Supply chain
Highlights of the day: Applied seeks bigger role in after-sales market

Applied Materials reportedly is inviting parts and componets partners to join a program to boost the US fab tool maker's presence in the after-sales maintenance and upgrades market serving TSMC and other semiconductor firms. TSMC saw its July sales decline more than 12% sequentially, but its third-quarter 2020 sales are still expected to grow. For Nan Ya PCB and Kinsus, their ABF substrate shipments will remain strong in the third quarter thanks to strong demand from the HPC chip segment.

Applied Materials reportedly looking to work more closely with suppliers for after-sales maintenance: Applied Materials is looking to work more closely with its parts and component suppliers for the after-sales maintenance and upgrades of its fab tools, according to industry sources.

TSMC posts decreased July revenue: TSMC saw its July revenue decline 12.3% on month but remain above NT$100 billion (US$3.4 billion).

Nan Ya, Kinsus to see 3Q20 revenue gains from ABF substrate shipments for HPC chips: Taiwan's IC substrate makers Nan Ya PCB and Kinsus Interconnect Technology are optimistic that their revenues for the third quarter of 2020 may grow 20% sequentially and profits may improve further on shipments of ABF substrates for processing new HPC chips offerings launched by US vendors in the second half of the year, according to industry sources.

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