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Tuesday 14 July 2020
Highlights of the day: Wistron to increase server shipments to Fujitsu
IT companies generally believe server demand will remain robust in second-half of 2020, thanks to the persistent coronavirus pandemic. For Wistron, it is set to increase server shipments to Fujitsu, which started shifting orders to the ODM from Quanta Computer in 2019. IT firms are mixed about the outlook of the notebook market in the second half, but Acer remains optimistic...
Monday 13 July 2020
Changes of the semiconductor industry
Since IC was invented, the semiconductor industry has undergone four stages of structural changes.
Monday 13 July 2020
Highlights of the day: Apple to increase MacBook Pro orders
It is uncertain how strong the stay-at-home demand for notebook devices will remain in the second half of 2020, but sources from the supply chain have claimed that Apple is set to increase its new MacBook Pro orders in late third-quarter 2020. Taiwanese PCB suppliers also expect strong shipments to the notebook and server sectors in the third quarter...
Friday 10 July 2020
Highlights of the day: Chromebook to drive Quanta notebook growth
ODMs generally expect notebook shipments to drop sequentially in third-quarter 2020 after a wave of robust demand in the previous quarter in the wake of surging pandemic-triggered stay-at-home needs. But Quanta Computer will be an exception, as its notebook shipments will continue to rise, driven by strong orders for Chromebooks...
Friday 10 July 2020
XRSpace, TAITRA jointly develop 5G XR exhibition platform
VR device developer XRSpace and Taiwan External Trade Development Council (TAITRA) have jointly develop a virtual exhibition platform based on 5G and XR technologies in a bid to help vendors tap international markets.
Friday 10 July 2020
Jorjin unveils J-Reality AR glasses
Jorjin Technologies has unveiled J-Reality AR smat glasses featuring 5G connectivity to enable hands-free remote collaboration, according to company chairman Tom Liang.
Thursday 9 July 2020
Highlights of the day: Samsung cautious about 2H20 outlook for smartphone
The outlook for the handset market in second-half 2020 remains highly uncertain and messages coming from the supply chain have been rather mixed. Samsung's upstream partners have disclosed that Samsung is rather cautious about placing components orders for its soon-to-be released Galaxy Note 20 5G devices...
Wednesday 8 July 2020
Highlights of the day: MediaTek slows down mmWave chip launch
The penetration of mmWave in the 5G market will be slower than expected. MediaTek reportedly has decided to push back its launch of mmWave 5G SoC lineup to 2021, with Chinese handset vendors now mainly focusing on sub-6GHz. It remains to be seen how strong the demand for 5G smartphones will be in second-half 2020, and memory chip prices may fall if smartphone sales disappoint...
Tuesday 7 July 2020
Highlights of the day: IC designers seeking more foundry support
Though there is still uncertainty lying ahead because of the coronavirus pandemic, fabless IC designers are still anticipating a seasonal pick-up in demand from end market segments includign 5G phones. The IC designers are requesting more capacity support from their foundry service suppliers...
Tuesday 7 July 2020
The role of China in car industry
China accounts for a third of the global car market. And of the 2.2 million electric vehicles (EV) sold worldwide in 2019, 48.2% were sold in the China market. No wonder China carries so much importance in the car industry.