There have been speculations about Apple introducing AR glasses, with some putting the launch in the second half of this year, and others in 2022. Sources from supply chains claim Apple's AR glasses are likely to launch in second-half 2021. Apple is also said to be soon intoducing its new over-ear headphones, fueling momentum for its rigid-flex board suppliers...

Digitimes Research has lowered its global smartphone shipment forecast for 2020 to 1.15 billion units, down 15.4% from 2019's 1.36 billion because of the impacts from the coronavirus pandemic.

The first half of a year has been usually the slow season for graphics cards, but this year the coronavirus pandemic-triggeed stay-at-home needs has shored up demand. With AMD and Nvidia set to launch their next-generation GPUs in September, graphics cards vendors are expected to cut prices for older-generation products, stimulating demand further in third-quarter 2020...

Smartphone sales in China rose sharply in April on a sequential basis following weeks of stagnant demand amid the coronavirus outbreak. While strong momentum has been seen in the 5G segment, massive migration to 5G phones in China's handset market has yet to take place...

The output value of South Korea's memory chip industry grew about 1% sequentially in the first quarter of 2020, thanks mainly to a ramp-up in demand arising from the stay-at-home economy, according to Digitimes Research.

TSMC's 5nm fab to be built in the US may better serve its clients, including Apple, in the country and fall in line with the Trump administration's policy, but the foundry house's relationships with one of its biggest clients, namely Huawei, remain in limbo...

High inventory levels at clients in late 2019 and the coronavirus outbreak early this year combined to send first-quarter 2020 revenues of the world's top-2 silicon wafer suppliers Shin-Etsu Chemical and Sumco, both based in Japan, suffering on-year falls...

Taiwan Computing Cloud (TWCC) established by National Center for High-performance Computing (NCHC) has introduced personalized computing services for AI research and application on a flexible pricing basis, according to Wang Yu-tai, director for NCHC's Intelligent Application Division.

TSMC has dopped a bombshell by announcing a plan to build a 5nm fab in the US. While the full impact of the fab poject remains to be seen, Digitimes Research believes it could reshape the global chipmaking supply chain...

A TSMC wafer fab designed for advanced 5nm process manufacturing in the US could drive changes to many semiconductor players within the supply chain, according to Digitimes Research.