Delta Electronics expects growth
Power supply maker and energy management solution provider Delta Electronics is optimistic about its business growth arising from increasing demand for 5G infrastructure, data centers, electric vehicles (EVs), automotive electronics and green energy, according to company chairman Yancey Hai.
Demand for the iPhone 12 Pro has been so strong delivery lead time from manufacturers has had to be extended. And Apple is set to increase orders for VCSEL chips supporting the iPhone 12 Pro's LiDAR scanner for immersive augmented reality...
Digital camera ODM and imaging solution provider Altek has developed 3D depth-sensing modules based on stereopsis technology and expects adoption for such modules to begin to increase in fourth-quarter 2020, according to the company.
Motherboard and graphics card manufacturers may see their revenue growth in the fourth quarter of 2020 constrained by the tight supply of Nvidia's GeForce RTX 30 series, according to industry sources.
Elan sees booming shipments for touch controller ICs
Elan Microelectronics, along with strong demand for notebooks supporting remote working and learning in the wake of the coronavirus pandemic, has seen booming shipments for ICs used in touch screen controllers and touch pad modules, according to the company.
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 quarter, as a result of the coronavirus pandemic disrupting the buying pattern, according to Digitimes Research.
Anli to put increased focus on non-notebook applications
Taiwan-based Anli International, specializing in metal parts and heat dissipation components for notebooks, is looking to diversify its target markets to include games consoles and automotive components, according to company chairman Cheng-Kun Hsu.
AMD to acquire Xilinx
AMD and Xilinx have announced they have entered into a definitive agreement for the former to acquire the latter in an all-stock transaction valued at US$35 billion.
Highlights of the day: Record notebook shipments in 3Q20
The mature notebook market has seen robust demand thanks to stay-at-home needs in the wake of the coronavirus pandemic. Third-quarter 2020 notebook shipments hit a record high, driven by better-than-expected education procurement orders...
VIA to sell part of x86 processor IPs to Zhaoxin
Zhaoxin Semiconductor, formed in 2013 as a joint venture between Taiwan's VIA Technologies and China's Shanghai government, will own part of VIA's x86 processor IP assets.
TSMC is fast advancing its IC packaging technology in line with its efforts to extend the relevance of Moore's Law. The foundry's 6th-generation CoWoS technology may enter volume production in 2023. Tight foundry supply has been driving...
ASMedia is expected to enjoy strong sales in the fourth quarter thanks to robust orders for chipsets used with AMD's upcoming Zen 3-based Ryzen 5000 processors to be released in early November, according to sources from the upstream supply chain.
Intel has agreed to sell its NAND flash and storage business to SK Hynix, but the chipmaker is also facing increasingly intense competition from AMD, Nvidia and even Apple in its core business of processors for PCs, servers, and AI devices.
Taiwan recorded manufacturing production index (2016 as base year) of 123.91 for September 2020, reaching the highest-ever monthly level and increasing 3.20% sequentially and 11.32% on year, according to the Ministry of Economic Affairs (MOEA).
Intel reports 3Q20 financial results
Intel has reported third-quarter 2020 financial results, generating US$8.2 billion in cash from operations and paying dividends of US$1.4 billion.
iPhone 12 nixed with earbuds to boost TWS shipments
The launch of the iPhone 12 lineup without the inclusion of wired earphones will help boost sales of Apple's AirPods devices as well as non-AirPods TWS products, according to industry sources.
ASRock optimistic about 2021
ASRock expects shipments of its motherboards, graphics cards and server products to continue rising in 2021, and is optimistic about its profit margin next year.
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.
Compal, Cisco form alliance to explore 5G AIoT mark
Taiwan's Compal Electronics and US networking specialist Cisco Systems have newly formed a strategic alliance to explore the 5G AIoT market and serve enterprise clients with diverse integrated network solutions.
Sentelic, which specializes in fan motor controller ICs for servers, will be listed on the Taiwan over-the-counter (OTC) stock market in mid- or late-November.
Asia Optical is gearing up its R&D efforts developing new products such as optical modules to tap business opportunities in the 5G, datacenter, cloud and smart medical care sectors, according to company optical business chief Chen Cheng-yu.
Vapor chamber demand for smartphones disappointing
Demand for vapor chambers (VC) from smartphone vendors has been disappointing so far in 2020, due to the coronavirus pandemic deterring the launch of high-end models by non-Apple handset vendors, according to industry sources.
Taiwan's cooling solutions providers are relocating more of their available capacities for production of vaper chambers (VCs) away from handset to notebook applications due to increasing demand for notebooks supporting stay-at-home economy, according to industry sources.
Abigail Hing Wen is the data-centric tech evangelist and AI podcast host for Intel. Beside her work at Intel, she has multiple identities: a lawyer in venture capital, a leader in emerging AI tech, a New York Times bestseller novelist, a wife and a mother of two. One of her novels, "Loveboat, Taipei,"...
Global tablet shipment forecast, 2021 and beyond
According to Digitimes Research's observations, 2020 global tablet shipments will show flat growth from the 2019 level as the...
Global smartphone shipment forecast, 2021 and beyond
Following three consecutive years of declines in 2018-2020, global smartphone shipments are expected to grow by a double-digit...
Global server shipment forecast, 2021 and beyond
Global server shipments are expected to see a CAGR of 6.7% from 2020-2025, driven by demand for datacenter, HPC, AI and 5G related...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...