distance measurement capabilities to its DA1469x family of BLE SoCs.
Foxconn has no visibility beyond 2Q20 for PC components
Foxconn Technology Group (Hon Hai Precision Industry) chairman Young Liu has noted that the coronavirus pandemic is still far from being over, and the company only has order visibility until the end of the second quarter for PC related components and has not yet made any assessment for the second half...
TSMC is mostly likely to turn out 5nm HPC chips for datacenter server applications at its planned 5nm fab in the US, and whether the move will push up server contract production in North America remains to be seen, according to server supply chain sources.
Highlights of the day: TSMC to build 5nm fab in US
The US has emerged as winner in the latest round of trade disputes with China: TSMC has announced a plan to build a 5nm fab in Arizona, ending months of speculation about the possibility of the world's top pure-play foundry making such...
Server chassis maker Chenbro Micom has seen robust demand for datacenter applications from the US and China, significantly driving up its revenues in the second quarter of the year, according to company president Maggi Chen.
Ennoconn reports profit for 1Q20
Industrial PC maker Ennoconn has reported net profit of NT$186 million (US$6.17 million) for first-quarter 2020, according to the company at a May 14 investor conference.
Despite clients' strong short lead-time orders, the server supply chain is currently facing shortages of both components and labor, hindering their shipments in the second quarter, according to industry sources.
Inventec enjoys double-digit revenue growth in April
Inventec has reported revenues for April 2020 climbed 17.6% sequentially and 25.7% on year to NT$49.29 billion (US$1.64 billion), as its shipments for notebooks and servers grew robustly.
AI startup business Ubestream has launched AIchatin SaaS (software as a service) cloud computing platform for providing AI-based dialog robot services on a subscription basis.
Alibaba's subsidiary Pingtouge has devoted much effort developing AI and server chips. Pingtouge has been as keen to develop ties with TSMC, and has the potential to become one of the foundry house's major clients. Meanwhile, Alibaba...
China-based cloud service providers have stepped up their purchases of server memory and SSDs since the second quarter of 2020, according to industry sources.
Global tablet market – 1Q 2020
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
Taiwan large-size LCD panels – 1Q 2020
Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...