Intel has yet to fully eased its processor shortages, which is sending notebook vendors adopting more of its competitions from AMD in 2020. AMD's new Zen 3 architecture is expected to have a record-high development projects commenced by PC makers for AMD processors. This year also looks promising for CIS vendor OmniVision, as demand for CIS from handsets, notebooks and other sectors will be strong. OmniVision reportedly is looking to raise CIS prices by 10-40% in 2020. For NAND flash chips, home gaming consoles will be a major growth driver in 2020. Vendors are expected to increase their demand for NAND flash chips to support their new-generation devices featuring SSDs in the second half of 2020.AMD CPU gaining popularity among PCs: The shortage of Intel's PC processors has already prompted OEMs and brand vendors to increasingly adopt AMD's CPUs in their products since 2019, and the trend will likely persist this year, according to industry sources.OmniVision set to raise quotes for diverse CIS devices by 10-40%: OmniVision Technologies will raise its quotes for various CMOS image sensors (CIS) by 10-40% in 2020 to counter ever-expanding demand for application to handsets, notebooks, smart home devices, automotive and security surveillance systems, according to supply chain sources.NAND flash demand for SSD-equipped gaming consoles to grow robustly: NAND flash demand for new-generation gaming consoles featuring 1TB and higher-density SSDs is set to grow robustly in the second half of 2020, according to industry sources.

Taiwan-based AIMobile has developed a mobile streetlight that can be established at road intersections with frequent accidents or during rallies to collect data.AIMobile's mobile streetlight is a metal cabinet equipped with a battery that can supply up to 48 hours of power. The pole of the streetlight can be assembled based on the need of height and can be attached with cameras, different types of lamps or sensors. The cabinet features four wheels for mobility and can be switched into unmovable mode when necessary.AIMobile president Timothy Chang pointed out that edge computing's maturity and 5G's commercialization have enhanced the company's surveillance solution for smart cities, allowing the system to monitor in real-time cities' dynamic data, which will serve as bases for governments' decision-making process.AIMobile has already applied patents for the streetlight.AIMobile mobile streetlightPhoto: Yihan Li, Digitimes, January 2020

TSMC is clearly the leader in the pureplay foundry sector, but its Chinese competitor SMIC may be able to make some gains in the 14nm FinFET segment, as it is expected to obtain orders from Huawei's chipmaking arm, HiSilicon, which has been among major clients of TSMC's fab in Nanjing, China. And SMIC co-CEO Zhao Haijun has noted that China's foundry sector is set to recover n 2020 driven by demand from the 5G sector. In the IT sector, the truce in the US-China trade war is not stopping notebook ODMs from moving production lines out of China. The top destinations for the relocated facilities are Taiwan and Vietnam.SMIC reportedly snatches HiSilicon chip orders from TSMC: China's Semiconductor Manufacturing International (SMIC) with its 14nm FinFET process manufacturing has reportedly obtained orders from HiSilicon, which has been among the major clients of TSMC's Nanjing fab that was opened in late 2018 and entered directly 16nm FinFET chip production.China foundry sector on path to recovery, says SMIC co-CEO: Speaking at a high-tech forum held in Shanghai, Semiconductor Manufacturing International (SMIC) co-CEO Zhao Haijun remarked that China's IC foundry sector will stage a recovery in 2020 driven by chip demand for 5G related devices.Taiwan, Vietnam to be major production bases for notebook ODMs: Despite a truce in the US-China trade war, notebook ODMs will continue their capacity relocation to Taiwan and Vietnam, with the two becoming their major production bases outside China.

NTPC-AWS Joint Innovation Center recently held a demo day for 13 startup businesses to showcase their products and services.The center, jointly established by the New Taipei City government, Amazon Web Services (AWS) and FCC Partners, aims to integrate government, industrial and academic resources to create an innovation ecosystem to help startup businesses.Among the 13 startups, How Investech has developed FundSwap, a P2P management platform to simplify trading for individual investors of mutual funds; and IGcar plays the role of a bridge between car users and after-market maintenance service providers and helps the latter manage business; AdLocus uses software methods to collect smartphone users' online data and offline tacking data and then sets labeling as basis to predict their consumption behavior for use in precision marketing.CRIS and Heroic-Faith Medical Science won the best IoT and Technology Awards respectively. CRIS has developed a cloud-based smart dynamic scheduling algorithm to solve complicated scheduling problems for manufacturers, while Heroic-Faith has developed AI-based respiratory monitoring devices and chest sound monitoring devices which have been adopted by several large hospitals in Taiwan.Since operation beginning in August 2018, the center has cultivated 36 startup businesses - 23 in the first term and 13 in the second; and 11 of them have finished fund raising, including five invested by National Development Fund.NTPC-AWS Joint Innovation Center showcases startupsPhoto: AWS

