Telecom service, infrastructure
  • Arm could suffer from China's de-Americanization campaign
    Nvidia's deal to acquire Arm comes with potential risks. But turning Arm into a "US" company could turn away Chinese clients who are embracing China's de-Americanization campaign. ABF...
  • Emerging countries are acting keenly in adopting 5G
    Emerging markets have always been behind developed countries in adopting the latest generation mobile networks, with a few exceptions. While it would be safe to assume that emerging markets would also lag in 5G adoption, ABI Research finds that emerging countries will have faster than expected 5G subscriber...
  • Comtrend revving up DPU business
    Networking solution provider Comtrend is striving to expend its integrated DPU (distribution point unit) and CPE (customer premise equipment) solutions for FTTH applications to Europe and North America, having established a foothold for related products in the Asia-Pacific region, according to company...
  • HTC is banking on VR devices to revive its business
    HTC has signed a MOU with Taiwan's Far EasTone Telecommunications (FET) to jointly develop related 5G and VR hardware devices, applications and services.
  • FET and APT have teamed up for 5G
    Taiwanese telecom operators Far EasTone Telecommunications (FET) and Asia Pacific Telecom (APT) have announced a collaborative deal marking the first 5G spectrum sharing project in Taiwan.
  • 5G open networks are gaining momentum
    The development of open architecture 5G networks has been gaining momentum recently as telecom operators worldwide are under pressure to reduce capital expenditure amid slower-than-expected penetration in the 5G subscriber market, according to Digitimes Research.
  • Handsets are likely to experience weak demand in 4Q20
    Handset shipments in the fourth quarter of 2020 are likely to slip from the third quarter as Huawei is said to have cut 30% of its component orders for the upcoming Mate 40 series flagship smartphones, having anticipated troubles for...
  • Huawei suffering from talent drain
    Talent drain has emerged as the largest woe plaguing Huawei/Hisilicon, and whether the Chinese tech group can stage a comeback in the wake of tough US trade sanctions will hinge on whether it can retain R&D talent, according to industry sources.
  • DRAM spot prices rise

    Sep 1, 10:40
    Huawei is stocking up
    DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.
  • PC components to enjoy a strong 2H20
    The stay-at-home economy continues to boost demand for PCs and related components such as motherboards and graphics cards with major vendors and makers all expected to see rising shipments in the second half of 2020. However, Taiwan-based...
  • Aeon Motor CEO Tony Lin (right) and Taiwan Mobile president Jamie Lin
    Taiwan-based motorcycle maker Aeon Motor is developing the Ai-2 Gather, a tricycle electric scooter mainly for business use, and plans to launch it in 2021, according to company CEO Tony Lin.
  • Demand from the 5G sector will pick up in 2021
    Demand for optical components from the datacenter and 5G sectors has been slow in third-quarter 2020, but order momentum may start picking up in the fourth quarter, according to industry sources.
  • Win Semi remains upbeat about 5G
    GaAs foundry Win Semiconductors has reiterated its third-quarter 2020 revenues will post a sequential growth of 4-6% with gross margin staying at over 40%, despite uncertainty in demand from a major Chinese client.
  • Shipments of 5G applications to slow down as China revamps its deployments
    Shipments of optical components by Taiwan's makers for 5G applications to China are likely to slow down in August-September as Chinese telecom operators are adjusting designs of some devices for 5G base station applications, according to industry sources.
  • The US has toughened restrictions on Huawei
    Several Taiwan-based IC design houses and power semiconductor device suppliers have said their sales targets for 2020 remain unchanged despite recent reports indicating that Huawei and ZTE have slowed down their 5G base station buildups, which could affect their businesses, according to industry sou...
  • Hisilicon
    The mounting US trade sanctions are driving HiSilicon to the brink, and many engineers have left the Huawei IC design arm's team in Taiwan. Huawei, struggling to survive the US trade ban, reportedly is looking to build its own 45nm...
  • Taiwanese PCB makers may soon have to stop shipments to Huawei
    Taiwan's PCB supply chain is trying to identify clients who may replace Huawei and HiSilicon, both of whom face tough US trade restrictions, according to industry sources.
  • CHT and Qualcomm will provide technical support for ASE to build the smart factory
    Chunghwa Telecom (CHT), ASE Technology Holding and Qualcomm Technologies will join forces to build Taiwan's first smart factory based on 5G mmWave designated enterprise networks in Kaohsiung, southern Taiwan, according to a joint announcement of the companies.
  • HiSilicon engineer teams in Taiwan faces increasing pressure to disband
    Huawei's chipmaking subsidiary HiSilicon has seen many of its staff in Taiwan leaving amid increasingly tough trade sanctions from the US on the Chinese tech group, according to industry sources.
  • The pandemic is reviving the notebook market
    The coronavirus pandemic is definitely changing the dynamics of the market and ecosystem, but at the start few would have foreseen the coming of a stay-at-home economy strong enough to turn around the notebook sector. Barry Lam, chairman of notebook ODM Quanta...
  • Taiwan Star Telecom president Cliff Lai
    The number of 5G service subscribers in the Taiwan market is expected to total 14.3 million by 2025, representing a penetration rate of 48%, higher than a global average of nearly 30% projected for the year, according to Cliff Lai, president of Taiwan Star Telecom.
  • What's Next in 5G event held in Taipei
    Taiwan has an opportunity to become a base for the development of mmWave technology, leveraging its established industry foundations, OEM/ODM technologies and related talent, according to ST Liew, president of Qualcomm Taiwan and Southeast Asia.
  • Sercomm has reported strong profits
    Networking device maker Sercomm has reported strong earnings for second-quarter 2020, driven by increased shipments of high-margin products and Wi-Fi AP devices supporting work-from-home activities.
  • Taiwan government, Cisco jointly set up a 5G open networking experiment platform
    Taiwan's Industrial Development Bureau has teamed up with Cisco to set up the country's first 5G open networking experiment platform, gathering heavyweight server and networking firms to jointly tap the lucrative market for white-box 5G telecom network equipment.
  • Taiwan makers keen to develop solutions for private networks
    Open RAN (Open Radio Access Network) is one of the options for telecom operators' deployments in the 5G era. As Open RAN can adopt COTS (commercial off the shelf) or GPP (general purposed processor) hardware, such as x86 servers, Taiwan's makers may be able to seize the chance and carve out a piece...

Taiwan LCD monitors – 2Q 2020

Global tablet market – 2Q 2020

Taiwan LCD TVs – 2Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

© 2020 DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.