Nvidia's deal to acquire Arm comes with potential risks. But turning Arm into a "US" company could turn away Chinese clients who are embracing China's de-Americanization campaign. ABF susbtrate suppliers ae set to stop shipments to Huawei in compliance withe US sanctions, but they will still see tight capacity, thanks to significant orders for processing GPUs and CPUs to be releasded by US vendors. Notebook shipments remained strong in August, with the top-5 vendors' shipments hitting a new high.
Arm may lose China market after Nvidia takeover: Arm stands to lose its Chinese clients by becoming a part of the US-based Nvidia amid China's campaign to shed its reliance on American IC suppliers.
ABF substrate supply to stay tight despite no shipments for Huawei: Taiwan-based IC substrate makers including Unimicon Technology, Nan Ya PCB and Kinsus Interconnect Technology continue to see their available production capacities for ABF substrates fall short of demand after stopping shipments to Huawei starting mid-September, according to industry sources.
Top-5 notebook brands see shipments peak in August, says Digitimes Research: Global top-5 notebook brands' combined shipments in August 2020 - not including detachable models - hit a new high for 2020 as shipments to the consumer segment gew on year, and education procurement orders from Japan's GIGA School project gradually approached the peak of the year.