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Aug 18, 12:30
AMD and Intel's data center competition has a new frontier: silicon photonics
AMD has made quarterly share gains in the serve market consecutively for three years, according to Mercury Research. It made its largest quarterly gain in second-quarter 2022 since 2017, capturing 13.9% of the global sever CPU market, compared to 11.6% in first-quarter 2022 and 9.5% in second-quarter 2021.
Major Chinese makers of LCD panels, power batteries and solar cells are seeing their production constrained by the ongoing power restrictions in the southwestern province of Sichuan, a major manufacturing hub for the segments and other electronics supply chains, according to industry sources.
Appier 2Q22 revenues hit record
Aug 17
AI-based SaaS (software as a service) developer Appier posted consolidated revenues of JPY4.4 billion (US$33.9 million) for the second quarter of 2022, the historically highest quarter level with a growth of 56% on year, according to the company.
Innodisk, a developer of industrial storage and embedded peripherals, has joined forces with major international corporations such as Microsoft and Intel eyeing the edge AI computing market, according to company chairman Randy Chien.
Taiwan-based Favite has disclosed it has developed AOI equipment for use in production of microLED chips and panels.
Quanta Computer will step up capacity expansions at its server production sites in Germany, Thailand, and the US, according to company SVP Mike Yang. Quanta will also expand its 5G O-RAN business scope in 2023.
Taiwan's server chassis specialist Chenbro Micom continues to see a stable surge in customer orders for the second half of 2022 and is guardedly optimistic about its overall revenue results for the entire year, according to company president Corona Chen.
The global top-5 notebook brands (not including Apple) saw their combined shipments slip 28% on month and over 30% on year in July as the worsening global economy continues undermining market demand and dimming the industry's outlook, according to DIGITIMES Research's latest Notebook Tracker figures.
Taiwan-based ODM Quanta Computer expects its notebook shipments to increase 20% sequentially in third-quarter 2022, outperforming its peers. The momentum is coming from shipments of Apple's MacBook series, according to supply chain sources.
Power restrictions imposed by the government of Sichuan Province, China, from August 15 to August 20 will constrain production at local plants including those for notebook computers and other consumer electronics devices.
DFI expects sales growth through 2HQ22
Aug 16
Taiwan-based DFI, a provider of industrial PCs, motherboards, and computing devices, expects to see its revenue and gross margin continue growing in the second half of 2022, according to company sources.
Digital transformation is a difficult process, especially for traditional industries. Blutech, a Taiwan-based company in IIoT (industrial IoT), has developed a data management system to help these industries step into the new digital era.
TAIWAN TURNING SOUTH
TAIWAN NOTEBOOK ODMS
Global supply chain reconfiguration to persist through 2030
Global supply chains remain disrupted as the COVID-19 pandemic enters the third year and the war in Ukraine creates chaos in Europe-Asia transportation. Expert Mark Millar said the disturbance offers companies an opportunity to reevaluate their sourcing and production, considering a more regional approach going forward. He also expects global supply chain reconfiguration to last through 2025 to 2030, with some businesses nearshoring and reshoring.
Top-5 brands see notebook shipments dive in July, says DIGITIMES Research
DIGITIMES Research worldwide notebook shipment update – July 2022
Chinese smartphone brands see declines in 2Q22, says DIGITIMES Research