Supply chain
Highlights of the day: ODMs after China exit

Taiwan-based ODMs have been eager to move production out of China upon suggestion by their clients amid the US-China trade disputes. But most of the notebook clients have not been as keen when it comes to committing their production to the relocated production lines. Now the ODMs are striving to improve yield rates and reduce production costs trying to convince clients of the efficiency of their non-China-based manufacturing bases. The uncertainties plaguing the global economy have hit various industries this year, but TSMC chairman Mark Liu believes the global semiconductor industry is heading towards another wave of growth driven by AI and 5G.

Taiwan ODMs strive to improve yield rates, costs for non-China production lines: Taiwan-based notebook ODMs have completed most of their plant relocation and their present focus is to improve production yield rates and reduce costs at the relocated facilities in a bid to retain clients, according to industry sources.

AI, 5G to trigger chip market growth, says TSMC chairman: The emerging AI and 5G applications will be triggering the next phase of growth in the global semiconductor market, according to TSMC chairman Mark Liu.

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