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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 15 April 2020
Memory module makers uncertain about 2Q20 prospects
Memory module makers have become increasingly uncertain about their outlook for the second quarter despite an influx of short lead-time orders for PCs, and continued strong demand...
Wednesday 15 April 2020
Cheng Mei Materials lands polarizer orders from SDP
Polarizer supplier Cheng Mei Materials Technology (CMMT) will see strong sales growth in the second quarter 2020 as the firm reportedly has landed orders for large-size TV-use polarizers...
Wednesday 15 April 2020
TSMC sees 28nm process capacity utilization drop
TSMC has seen 28nm as well as 40/45nm process capacity utilization rates drop, due to a slump in chip demand for automotive and consumer electronics devices, according to sources...
Wednesday 15 April 2020
Taiwan government launching measures to assist startups
The Taiwanese government is stepping up efforts to help local startups hit by the coronavirus pandemic, including financial assistance.
Monday 13 April 2020
TV brands cutting panel orders for 2Q20
Most TV brands are cutting back their panel orders for the second quarter of 2020 as demand for TVs in most markets, particularly in the US and Europe, has contracted significantly...
Monday 13 April 2020
EUV equipment suppliers post revenue growth in March
Taiwan-based fab toolmakers engaged in the supply chain for EUV-based process manufacturing equipment, such as Gudeng Precision and Marketech International, saw their March revenues...
Monday 13 April 2020
Panel makers see deceleration in car-use orders
With the coronavirus pandemic spreading fast, many display panel makers have seen tier-1 components suppliers in the automotive ecosystem defer or cancel orders, weakening visibility...
Monday 13 April 2020
Quanta reports growth in March revenues; Acer sees rising PC sales
Quanta Computer has announced consolidated revenues of NT$78.11 billion (US$2.57 billion) for March, up 58.8% on month and 6.2% on year with consolidated revenues for the first three...
Monday 13 April 2020
Nanya expects flat shipment growth in 2Q20 with slight ASP increase
Taiwan-based DRAM chipmaker Nanya Technology expects to post flat sequential shipment growth in the second quarter of 2020, with a slight increase in product ASP.
Friday 10 April 2020
Asustek posts over 10% revenue decline in 1Q20
Asustek Computer has announced consolidated revenues of NT$70.85 billion (US$2.36 billion) for the first quarter of 2020, down 17.55% on year but beating its original estimate of...
Friday 10 April 2020
Highlights of the day: Server makers wary of components supply
Demand for server applications has been strong, fueled by stay-at-home economy amid lockdowns in response to the coronavirus pandemic. But the lockdowns may disrupt suppliers' production...
Friday 10 April 2020
Compal, Inventec, Acer see staggering on-month revenue growths in March
Taiwan-based notebook ODMs enjoyed increased revenues in March thanks to rising orders from clients, while brand vendor Acer also achieved strong revenue growth in the month.
Friday 10 April 2020
Unimicron sees clear order visibility for ABF substrates through 3Q20
Unimicron Technology has seen clear order visibility for high-end IC substrates, especially ABF substrates for processing diverse HPC and networking chips, stretching to the third...
Friday 10 April 2020
8K TV shipments not to take off until 2021
Expectations that vendors would ramp up global annual shipments of 8K TVs to over one million units may not realize until 2021, as prices of these models remain too high and the coronavirus...
Friday 10 April 2020
Gaming monitor market sees more competitions from first-tier brands
Asustek Computer used to dominate the gaming monitor market prior to 2019, but it has now seen strong competition from Samsung Electronics and Acer, according to sources from the...