Taiwan plays an increasingly important role for Micron Technology, which is ramping up production for its DDR4 DRAM chips built using 1znm process technology at its fab in Taichung. Meanwhile, robust demand for enterprise-use notebkks in the wake of the coronavirus pandemic has given notebook chip suppliers clear order visibility through third-quarter 2020. And despite the pandemic creating pains for the handset market, VCSEL chip demand for 5G applications and smartphones is believed to be heading towards stable growth in the long term.
Micron ramping 1znm DRAM chip output in Taiwan: Micron Technology has gradually scaled up production of DDR4 DRAM chips built using 1z-nanometer process technology at its factory site in central Taiwan, according to sources familiar with the matter.
Commercial notebook chips order visibility clear through 3Q20: Taiwan-based IC design houses continue to see an influx of additional orders from major brand vendors, with clear order visibility for diverse niche and peripheral chips extending to late third-quarter 2020, according to industry sources.
VCSEL chips demand on track for stable expansion: Vertical-cavity surface-emitting laser chip demand for 5G base station equipment, networking devices and even optical communications applications has got on track for stable expansion, serving as long-term revenue support for the supply chain, according to industry sources.