Intel-SK Hynix's transaction of NAND flash business may be influenced by the memory chips' ongoing price drops in 2021 due to oversupply, while TV panel demand remains strong despite end market having been pushing for a boost in TV pricing. ASE is optimistic about its operation in 2021 as demand for its packaging capacity will stay in high gear.
Smartphone shipments in the China market are expected to grow 25.4% sequentially in the fourth quarter of 2020 due to increasing shipments of Apple's iPhone 12 lineup and aggressive marketing by first-tier Chinese brands including Xiaomi, Oppo and Vivo for taking over the market share left over by Huawei, according to Digitimes Research.
Trade tensions are accelerating decentralization of the notebook industry, particuarly in China and India where vendors are now keen on designing and making devices locally to cater to domestic needs or work around restrictions. Strong demand for notebooks in the wake of the coronavirus lockdowns has pushed up sales and profits for many in the IT ecosystem, including LCD display suppliers...
Demand for the iPhone 12 Pro has been so strong delivery lead time from manufacturers has had to be extended. And Apple is set to increase orders for VCSEL chips supporting the iPhone 12 Pro's LiDAR scanner for immersive augmented reality (AR)...
China's handset vendors shipped a total of 182 million smartphones globally in the third quarter of 2020, up 10.6% sequentially but down 5.6% on year, Digitimes Research has found.
Tight supply at pure-play foundries has pushed up chip fabrication costs. Foundry quotes are expected to continue rising through first-half 2021. Foundry supply has been particularly tight at the 8-inch segment where makers have been finding it hard to expand capacity because of a lack of new fab tools. Acquiring old fabs is an option...
Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter and to drop another 12% in the fourth quarter, as a result of the coronavirus pandemic disrupting the buying pattern, according to Digitimes Research.
Global smartphone shipments fell by slightly over 6% on year in the third quarter of 2020, improving significantly from the previous two quarters as demand for smartphones outside the China market rebounded, according to Digitimes Research.
Taiwan maintains a leading edge in medical technologies with a myriad of academic research teams working on projects producing valuable achievements. However, these achievements have remained hidden inside universities...
The mature notebook market has seen robust demand thanks to stay-at-home needs in the wake of the coronavirus pandemic. Third-quarter 2020 notebook shipments hit a record high, driven by better-than-expected education procurement orders catering to back-to-school demand, according to Digitimes Research. The server sector is another beneficiary of pandemic-triggered demand this year...