Supply chain
Highlights of the day: Memory sector sees demand recovering

After a disappointing year, the memory industry is expected to recover in 2020, thanks to momentum coming from 5G-driven demand. Memory module makers and their backend partners have already seen demand picking up, with memory chip vendors expected to ramp up supply next year. In China, its campaign to raise semiconductor self-sufficiency has seen its Big Fund invest in Shenzhen-based Longsys, which specializes in the OEM and ODM manufacturing of flash-based storage devices. Meanwhile, Apple reportedly will launch a new 13.3-inch MacBook Pro upgraded with a scissor switch keyboard in first-half 2020.

Memory module makers, backend houses see demand pick up: Memory module manufacturers and backend service providers have seen end-market demand pick up recently, and are gearing up to meet 5G-driven demand with their sufficient supplies next year, according to industry sources.

China memory module firm Longsys gets support from Big Fund: To further nurture its own memory industry, China's second national IC industry investment fund, also known as Big Fund Phase II, has recently invested in Longsys Electronics, becoming the second largest shareholder of the Shenzhen-based memory DMS company, according to industry sources.

Apple to intro 13.3-inch MacBook Pro featuring scissor switch keyboard in 1H20: Apple's new 13.3-inch MacBook Pro series slated for launch in the first half of 2020 will also feature a scissor-switch keyboard, a design found in its recently-introduced 16-inch MacBook Pro lineup, according to industry sources. ODM Wistron and Global Lighting Technologies (GLT), a provider of light guide plates, are both among the suppliers for the keyboards for use in the devices.

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