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5G iPhones to debut later than usual

PCB shipments for new iPhones to peak in 4Q20, say sources

Aug 3, 15:08

Taiwan's PCB makers in the supply chain for Apple devices will see their shipments for new iPhones not peak until the fourth quarter this year as Apple has confirmed its iPhone 12 lineup will debut later than normally scheduled in September, according to industry sources.

Huawei is making contingency plans against fresh US trade bans

Huawei is making contingency plans against fresh US trade bans

Huawei diversifying purchases of 5G APs

Aug 3, 11:51

Huawei is increasing the proportion of mobile application processors (APs) from third-party suppliers for its smartphones, reducing use of Kirin chips from its subsidiary HiSilicon Technologies, as a contigency against the US trade ban, according to Digitimes Research.

Silicon wafer materials and equipment suppliers see orders pull in from TSMC

Aug 3, 15:55
With TSMC scaling up its 7nm and 5nm chip output, related silicon wafer materials and equipment suppliers have seen significant orders from the pure-play foundry...

ASE sees pick-up in orders from communication chip segment

Aug 3, 14:00
ASE Technology Holding expects to generate sequential revenue growth through the fourth quarter of 2019, judging from a substantial pick-up in orders for communications...

MediaTek expects 3Q20 revenues to grow 22-30% sequentially

Aug 3, 13:54
MediaTek has estimated its third-quarter 2020 revenues will reach NT$82.5-87.9 billion (US$2.75-2.79 billion) for a 22-30% sequential growth, well beyond market...
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