Intel CPU shortages continued troubling the notebook market in fourth-quater 2019, with notebook makers seeing weaker-than-expected shipments in the period. Their notebook shipments are expecte to slide 10-15% in the first quarter of 2020. ODMs may be seeing stagnant growth in notebook shipments, but the smart speaker maket is promising. Inventec has obtained orders for smart speakers from Google, and Wistron has landed its first oders for smart speakers. In the semiconductor back-end sector, ASE Technology expects flat growth in first-quarter 2020, thanks to SiP orders reportedly from Apple. At CES 2020, Taiwanese startups have demonstrated much progress. And the Korean tech giant Samsung has demonstrated its advantage in 8K TVs at the annual show in Las Vegas.Notebook ODMs to see shipments drop 10-15% in 1Q20: Notebook ODMs saw weaker-than-expected shipments in fourth-quarter 2020 due to Intel CPU shortages and clients' high inventory levels as a result of their early inventory build-ups to avoid the US tariffs. For the first quarter of 2020, their shipments are expected to slide 10-15% sequentially.Inventec, Wistron land new orders for smart speakers: Inventec has obtained orders for smart speakers from Google, with shipments set to kick off later in 2020, while Wistron has landed its first orders for smart speakers, according to industry sources.ASE Technology to see core backend biz post flat sales growth in 1Q20: ASE Technology Holding is expected to see its core IC assembly, testing and material (ATM) business register flat sequential revenue growth in the first quarter of 2020, thanks to robust SiP orders for Apple devices, according to industry sources.Taiwanese startups show progresses at CES 2020: Taiwanese startups have shown significant progresses in technologies, presentations, and development directions, judging from their showings at CES, according to deputy science and technology minister Hsu Yu-chin.Samsung likely to spearhead in 8K TV segment: Quite a few of TV vendors are showcasing their latest 8K models at CES 2020, and Samsung Electronics is likely to spearhead in the segment leveraging its ability to integrate AI and smart home applications to optimize viewing experience.

European startups have been keen on developing diverse smart tech solutions for healthcare, clinical surgery, interactive care and digital rehabilitation, and many have unveiled their latest R&D results at CES 2020 seeking to explore more application opportunities.Among them, Holland-based I-Med Technology has launched a lightweight head-mounted digital surgical loupe with 3D Full-HD image quality, fitted with a powerful LED lamp able to display preoperative information on screen and make 3D recordings of the complete picture that the surgeon sees through the microscope.The company is moving to promote the new device to hospitals and clinical units that it has cooperated in the past.As smart health concept is rapidly gaining popularity among Europeans, another Dutch startup Airbliss+ has debuted a smart anti-air pollution mask. The device features a specific fan system allowing users to have seamless breathing experience with controlled heat and humidity levels, even during moderate exercise such as cycling. Additional features include a secure seal system and adjustable harness to ensure a secure fit.The firm's CEO Adel Arigue said that his company will raise funds via crowdfunding to finance production and marketing of the smart mask.I-Med's digital surgical loupeSmart anti-air pollution mask by Airbliss+Photo: Mark Tsai, Digitimes, January 2020

Five startups recently exhibited their innovative products and solutions at the Central Taiwan Accelerator, Innovation and Entrepreneurship Forum held by the administration of Central Taiwan Science Park (CTSP).Free Bonics Taiwan, a developer of powered exoskeletons and bionic technology, will cooperate with Taiwan-based Tiger Accelerator and Netherlands-based rehabilitation center De Hoogstraat Revalidatie to propose a smart exoskeleton project to apply for subsidization from the Netherlands government.CatchGene introduced an in-house-developed solution of purifying rare cfDNA (circulating cell free DNA) or cfRNA from liquid biopsy to help diagnose and trace cancers.CloudMed showcased iCARE, an 8-in-one physiological measurement device to integrate cloud computing-based analysis of health data and dietary/exercise recommendations for personalized health management.Nestech presented smart door locks and access control systems for use in smart city solutions, hotels and offices through combining edge computing with cloud computing.A research team from China Medical University unveiled biodegradable internal fixation materials for application to bone fractures, with such materials able to be used to make internal fixation in desired shapes via 3D printing to match bone fractures.CTSP administration in 2018 set up AI Robotics Hub in the science park, with the accelerator incubating 16 startup teams, and invited 11 Taiwan-based accelerators and incubation centers to form Central Taiwan Accelerator Alliance in October 2019.Startups showcase products and solutions at a CTSP forumPhoto: CTSP administration

