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Server, IPC, cloud computing, IoT
  • The car industry is expected to reboot later this year
    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 new AMD and Intel platforms to drive motherboard sales
    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...
  • DRAM contract prices to continue rising in 3Q20
    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...
  • DFI eyes the potential of AIoT and 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 Group president JW Ho (center right) and MCT president Michael Lin (center left)
    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 chairman KC Liu (right) and Wesley Liu (left)
    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 chairman Raymon Sung
    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.
  • Optical component suppliers to see minor influence from fresh trade ban on Huawei
    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 plans to spend big on infrastructure construction in the next five years
    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 devices
    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.
  • Huawei bears the brunt of the US-China trade war
    The real target of the US sanctions against Huawei is its 5G equipment deployments, rather than its smartphone business, according to industry sources.
  • Equipment automation is the first step to 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.
  • ASMedia sees orders from AMD continue rising
    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.
  • FET plans to start 5G commercialization in 3Q20
    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 says it new offering can more accurately measure distances
    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.
  • Demand for server-related components will remain robust in 2H20
    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...
  • Server makers have moved much of their production out of China
    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.
  • TSMC will spend US$12 billion building the US fab
    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...
  • Chenbro expects 2020 sales to grow
    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.
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    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.
  • Component and labor shortages are hurting the server supply chain
    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.
  • Demand for notebook is on a rise in 2Q20
    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.
  • Subscribers do not have to establish its own robot systems
    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 is emerging as important player in the semiconductor sector
    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's e-commerce platforms are stepping up preparations for next month's shopping festival
    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

Taiwan LCD TVs – 1Q 2020

Taiwan large-size LCD panels – 1Q 2020

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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