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Thursday 4 August 2022
Network device suppliers see order visibility stretch into 2H23
Taiwan-based network device makers are optimistic about their business prospects for the second half of 2022 and beyond, thanks to clear order visibility through the second half of...
Wednesday 6 July 2022
5G penetration speed faster than 4G by 2 years, says Ericsson
The penetration of 5G is rising faster than 4G, and the number of global 5G users will top one billion by the end of 2022, two years faster than the corresponding pace for 4G, according...
Tuesday 21 June 2022
Macronix, Winbond focus more on non-consumer NOR flash
Macronix International and Winbond Electronics have both put increased sales focus on high-density NOR flash for 5G base stations and automotive electronics, as demand for consumer...
Wednesday 25 May 2022
NOR flash prices to trend downward in 2H22
NOR flash memory contract prices will likely trend downward in the second half of 2022, according to industry sources. Prices for low-density chips have started to drop in the second...
Friday 25 March 2022
Network devices overbooking fallouts likely to surface in 2H22
Consequences of network devices overbooking by clients may start to surface in the second half of 2022, when shortages of chips and components as well as logistic problems are expected...
Wednesday 16 March 2022
Unizyx expects shortage of networking chips to greatly improve
The ongoing shortage of core networking chips is likely to be greatly reduced around the end of the second quarter, according to Gordon Yang, CEO for network equipment supplier Unizyx...
Wednesday 16 March 2022
Accton sees 10% output affected by COVID lockdown in Shenzhen
Network switch specialist Accton Technology has suspended production in Shenzhen to comply with coronavirus lockdown measures in the Chinese city, and expects the event to affect...
Tuesday 15 March 2022
Network devices to continue spec upgrades despite black swan events, says Arcadyan
Unfavorable factors including the Russia-Ukraine war, global inflation, harbor congestion and networking chip shortage will not constrain the growth momentum for the network device...
Monday 14 February 2022
Network equipment vendors poised to be doing well in 2022
Taiwan's network equipment suppliers including Sercom and Accton Technology are expected to embrace a strong 2022 as they got off the year to a good start with impressive revenue...
Friday 5 November 2021
Networking device makers post gross margin increases in 3Q21
Taiwan-based networking device makers managed to post sequential gross margin increases in the third quarter of 2021, despite the ongoing chip and component shortage disrupting their...
Wednesday 25 August 2021
Luxshare, Goertek restart AirPods shipments from Vietnam plants
Luxshare Precision Industry and Goertek, both being assemblers for Apple's AirPods, have recently restored shipments from their plants in Vietnam after suspending production there...
Monday 9 August 2021
PA shipments to China for 5G base stations remain weak in 2H21
RF amplifier (PA) demand from 5G base stations in China remains weak although China telecom operators have resumed construction of 5G networks, mainly because the majority of related...
Friday 16 July 2021
CCL makers to ramp up shipments to China for 5G base stations in 2H21
Taiwan's CCL makers including Iteq and Taiwan Union Technology (TUC) will see their shipments of high-frequency/speed CCL materials for 5G base station application rise significantly...
Monday 5 July 2021
Iteq to develop high-end CCLs for handsets, IC substrates, mmWave antennas
Taiwan's CCL maker Iteq will step up its business diversification, with more efforts on developing high-end CCL materials for handset, IC substrate and flexible mmWave antenna applications,...
Monday 21 June 2021
CCL demand for 5G base stations may gain momentum in Europe, US in 2022
CCL demand for 5G base station applications in the US and Europe are not expected to take off until 2022 at the earliest, according to industry sources.