Taiwanese startups have shown significant progresses in technologies, presentations, and development directions, judging from their showings at CES 2020, according to deputy science and technology minister Hsu Yu-chin.Hsu said the startups now know much better how to develop their innovations closely in line with market needs, and they are also showing high flexibility.A total of 82 Taiwanese startups, selected by US-based Consumer Technology Association and Silicon Valley-based venture capital firms, are presenting their products at Taiwan Tech Arena (TTA) at CES 2020, under the Ministry of Science and Technology (MOST) sponsorships.This is the third year that a TTA delegation has attended CES.At the CES Eureka Park, Hsu has also talked with minister of investment Graham Stuart for UK Parliamentary Under-Secretary (Department of International Trade). Stuart indicated that he is interested in Taiwan's development of smart cities and hopes for communications with Taiwan-based startups at Smart City Summit & Expo 2020 in Taipei in March. Hus also communicated with vice CEO Eiko Okuya for Japan External Trade Organization and vice director of business Bertrand Velon for the French government.MOST will bring Taiwan-based startup businesses to international market through selecting countries or areas as target overseas markets based on their choices and goals of business development, Hsu indicated.Deputy MOST minister Hsu Yu-chinPhoto: Mark Tsai, Digitimes, January 2020

Recovery in the memory market has been expected to send prices rising, but the extent of increase in the NAND flash segment may be bigger than expected in the short term after a brief fire that broke out at a Kioxia fab earlier this week may constrain supply. The global 5G chip market is also bracing for tight supply due to insufficient 7nm foundry support. The tight supply will keep 5G SoC prices at high levels, with MediaTek likely to see gross margin rise.Kioxia fab fire may send NAND flash prices soaring: A brief fire that broke out at Kioxia's Yokkaichi plant in Japan on January 7 may send NAND flash prices surging, according to industry observers.Global 5G mobile chip supply remains constrained: The global supply of 5G mobile chips remains constrained, due to tight 7nm manufacturing process capacities at foundries, according to industry sources.MediaTek to see gross margin rise: MediaTek is expected to see its gross margin improve further in the first quarter of 2020, thanks to the rollouts of its new chip solutions coupled with tight foundry capacities, according to industry sources.

Taiwan startups are demonstrating at CES 2020 a variety of smart tech solutions incorporating fingerprint recognition, blockchain and data visualization technologies to enhance online retailing security, protect personal medical records and facilitate smart mobility services.At CES' Taiwan Tech Arena pavilion, KeyXentic, dedicated to mobile and data security services, sports its biometric identification, multi-factor authentication and public key infrastructure (PKI) tech solutions that can boost online payment security, avoiding possible risks associated with the past input of passwords.AuthenTrend Technology's electronic wallet solution can integrate fingerprint recognition and EAL5 +SE (secure element) technologies to lower the chance of fraudulent use of wallets. The company is striving to bring fingerprint-enabled security authenticators from personal to business, from centralization to decentralization, and from IT to IoT to meet the trend of biometric, password-free authentication.SecuX Technology's encrypted point-to-point payment system allows the linkage between the retail end and the POS terminal system or enables connections between kiosk machines and NFC sensors via an embedded module to boost trading security.International Trust Machines's blockchain-enabled IC solution features a cryptographic security algorithm to achieve high security, privacy protection and low-cost IoT uplinks, while KryptoGo leverages blockchain search engine to increase the usability and readability of digital data.3drens offers vehicle fleet dispatch optimization system to help fleet operators reduce operating costs, increase fleet dispatch efficiency and introduce innovative mobility services. OmniEyes also has released an online virtual assistant system to enhance fleet management.