Small- to medium-size manufacturers are important to Taiwan's economy, but most of them lack the human resources and cannot afford the expensive equipment and services needed for digital transformation...
The US presidential race is still too close to call, but the final outcome of the election will not change Taiwanese ODM's ongoing plans of moving part of their porduction lines out of China, as tensions between the world's two superpowers are unlikely to ease anytime soon. In the semiconductor sector, 8-inch foundries are striving to expand capacity to meet strong demand...
The foundry sector has seen robust demand this year with fab capacity in tight supply. Taiwan-based VIS, which provides 8-inch foundry services, expect record high sales in fourth-quarter 2020. But in the IPC sector, Advantech expects weak results for 2020, thanks to the impacts of the pandemic. For Wistron, it is looking to increase investment in the promising electric vehicle sector.
Memory spot price rally that had started in September slowed down in October amid growing COVID-19 worries and sluggish demand from the data center sector. Despite a pick-up in demand for consumer electronics applications, the overall memory demand remains slow. But the automotive sector is ganing momentum, as carmakers replenish their inventory...
Taiwan's large-size panel shipments (excluding Sharp's) are expected to decline 4.1% sequentially but up 16.1% on year in the fourth quarter of 2020, after growing 11.2% on quarter and 20.7% on year to 71.58 million units a quarter earlier, Digitimes Research figures show.
Under the efforts of the New South Bound Policy, Taiwan and Malaysia engage in active industrial collaborations to create win-win partnerships that foster the sharing of experiences in industrial, economic and human resource developments...
Demand for cloud servers may be rebounding in the fourth quarter of 2020, but the coronavirus pandemic remains a black swan threatening to disrupt components supply and assembly operations at server ODMs...
Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter as demand began to weaken, and will drop further in the fourth quarter, according to the latest figures from Digitimes Research's Server Tracker.
Shipments of smartphone-use application processors (AP) to China, including those for handset exports, grew 13.4% sequentially but declined 9.5% on year to 192.6 million units in the third quarter of 2020, Digitimes Research has found.
Less than one year after Mellanox was acquired by Nvidia for US$7 billion, Alon Webman, co-founder of Mellanox, started his second entrepreneurial project. The new company, Chain Reaction, targets the exponential growth to be set off by he calls a "cryptography everywhere" trend...
