PC, CE
  • MediaTek's 5G modem has been certified by Intel
    MediaTek has announced advances in its collaboration with Intel to bring 5G experiences to next-generation PCs with the successful development and certification of its 5G modem data card.
  • Acer saw strong demand from users working and learning remotely
    Acer has disclosed its profits surged in the second quarter of 2020, rising 114% sequentially and 192% on year, thanks to strong business momentum from remote work and distance learning.
  • PS5 is coming soon
    Sony is expected to introduce its PS5 later this year, with Taiwanese backend service providers already starting delivering shipments for the new games consoles. Construction of 5G infrastructure may still be going on in China, but PCB...
  • Sony is launching PS5 later this year
    Backend houses including ASE Technology and Greatek Electronics have kicked off shipments for Sony's new-generation PS5 game console series slated for launch later this year, according to industry sources.
  • Tablet demand is being boosted by stay-at-home needs
    Global tablet shipments are expected to move at full throttle to reach a level not seen in recent years in the third quarter of 2020 after seeing such shipments shoot up 60.5% sequentially and 21.3% on year to 39.65 million units a quarter earlier, according to Digitimes Research.
  • AIO PC shipments rose in 2Q20
    Global shipments of AIO (all-in-one) PCs increased 28.7% sequentially to three million units in the second quarter of 2020 thanks to fulfillment of orders deferred from the first quarter by production disruptions amid the coronavirus outbreak. But AIO PC shipments are expected to see a sequential growth...
  • Apple Watch 6 development is said to be on schedule
    The 5G iPhone may be coming a few weeks later than usual because of COVID-19 impacts, but development for Apple Watch 6 reportedly has been going smoothly, with ASE Technology obtaining a major portion of the backend service orders for...
  • Acer sees Chromebook orders continue rising in 3Q20
    Despite a deceleration in demand from the work-from-home segment, Acer's notebook orders from the education segment, particularly those for Chromebooks, remain robust in the third quarter as educational procurements from North America, Europe, India, Indonesia and Japan are all rising rapidly, according...
  • Samsung sees firm demand for appliances and memory chips
    Samsung Electronics has reported operating profits of KRW8.15 trillion (US$6.86 billion) for the second quarter of 2020, up 26% sequentially and 23% on year.
  • Apple remains strong despite the pandemic challenges
    Apple has announced its fiscal third quarter ended June 27, 2020 saw revenues and earnings hit records for the quarter, driven both by devices sales and services.
  • XRSpace president Sting Tao
    There are many social networking platforms, but they have been unable to fill the very gap left wide open by the ongoing coronavirus pandemic that has been barring people from face-to-face physical interactions.
  • HPE is moving server R&D to Taiwan
    Taiwan is becoming a hub for the server industry, with HPE, currently th esecond largest server brand worldwide, reportedly planning to move its server hardware R&D resources to Taiwan. In the PC sector, demand for Microsoft Surface...
  • Microsoft Surface series shipments to pick up 30% in 2020
    Following a wave of rush orders in April-May, Taiwanese suppliers of protective components for notebooks and tablets have seen orders pick up again starting July, as brand vendors including Microsoft have moved to place additional orders to support increased shipments for remote work and education...
  • Institute of Physics, Taiwan's Academia Sinica, researcher Chii Dong Chen
    Taiwan-based IT companies' progresses in quantum computing remain unclear, which could lead to the country missing out on the opportunity from a tech segment that both the US and China see as a new battlefield, according to a local academic researcher.
  • TSMC unlikely to build extra capacity for Intel orders
    With Intel planning to outsource parts of its processor production to outside foundries, TSMC will not place extra effort to handle the CPU giant's orders if they come as TSMC believes these orders will not be for the long term. However,...
  • Unimicron to begin mass production of ABF substrates for Intel in early 2022
    IC substrate maker Unimicron Technology is slated to complete construction of a new plant in Yangmei, northern Taiwan by the end of 2020, followed by process optimization and validation in 2021 before starting commercial production of IC substrates in early 2022 for Intel, industry sources said, adding...
  • TSMC unlikely to build new capacity for Intel orders
    TSMC internally does not consider orders for Intel's processors as long-term ones, and therefore is unlikely to build additional production capacity for the new contract, according to industry sources.
  • TSMC EUV nodes may attract orders from Intel
    As Intel is facing troubles to improve its manufacturing processes, the CPU giant is now seeking outside help in production of some of its processors with TSMC having a high chance to be one of the partners. Meanwhile, PCB...
  • Taiwan chipmakers expect growing demand from the PC segment
    Taiwan's designers of peripheral chips for PCs and notebooks are trying hard to vie for more capacity support from foundry partners seeking to meet strong replacement demand in the third quarter, according to industry sources.
  • Notebook PCB demand remains robust
    Taiwan-based PCB manufacturers are optimistic about demand for notebook applications in the second half of 2020, judging from the outlook given by notebook ODMs.
  • TSMC may land orders from Intel
    Intel at its recent earnings call disclosed that its next-generation 7nm processors, including the company's first 7nm datacenter GPU design, would rely on external and internal process technologies, sparking speculation about TSMC being its potential foundry partner.
  • Intel reports 2Q20 financial results
    Intel achieved record second-quarter revenues with 34% data-centric revenue growth and 7% PC-centric revenue growth on year. These results were driven by strong sales of cloud, notebook, memory and 5G products in an environment where digital services and computing performance are essential to work...
  • Microsoft expects strong demand for datacenter services
    Datacenter server demand is expected to remain robust in the coming months. And Wiwynn, a subsidiary of Wistron, reportedly will land about half of Microsoft's datacenter server orders for 2021. But for server shipments to brand vendors,...
  • AMD announces new APUs
    AMD has announced new 7nm x86 desktop processors with built-in graphics for consumer and commercial PC markets. The AMD Ryzen 4000 series desktop processors with Radeon Graphics and the AMD Athlon 3000 series desktop processors with Radeon Graphics feature advanced processor core technology combined...
  • AirPods makers are gearing up their production in Vietnam
    Apple is scheduled to roll out its third-generation AirPods series earbuds in the first half of 2021 followed by the launch of a new-generation AirPods Pro in the second half of next year, with related assemblers gearing up for production at their plants in Vietnam, according to industry sources.

Taiwan notebooks – 2Q 2020

Global server market – 2Q 2020

Taiwan LCD monitors – 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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