Taiwan's shipments of small- to medium-size LCD panels will continue drifting downward in the second quarter of 2020 in the wake of coronavirus pandemic, with a-Si feature phone applications to be affected the most, according to Digitimes Research.

AI startup business Ubestream has launched AIchatin SaaS (software as a service) cloud computing platform for providing AI-based dialog robot services on a subscription basis.

Alibaba's subsidiary Pingtouge has devoted much effort developing AI and server chips. Pingtouge has been as keen to develop ties with TSMC, and has the potential to become one of the foundry house's major clients. Meanwhile, Alibaba and other China-based cloud service providers are ramping up demand for enterprise servers and SSDs, as the country lifts coronavirus lockdowns...

Shipments of LCD TVs by Taiwan-based makers fell 45.2% sequentially to 4.65 million units in the first quarter of 2020, affected mainly by seasonality and the outbreak of the coronavirus pandemic in China, according to Digitimes Research.

Chassis maker, as an important supplier for Apple, is mulling plans to move production to Southeast Asia, with rumors claiming the maker is looking to sell its plants in China. This may be an inidcation that Apple's supply chain partners are getting serious about relocating their production lines out of China at the behest of the client...

Shipments of smartphone-use application processors (AP) in the China market are expected to experience a steep drop of 37.8% on year in the second quarter of 2020, as China's handset makers are adjusting their inventory for APs due to weak consumer confidence in the local market and the impact on their shipments to India and other emerging markets in the wake of coronavirus pandemic, according to...

NOR flash demand has been strong demand, helping suppliers buck the seasonal trend in the first quarter. Supplier expect NOR flash shortages in second-half 2020, thanks to strong demand from the 5G, IoT and automotive sectors...

Worldwide all-in-one (AIO) PC shipments are expected to rise over 30% sequentially in the second quarter, following a 29% sequential decline in the first quarter, according to Digitimes Research.

Taiwan's shipments of large-size panels in 9-inch and above sizes (excluding Sharp's) are expected to grow 12.9% sequentially in the second quarter 2020 thanks to capacity resumption at backend LCD module lines run by Taiwanese panel makers in China, orders deferred from the previous quarter and a surge in demand for remote work and learning applications, according to Digitimes Research.

Global server shipments in the first quarter of 2020 recorded a sequential decline of 16.9%, steeper than the 9.8% fall that Digitimes Research had estimated in February, as a result of disruptions to the supply chain amid coronavirus-induced lockdowns in many parts of the world.