Bits + chips
Highlights of the day: Wireless applications and servers to see strong 2021
DIGITIMES staff

As 5G and Wi-Fi 6 are becoming the mainstream specifications for the IT market in 2021, Taiwan's III-V IC companies are expected to maintain a high utilization in the year. Server shipments are also anticipated to grow strongly in 2021 thanks to the releases of Intel's 10nm Ice Lake Xeon server processors and brisk demand from cloud applications. As demand for IT products remains robust, DRAM continues to suffer from shortages in 2021 with makers having already raised the prices of the products as a response.

III-V IC players enjoy high capacity utilization for 5G, Wi-Fi 6 applications: Taiwan's III-V IC firms including GaAs foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC) as well as epi-wafer suppliers Visual Photonics Epitaxy (VPEC) and Intelligent Epitaxy Technology (IntelliEPI) are expected to sustain high capacity utilization in 2021, as 5G handset sales and Wi-Fi 6 wireless communication applications are on track to grow robustly, according to industry sources.

Server makers turn optimistic about 2021 on Intel new processors: With Intel ramping up its 10nm Ice Lake Xeon server processor output, Taiwan's server makers have turned optimistic about their shipment prospects for 2021 and may embrace the strongest-ever first quarter in the year also bolstered by continued strong demand for cloud applications, according to industry sources.

DRAM prices to rise through 2Q21: DRAM contract market prices have risen 5-10% in the first quarter of 2021, and will continue their rally in the second quarter, according to sources at memory module makers.

Realtime news

Global LCD panel shipment forecast, 2021 and beyond

Taiwan LCD monitors – 3Q 2020

Taiwan LCD TVs – 3Q 2020

Global server shipment forecast and industry analysis, 2021

China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025

Global LCD panel shipment forecast, 2021 and beyond

This website adheres to all nine of NewsGuard's standards of credibility and transparency.
© 2021 DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.