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Wednesday 12 June 2019
Energy storage systems suppliers in US seeking battery makers outside China
Suppliers of energy storage systems in the US market are seeking battery supplies outside China to avoid the 25% tariff hike that started in June 2019, according to industry source...
Wednesday 12 June 2019
Notebook component makers taking actions to cushion US-China trade war impact
Taiwan-based notebook component makers at the moment have come up with two different approaches to shipping their products to ODMs, as they closely monitor the development of the...
Wednesday 12 June 2019
Silicon wafer demand from China remains robust
Silicon wafer demand has stayed robust from China's chipmaking industry in line with the country's ongoing efforts to increase self-sufficiency in semiconductors, according to sources...
Wednesday 12 June 2019
Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run
With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing its products and services in the short term. However, the...
Tuesday 11 June 2019
China memory maker CXMT to roll out 8Gb LPDDR4 DRAM by end-2019
China-based DRAM maker ChangXin Memory Technologies (CXMT) is stepping up DRAM production deployments as it will kick off commercial runs of its production lines by the end of 2019...
Tuesday 11 June 2019
New IC supply chain may loom in Asia for China tech sector
A new supply chain for China IT firms may gradually take shape in Asia in the future as they are seeking to wean themselves off US suppliers of crucial components and facilitate their...
Tuesday 11 June 2019
Taiwan ODMs expect server demand to pick up in 2H19
Taiwan-based ODMs, such as Quanta Computer, Wiwynn and Inventec, all expect demand for datacenter servers to pick up in the second half of 2019.
Monday 10 June 2019
Cooling module makers see rising business in 5G segment
As China's Ministry of Industry and Information Technology is set to issue 5G licenses in the near future, sources from cooling module makers have pointed out that they have received...
Monday 10 June 2019
IC designers turn conservative about 2H19 on reported 30% China panel output cut
Taiwan IC designers have turned conservative about their revenue performances for the second half of 2019 as uncertain fallouts of the US-China trade war and trade sanctions against...
Monday 10 June 2019
China IC firms keep moving ahead with capacity expansion plans
China semiconductor firms including Semiconductor Manufacturing International Corp (SMIC) and Yangtze Memory Technology (YMTC) are still proceeding with their capacity expansion plans...
Monday 10 June 2019
Shennan Circuits expanding IC substrate market presence
China's Shennan Circuit has managed to generate profits from its IC substrate business, and has expanded its IC substrate offerings to include those for handset-use application processors...
Thursday 6 June 2019
DRAM ASP falls sharper than expected, says DRAMeXchange
DRAMeXchange expects larger-than-expected falls in DRAM ASPs in the third and fourth quarters of 2019, citing the impact of trade disputes between the US and China.
Thursday 6 June 2019
HannStar Display to move auto-use panel production back to Taiwan
Flat panel maker HannStar Display plans to shift about 20% of its automotive panel module production lines from the firm's Nanjing plant in China back to Taiwan, according to Hsuho...
Thursday 6 June 2019
TSMC expects trade war to have short-term impact
Trade tensions between the US and China will have a short-term impact on TSMC's performance, but the foundry remains positive about its mid- to long-term outlook.
Thursday 6 June 2019
Yageo to adjust inventory level in response to US-China trade tensions
In response to the US-China trade tensions, Yageo has turned conservative about the IT market outlook and is looking to keep its utilization rate at around 30-40% and to cut its inventory...