As remote work activities are expected to continue in 2021, notebook brand vendors are now considering adopting a dual-lenses design for their commercial models because of growing need of online meetings and presentations of products. TSMC's procurement of EUV litho equipment is expected to reach a total of 55 sets before the end of 2021 as the foundry is expanding related capacity. Meanwhile prices of LCD driver ICs and MOSFET chips may increase as a result of tight capacity at 8- and 12-inch wafer fabs.
Vendors may adopt dual lenses for new commercial notebooks in 2021: Notebook brand vendors are expected to adopt twin lenses for their new commercial models in 2021 to better cash in on strong demand for work-from-home applications that are expected to linger even in the post-pandemic era, according to industry sources.
TSMC EUV litho equipment purchases to top 50 sets: TSMC is expected to cumulatively purchase about 55 sets of EUV lithography equipment by the end of 2021, as the foundry is stepping up its EUV process manufacturing development, according to industry sources.
Driver IC, MOSFET prices to go up amid tight foundry capacity: Taiwan's vendors of LCD driver ICs and MOSFET chips are mulling raising their quotes to reflect increased costs resulting from tight capacity at 8-inch or even 12-inch wafer fabs, according to industry sources.