China's move to improve self-sufficiency for semiconductors is gaining momentum - in line with the country's national policy and in the wake of the trade war with the US - with DRAM startup ChangXin Memory Technologies moving in equipment at its 12-inch fab. CXMT aims to start commercial runs for part of its production lines by the end of 2019. But in general, the US-China trade war has been disrupting the operations of the supply chains and seasonal patterns. Notebook ODMs expect disappointing shipments for the third quarter of 2019 - a period that is supposed to be a traditional high season.
DRAM startup CXMT gearing up for production: China-based DRAM chipmaker ChangXin Memory Technologies (CXMT, formerly Innotron) has kicked off 12-inch fab equipment move-in in the third quarter, aiming to start commercial runs for part of its production lines by the end of 2019, according to industry sources.
Compal, Inventec expect flat 3Q19 revenues after reporting declines for August: Compal Electronics and Inventec are on track to achieve flat sequential performances for their third-quarter revenues as expected, since clients advanced their orders originally for the quarter to the second in anticipation of the US expanding tariffs on notebooks imported from China.