The semiconductor industry may be watching closely TSMC's fast expansion of 12-inch fab capacity for advanced-node manufacturing, but supply at 8-inch fabs has been tight. As equipment makers now focus on the 12-inch segment, 8-inch fab tools are now hard to come by...
Taiwan's PC monitor shipments climbed 25% sequentially and 5.3% on year in the second quarter of 2020, fueled by orders deferred from the previous quarter and ongoing stay-at-home initiatives, according to Digitimes Research
The output value of South Korea's memory chip industry surged 22.1% on year and 13.9% sequentially in the second quarter of 2020, when a coronavirus-induced slowdown in smartphone demand was offset by growth in demand for servers and notebooks, according to Digitimes Research.
Second-quarter 2020 revenues for TSMC, UMC, VIS (Vanguard International Semiconductor) and other Taiwan-based wafer foundry service providers registered overall growth of 1.3% sequentially and 33.1% on year, according to Digitimes Research.
Oversupply in the memory market is likely to extend downward pricing pressure to the first half of 2021. Memory prices are expected to drop 10% in fourth-quarter 2020. Although demnd for memory products from the PC sector may be flat in fourth-quarter 2020, notebook brand vendors are all-out trying to secure shipments from ODMs to meet strong demand for notebooks in the months ahead...
AI adoption will be wider and inevitable for industry sectors other than software-based ones in the future, according to Andrew Ng, co-fouder of US-based online learning service provider Coursera.
As demand for 5G mobile phones increases, the vapor chamber (VC) is emerging to become a key component in 5G smartphone thermal management. Competition is keen among vapor chamber suppliers, and there are at least more than 50 companies involved in this market segment...
The coronavirus pandemic is definitely changing the dynamics of the market and ecosystem, but at the start few would have foreseen the coming of a stay-at-home economy strong enough to turn around the notebook sector...
The coronavirus pandemic has been hitting hard the consumer device market, in turn dampening demand for memory. The DRAM and and NAND flash markets are expected to see oversupply last into first-half 2021. But in some other markets, strong demand has fueled sales growth for many companies, such as notebook ODMs whose production is badly needed to support stgay-at-home needs...
