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Highlights of the day: PC component demand stays strong in 2H20

DIGITIMES staff 0

The stay-at-home economy continues to boost demand for PCs and related components such as motherboards and graphics cards with major vendors and makers all expected to see rising shipments in the second half of 2020. However, Taiwan-based backend houses are not as optimistic about the second half as the US' trade ban on Huawei may still influence MediaTek's shipments to the Chinese smartphone vendor. Strong demand for 5G handsets has prompt LTCC makers to expand their capacities in order to satisfy clients' increasing orders.

Notebook, mobo, graphic card shipments to sustain growth in 2H20: Taiwan-based vendors of notebooks, motherboards and graphic cards are expected to sustain robust shipment momentum in the second half of the year, driven partly by stronger-than-expected demand supporting the stay-at-home economy and partly by growing rush orders shifted to them as US-China trade tensions intensify, according to industry sources.

Taiwan backend houses cautious about 4Q20: Taiwan backend houses are cautious about business prospects for the fourth quarter of the year thanks to upcoming disruptions in MediaTek shipments to China's Huawei under the latest tough trade ban against the Chinese tech group, according to industry sources.

Taiwan LTCC makers keen on capacity expansions for 5G: With LTCC (low temperature co-fired ceramic) demand for 5G handsets to grow at least 30-40% from 4G handsets, Taiwan's makers in the segment are actively proceeding with capacity expansions to meet the demand, according to industry sources.