Demand from the server sector has been fueld by work- and study-from home activities in the wake of the coronavirus pandemic. But IC designers have recently seen a slow-down in orders for server applications, sending them worrying about demand in the second quarter of 2020 if the pandemic prolongs. Intel is expected to release new 14nm CPUs in April, but demand may be dampened by the pandemic. MSI remains optimistic that new products from Intel, AMD and Nvidia will boost its sales in the second quarter.
Taiwan IC design houses see orders for servers slow down: Taiwan-based IC design houses engaged in the supply chain for servers are expected to see orders coming from the sector buoy their sales during the second quarter of 2020, but have recently seen orders slow down from brand clients based in North America, according to industry sources.
Intel to release new 14nm CPUs in April: Intel is set to unveil its new 14nm processors and chipsets in April, but the coronavirus pandemic may seriously hinder end-market demand for related PCs and motherboards, according to sources from the upstream supply chain.
MSI expects small drop in 1Q20 revenues and rising sales starting April: Micro-Star International (MSI) expects revenues to drop less than 10% on year in the first quarter of 2020 and will see its sales gradually pick up starting April with the releases of new products from Intel, AMD and Nvidia, according to company chairman Joseph Hsu.