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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 1 April 2020
Highlights of the day: TSMC on track to 5nm volume production
TSMC may not have been entirely unscathed in the wake of the coronavirus pandemic that has disrupted production and chilled end-market demand, but the outlook of for the foundry's...
Wednesday 1 April 2020
Pandemic hurting handset supply and demand
The fast spreading coronavirus pandemic is hurting both supply and demand of the global handset industry.
Wednesday 1 April 2020
Ennoconn expects revenues to grow
Taiwan-based IPC maker Ennoconn, which has seen its capacity in China recover to regular levels since mid March, expects its revenues to see a mild sequential slip in first-quarter...
Wednesday 1 April 2020
Light guide plate maker GLT to focus on IT applications in 2020
Light guide plate (LGP) maker Global Lighting Technologies (GLT) has said that it will focus on ramping up shipments for IT applications in 2020 as prospects of TV applications are...
Wednesday 1 April 2020
Server assemblers continue enjoying strong orders though IC designers see slowdown
Though IC design houses have recently seen demand from US-based datacenter clients slow down, server makers continue to enjoy strong orders from such clients, according to sources...
Tuesday 31 March 2020
Taiwan developing smart machinery in 3 stages
Taiwan Association of Machinery Industry (TAMI) has worked with ICT industries and academic organizations to formulate short-, mid- and long-term strategies for developing smart machinery...
Monday 30 March 2020
Highlights of the day: Server demand may slow down
Demand from the server sector has been fueld by work- and study-from home activities in the wake of the coronavirus pandemic. But IC designers have recently seen a slow-down in orders...
Monday 30 March 2020
MSI expects small drop in 1Q20 revenues and rising sales starting April
Micro-Star International (MSI) expects revenues to drop less than 10% on year in the first quarter of 2020 and will see its sales gradually pick up starting April with the releases...
Monday 30 March 2020
Taiwan IC design houses see orders for servers slow down
Taiwan-based IC design houses engaged in the supply chain for servers are expected to see orders coming from the sector buoy their sales during the second quarter of 2020, but have...
Monday 30 March 2020
Huawei launches new smartphones, but outlook remains uncertain
Huawei has unveiled its new P40 flagship family products as part of its efforts to rekindle its dwindling smartphone sales affected by the coronavirus outbreak, but it remains to...
Friday 27 March 2020
Pegatron expects sales growth in 1H20
Pegatron is looking to push up sales for its three major product lines in 2020, with results for the second quarter to outperform those for the first quarter, according to company...
Friday 27 March 2020
Highlights of the day: PCB suppliers not told to delay production for 5G iPhone
There has been speculation that Apple is looking to delay the launch of its next-generation iPhones due the impacts from the coronavirus pandemic, but its PCB suppliers say they have...
Friday 27 March 2020
Apple PCB suppliers dismiss speculation about 5G iPhone delay
Taiwan's PCB makers in the supply chain of 5G iPhones have denied reports claiming they have been asked to postpone volume production by two months in line with a likely launch delay...
Thursday 26 March 2020
Highlights of the day: Wistron optimistic about 2020 sales
The coronavirus pandemic is threatening the lives and livelihoods of many, but despite the uncertainty lying ahead of the IT industry, Taiwan-based ODM Wistron...
Thursday 26 March 2020
Wistron set to grow revenues from non-China production
Wistron is looking to grow revenues generated from its factories outside of China, and expects to lower revenues from its China-based sites to about 50% of company revenues in 2021,...