Some of the major panel fabs are located in the epicenter of Covid-19
The outbreak is sending manufacturers rethinking their global deployments
Automotives and emerging biz
The coronavirus outbreak is hitting the global car industry and other emerging sectors
The semiconductor ecosystem is feeling the heat of the outbreak
Handset, networking and digital home
The 5G era has gotten off to a woeful start
US, Europe, Japan, South Korea
So much is at stake for the industries and markets around the world
PC, notebook, server
The PC, notebook and server supply chains are being disrupted by the outbreak
China's domestic market
Consumer confidence and demand in China have been severely hit by Covid-19
Global markets and economy
The global economy faces a tough year ahead
Smartphone vendors upbeat about midrange 5G modelsThursday 18 February 2021
Smartphone vendors are upbeat about the midrange segment of the 5G phone market which is set to grow robustly in 2021.
Acer notebook sales surge in USTuesday 26 January 2021
Acer saw its commercial notebook sales hike 119% on year in the US in 2020, according to some market observers citing research figures.
Strong notebook sales having limited impact on PC DIY demandTuesday 19 January 2021
Strong demand for notebooks driven by the stay-at-home economy in the wake of the coronavirus outbreak has undermined shipments of conventional desktops, but sales in the PC DIY market...
Global LCD panel shipment forecast, 2021 and beyondTuesday 5 January 2021
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size panels will be at 0.14%.
Rise of online fitness to buoy Taiwan ICT industries in 2021Wednesday 30 December 2020
The growing popularity of online workouts amid the coronavirus pandemic is regarded as a new driver of Taiwan's ICT industry growth in 2021, according to industry sources.
TCL refutes claim about planting backdoor software on TVsMonday 28 December 2020
China-based TV maker TCL has denied that it planted backdoor software in its TVs sold to the US market.
Taiwan semiconductor firms to benefit from robust PS5 ordersWednesday 23 December 2020
The stay-at-home economy induced by the coronavirus outbreak is expected to significantly boost demand for the PlayStation 5 (PS5) and benefit Taiwan's upstream semiconductor companies,...
Taiwan supply chain players have mixed attitudes on capacity relocationTuesday 15 December 2020
Taiwanese companies in the upstream supply chain are having mixed attitudes about relocating their capacities to Southeast Asian countries such as Vietnam, India and Thailand, amid...
AMD to further grow server market share in 2021Tuesday 8 December 2020
AMD is on track to see its share of the global server processor market reach 10% by the end of this year, with the share likely to reach 20% by the end of 2021, according to industry...
Chief Telecom expects over 10% growth in 2021 profitsMonday 7 December 2020
Taiwan-based Chief Telecom expects its profitability to see a double-digit growth on year in 2021 as the pandemic-driven demand for stay-at-home applications will persist, according...
Supply chain sees orders for cloud servers pick upTuesday 1 December 2020
Suppliers engaged in the supply chain for cloud computing servers have seen clients start pulling in orders in advance, bracing for a resurge in the COVID-19 pandemic that could repeat...
Strong Chromebook sales boost Acer, Asustek revenuesWednesday 11 November 2020
Acer and Asustek Computer both saw impressive gains in their sales during the first 10 months of 2020, buoyed by strong Chromebook sales.
Pegatron violation highlights iPhone 12 supply chain pressure, say sourcesTuesday 10 November 2020
Pegatron's alleged violation of Apple's supplier code of conduct by using student workers was probably the result of needs to fulfill strong orders for for iPhone 12 amid a serious...
Insyde report strong 2Q20 profitsFriday 30 October 2020
Taiwan-based BIOS designer Insyde Software's second-quarter 2020 profits reached the highest level since fourth-quarter 2011 thanks to strong demand from the stay-at-home economy...
Global server shipments to drop in 4Q20, says Digitimes ResearchWednesday 28 October 2020
Global server shipments, after reaching the peak of 2020 in the second quarter, are estimated to have slipped 6% sequentially in the third quarter and to drop another 12% in the fourth...
Acer expects replacement demand to drive notebook market growth in 2021Friday 23 October 2020
Replacement demand from the consumer sector, in addition to Chromebooks, will be driving the overall notebook market growth in 2021, according to Acer chairman and CEO Jason Chen.
Equipment makers optimistic about demand from passive component sectorTuesday 20 October 2020
Equipment suppliers are optimistic about demand coming from the passive component sector, where leading players including Yageo and Walsin Technology have plans for capacity expans...
Microsoft Surface makes way into entry-level sectorMonday 19 October 2020
Microsoft has priced the latest member of its Surface family - the Surface Laptop Go - at only US$549 with the device believed to be targeting primarily Chromebooks as its competition,...
Wistron reiterates goal of generating half of revenues outside of China by 2021Thursday 15 October 2020
Wistron is still looking to have 50% of its revenues generated outside of China by 2021, according to company chairman Simon Lin.
Mobo and graphics card brands see robust 2020Tuesday 13 October 2020
Taiwan-based motherboard and graphics card brands are set to post impressive sales and profit results for 2020.
Chromebook shortages may ease starting NovemberTuesday 13 October 2020
The global supply of Chromebooks has been tight due to component shortages, which nevertheless are expected to ease slightly starting November, according to sources from ODMs.
Global notebook shipment CAGR at 0.9% in 2020-2025, says Digitimes ResearchTuesday 6 October 2020
Global notebook shipments are forecast to rise at a CAGR of 0.9% from 2020 to 2025, according to Digitimes Research's latest five-year forecast for the notebook industry.
Foxconn likely to see revenue growth through early 2021Tuesday 6 October 2020
Foxconn Electronics (Hon Hai) is expected to see its monthly revenues grow through the fourth quarter of 2020 or even early next year, according to market sources.
Server brands decelerate 4Q20 orders to wait for Intel new CPUsMonday 5 October 2020
Server shipments to brand vendors in the fourth quarter are expected to be weaker than in the third due to Intel postponing the release of the next-generation CPU platform, according...
ACSI expects rising demand for cyber security solutionsFriday 25 September 2020
Taiwan-based IT security specialist Acer Cyber Security (ACSI), a subsidiary of the Acer Group, is optimistic about its operation in 2020 and 2021 as enterprises worldwide have been...