Intel has announced two new Tiger Lake-U Refresh processors at Computex 2021, but tight supply of the latest CPUs is undermining notebook vendors' plans of launching devices using the new offersings from the US chip giant. In China, LCD panel maker BOE Technology reportedly has plans to build its third 10.5G line, which could send the global market in the direction towards oversupply. In the semiconductor sector, Taiwan-based IC distributors are set to see significant sales in 2021, particularly those with a significant presence in the memory segment.
Intel new CPUs in tight supply: Unstable shipments of Intel's recently introduced Tiger Lake-U Refresh processors, coupled with the ongoing shortages of certain ICs, will put pressure on the supply chain in releasing notebooks with the new processors in the third quarter of 2021, according to industry sources.
BOE planning third 10.5 LCD fab: BOE Technology reportedly has formed a task force working on a plan to set up its third 10.5G LCD fab although it is already the world's largest panel maker, according to industry sources.
Taiwan IC distributors to enjoy strong 2021: Taiwan-based IC distributors, particularly those specializing in memory IC sales, are poised to generate impressive revenues in 2021, according to industry sources.