TSMC apparently can't wait to extend its technology leadership. It has asked the Southern Taiwan Science Park to ready the land it has alloacted for the foundry's 3nm fab project by the end of 2019, a few months ahead of its original schedule. In the IT supply chain, Taiwan-based ODM Quanta Computer is said to be quitting the assembly work for the next-generation Apple Watch to be launched in 2020. It remains to be seen whether the next-generation Apple Watch would come with OLED screens, but backend service providers believe demand for OLED drivers ICs will surge in 2020.
TSMC to accelerate 3nm fab construction: TSMC is expected to step up the construction of its advanced 3nm wafer fab after securing 30 hectares of land in the Southern Taiwan Science Park (STSP) by the end of 2019, according to industry sources.
Compal, Foxconn to share next-gen Apple Watch orders in 2020: Quanta Computer will not serve as a production partner for Apple's next-generation Apple Watch to be launched in 2020, and instead Compal Electronics and Foxconn Electronics will share the orders, according to industry sources familiar with the matter.
Backend demand for OLED driver ICs to surge in 2020: Backend demand for OLED driver ICs is set to take off in 2020, with COP (chip on plastic) and COF (chip on film) likely to co-exist as main packaging processes, according to industry sources.
