The performance of global notebook shipments in the first quarter of 2021 may face the challenge of component shortages as the related supply is showing no sign of easing. Meanwhile, GaAs foundries are optimistic about demand for sub-6GHz PAs and have been expanding their production for related products. Wafer foundries are also eagerly pushing capacity expansions in 2021, looking to fulfill clients' orders.
Component shortages may dampen notebook shipments in 1Q21: Shortages of certain components including display panels, LCD driver ICs and passive components may dampen notebook shipments in the first quarter of 2021, according to industry sources.
GaAs foundries eyeing sub-6GHz PA market: Taiwan-based III-V compound semiconductor makers are laying the groundwork for ramping up related GaAs products to enhance their presence in the sub-6GHz 5G PA (power amplifier) sector, according to industry sources.
Taiwan foundries gearing up for capacity expansions: Taiwan-based pure-play foundries are gearing up for capacity expansions in 2021 to satisfy growing customer demand, according to industry observers.