Archive
22 May 2020
Xiaomi overseas sales account for half of 1Q20 revenues
Optical component maker Browave sees brighter prospects for 2Q20
Handset lens sensor shipments to drop in 2Q20
Highlights of the day: Apple said to be introducing AR glasses in 2H21
Apple likely to roll out AR glasses in 2H21, sources claim
China to fall far short of IC self-sufficiency goal
UIS sees orders worth over NT$54 billion on hand
EIH sees tight supply of colored e-paper solutions
Rigid-flex PCB makers to see surge in orders for AirPods 2 in 2H20
Memory backend specialists see orders lose momentum
Silicon Motion expects sales growth in 2020
Smartphone ODMs to see shipments fall in 2020, says Digitimes Research
Taiwan semiconductor output value to grow in 2020
Semiconductor equipment billings stay above US$2 billion
China car market to slip 22% in 2020, says Yulon Nissan
21 May 2020
Samsung expands foundry capacity with new EUV production line in Korea
LG Innotek, Sharp and O-film share camera module orders for upcoming iPhones
Highlights of the day: Graphics card shipments to stay strong
Supply chain ramping up shipments for new Microsoft Surface
Mini LED shipments to fall short of expectation in 2H20
Taiwan handset sales drop further in April
ABF substrates in strong demand for HPC CPUs, GPUs
Taiwan IC design houses optimistic about 5G smartphone demand in 2H20
Graphics card makers see shipments boom
Huawei expects to build 800,000 5G base stations in China by 2020
NAND flash contract prices to stay flat in 3Q20
PC market to renew expansion in next 2-3 years, says Lenovo chair
Trusval functional water supply systems adopted for EUV lithography
Taiwan April export order value down on month
PhD shortage to challenge TSMC: Q&A with company senior VP of R&D Cliff Hou
Amazon, Google looking to set up R&D centers in Taiwan
Unimicron, Nan Ya say ABF substrate investment plans remain in place
20 May 2020
Highlights of the day: Smartphone sales rise sharply in China
Delta Electronics offers smart building solutions using Microsoft Azure
Taiwan Star teams up with Nokia for 5G buildups
MediaTek, Aspeed, ASMedia to see strong 2020
Taiwan LCD materials output value to fall in 2020
GaAs foundries positive about handset PA demand despite Huawei woes
Korea memory chip output value up slightly in 1Q20, says Digitimes Research
Apple accelerates moving of iPhone production to India, Vietnam
Smartphone panel prices falling
Team Group shipping industrial memory devices for HPC applications
Smartphone sales picking up in China
Pegatron eyeing opportunities from 5G private networks
FET finishes POC for drone-based 5G 3D spatial network optimization
Xiaomi, Oppo, Vivo to benefit from fresh US restrictions on Huawei
Polarizers in tight supply
Dialog Semi upgrades SoC to support social distancing
19 May 2020
Foxconn has no visibility beyond 2Q20 for PC components
Diode shipments up for IT devices, but down for green energy
Highlights of the day: TSMC-Huawei ties in limbo
Tianma, Visonox expanding flexible AMOLED panel capacity
Macronix optimistic about NOR, SLC flash demand in 2H20
SAS sees handsome return on non-operating investment for 1Q20
Top silicon wafer makers post revenue falls in 1Q20, says Digitimes Research
Qualcomm, MediaTek head to head in entry-level 5G SoC market
SMIC unlikely to replace TSMC amid Huawei ban
Pegatron swings to operating loss in 1Q20
Taiwan backend houses expect Huawei orders to drift starting 4Q20
TSMC braces for impact of new US restrictions on Huawei
TSMC expansion plan in US to accelerate supply chain localization
TWCC provides personalized computing services
18 May 2020
Highlights of the day: TSMC US fab project could reshape supply chain
TSMC US fab plan may boost server production in North America
Foxconn-TSMC collaboration in US not impossible, say sources
TSMC may move mature CoWoS tech to US fab, say sources
Taiwan IC design service providers upbeat about 2Q20 prospects
Samsung, Globalfoundries to see growing threat from TSMC
Chromebooks expanding presence in notebook market
Everlight reports gains, Epistar losses for 1Q20
TSMC 5nm fab in US could reshape global chipmaking supply chain, says Digitimes Research
Top-5 notebook brands and top-3 ODMs see around 10% shipment growth in April, says Digitimes Research
Global DRAM revenue drops slightly in 1Q20, says DRAMeXchange
Central, Eastern Europe car output rising, says Digitimes Research
Tyntek, Opto Tech see surging orders for Si-based sensor chips
15 May 2020
PCB maker Unitech losing momentum from AirPods 2
Highlights of the day: TSMC to build 5nm fab in US
Micron delivers client NVMe performance and value SSDs with QLC NAND
Phison looks to high-capacity SSD for future growth
CHT, HTC to jointly offer VR applications via 5G
Server chassis maker Chenbro enjoys robust demand from US, China
HannStar Board to see strong 2Q20
Ennoconn reports profit for 1Q20
Quanta expects double-digit notebook shipment growth in 2Q20
Accton sees significant profit growth in 1Q20
Industry 4.0 driving demand for pneumatic automation components: Q&A with Taiwan Chelic chairman Barton Yu
Escalating trade war to hit China foundry sector
Edison Opto, EOI see decreased April revenues
Chin-Poon Industrial conservative about 2Q20 business
China fab toolmaker ACM enhances offering for local demand
TSEC expects PV module capacity utilization to reach 95% in 2Q20
Optical filter maker Apogee reports strong earnings for 1Q20
Delta Electronics builds energy storage system for Taipower
Nvidia intros Ampere GPU
Internet giants developing new smart speakers with bigger displays
Chinese IC equipment makers revving up to serve domestic demand
TSMC announces intention to build and operate 5nm fab in US
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China smartphone AP shipments – 1Q 2020

Taiwan small- to mid-size LCD panels – 1Q 2020

Global server market – 1Q 2020

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Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

Research analysis
  1. Smartphone ODMs to see shipments fall in 2020, says Digitimes Research
  2. Digitimes Research worldwide notebook shipment update – April 2020
  3. Korea memory chip output value up slightly in 1Q20, says Digitimes Research
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