Notebook demand has been so strong in the wake of coronavirus lockdowns that related IC suppliers have not been able to catch up due to insufficient foundry support. Delivery for a host of notebook-use ICs has extended by 2-3 months. Such robust demand has also shored up revenues for notebook ODMs. Inventec has reported its April revenues grew almost 26% on year. Meanwhile, TSMC has reported its April sales dropped over 15% sequentially but rose more than 28% on year. TSMC's revenues for the first four months of 2020 surged almost 39%.
Lead time for notebook chips extended on tight foundry capacity: Delivery lead time for notebook-related chips including power management ICs, Type-C chips and other peripheral ICs have been extended by 2-3 months, due mainly to tight 8-inch foundry capacity, according to industry sources.
Inventec enjoys double-digit revenue growth in April: Inventec has reported revenues for April 2020 climbed 17.6% sequentially and 25.7% on year to NT$49.29 billion (US$1.64 billion), as its shipments for notebooks and servers grew robustly.
TSMC posts decreased April revenue: TSMC has reported April consolidated revenue fell 15.4% sequentially to NT$96 billion (US$3.21 billion).