Taiwan DRAM sector could see crisis again if demand stays weak for 3-4 more quarter, says Kingston executive
Josephine Lien, Taipei; Willie Teng, DIGITIMES
With demand from the Chinese market weaker than expected ahead of the Labor Day holidays and the traditional high season of the fourth quarter also projected to be slower than in previous years, Scott Chen, vice-president of Kingston APAC, indicated...
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According to Digitimes Research, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based semiconductor foundries showed recovery. TSMC, UMC and VIS together generated total revenues of US$9.13 billion in the second quarter, up 8.9% on quarter but down 2.5% on year.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.