The needs to connect during pandemic lockdowns have spurred demand for servers. Shipments of servers to Facebook in third-quarter 2020 are expected to rise 15% sequentially, according to Digitimes Research. Taiwanese PCB makers are also set to see stable increases in shipments to the server, networking and notebook segments in the third quarter. In the semiconductor sector, backend firms may be losing orders from Huawei/HiSilicon who will not receive capacity support from TSMC starting from mid-September, but robust orders from MediaTek will offset the losses.
Server shipments to Facebook to rise 15% in 3Q20, says Digitimes Research: Server shipments to Facebook are forecast to register a 15% sequential increase in the third quarter of 2020, when the social network giant is expected to absorb over 15% of total global server sales, according to Digitimes Research.
Taiwan PCB makers look to servers, notebooks for 3Q20 growth: Taiwan-based rigid PCB manufacturers including HannStar Board, Gold Circuit Electronics (GCE) and Tripod Technology are expected to see stable increases in shipments for server, networking and notebook applications drive up their revenues for the third quarter of the year, according to industry sources.
IC testers KYEC, Sigurd gearing up for robust MediaTek demand: IC testing houses King Yuan Electronics (KYEC) and Sigurd Microelectronics are both gearing up to satisfy robust demand for MediaTek's chips in the fourth quarter of 2020 following the exit of Huawei/HiSilicon from their ecosystem, according to industry sources.