Server demand remains robust to support stay-at-home needs
Server makers eyeing double-digit shipment increases in 2Q21
Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential increases, mainly driven by strong demand for datacenter applications, according to industry sources.
Surging COVID infections are weakening demand from India
Suppliers see orders slowing for handsets, notebooks from India
ODMs and other suppliers engaged in the notebook and handset industry supply chains have seen orders from India start slowing down recently, as a resurgence of COVID-19 infections in the country has led to both supply- and demand-side issues, according to industry sources.
Antenna supply chain gearing up for 5G mmWave AiP modules
Smartphone-use antenna makers are gearing up for a likely boom in demand for 5G AiP (antenna in package) modules that they expect will be triggered by Apple's...
NAND flash device controller and module supplier Phison Electronics has reported better-than-expected profits for the first quarter of 2021, and is optimistic...
Taiwan IC design houses may see disappointing 2Q21 sales
Taiwan-based IC design houses may post disappointing revenues for the second quarter of 2021, as a resurgence of COVID-19 infections in India has led to an overall...
Highlights of the day: ICT orders from India slowing
May 11, 16:10EOI April revenues slip on Ford production cut
May 11, 15:31Taiwan IC substrate suppliers to embrace strong 2Q21
May 11, 15:18Taiwan panel makers post mixed results for April
May 11, 14:58Wah Hong sees profit hike in 1Q21
May 11, 14:56Taiwan MCU vendors set to enjoy strong 2Q21
May 11, 14:51Handset PCB makers turn cautious as orders slow down
May 11, 14:15Just Kitchen poised for IPO in New York
May 11, 09:53Highlights of the day: UMC adjusting foundry quotes
May 10, 16:06PCB drill vendor Topoint posts impressive 1Q21 results
May 10, 15:48Sercomm reports significant leaps in 1Q21 earnings
May 10, 15:27Memory price rally boosts ESMT profit in 1Q21
May 10, 15:25TSMC, UMC and VIS post on-month revenue drops
May 10, 15:24Phison sees revenue boom
May 10, 14:34AUO posts sequential decline in April sales
May 10, 14:28FII steps into EV components
May 10, 14:14Taiwan notebook ODMs eyeing shipment growths in 2Q21
May 10, 13:52MediaTek looking to use TSMC InFO_PoP for handset APs
May 10, 13:46Chief Telecom to build new datacenter in Taiwan
May 10, 12:31Taiwan April exports reach second highest-ever level
May 10, 11:35UMC to raise quotes for 28nm process
May 10, 11:18Chicony Electronics starts production at Thailand plant
May 10, 10:02Hiwin April revenues hit 29-month high
May 10, 09:29
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Global TWS headset shipments to reach 259 million units in 2021, Digitimes Research forecastsGlobal shipments of TWS (true wireless stereo) headsets are likely to grow 40.5% on year to 259 million units in 2021,...
- Taiwan large-size panel shipments drop 3% in 1Q21, says Digitimes Research
- Taiwan small- to mid-size LCD panel shipments to grow sequentially in 2Q21
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Suppliers see orders slowing for handsets, notebooks from IndiaODMs and other suppliers engaged in the notebook and handset industry supply chains have seen orders from India start slowing down recently, as a resurgence of COVID-19 infections...
- Handset PCB makers turn cautious as orders slow down
- Taiwan IC design houses may see disappointing 2Q21 sales
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Just Kitchen poised for IPO in New YorkJust Kitchen Holdings, a Taiwan-based startup provider of meal/food delivery services, will undertake IPO on New York's...
- Beyond Limits to set up R&D center in Taiwan
- VC, startup ecosystem expansions: Q&A with AppWorks founder Jamie Lin
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InnovationsInnovations + startups news coverage
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VC, startup ecosystem expansions: Q&A with AppWorks founder Jamie LinAppWorks, the largest venture capital (VC) firm in Taiwan and Southeast Asia, manages three VC funds...
- Apple awards Corning US$45 million from its advanced manufacturing fund (May 10) - Company release
- Deadly fungus infection found in COVID-19 patients in India (May 10) - Bloomberg
- India holds up wireless approvals for China-made devices, delaying launches (May 7) - Reuters
- IBM unveils 2nm chip technology (May 6) - Company release
- Infineon increases supply security for silicon carbide by expanding supplier base (May 6) - Company release
- Infineon says will only make up for lost automotive volumes in 2022 (May 4) - Reuters
- US Commerce Dept. presses Taiwan for more chips to automakers (May 5) - Reuters
- TSMC eyeing expansion of planned Arizona plant - sources (May 4) - Reuters
Taiwan notebooks – 1Q 2021
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter...
Global server market – 1Q 2021
First-quarter 2021 global server shipments amounted to 3.78 million units, down only 1.6% quarter-over-quarter and up 5.2% ye...
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...
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