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AMD to see a robust 2020
     Tue, Jan 14 2020 | 4:41P | Business / Industry | PermaLink
Posted by: STAFF
Intel has yet to fully eased its processor shortages, which is sending notebook vendors adopting more of its competitions from AMD in 2020. AMD's new Zen 3 architecture is expected to have a record-high development projects commenced by PC makers for AMD processors. This year also looks promising for CIS vendor OmniVision, as demand for CIS from handsets, notebooks and other sectors will be strong. OmniVision reportedly is looking to raise CIS prices by 10-40% in 2020. For NAND flash chips, home gaming consoles will be a major growth driver in 2020. Vendors are expected to increase their demand for NAND flash chips to support their new-generation devices featuring SSDs in the second half of 2020.

iBUYPOWER Snowblind Element
     Tue, Nov 12 2019 | 9:02A | Business / Industry | PermaLink
Posted by: STAFF
Back in 2017 at CES iBUYPOWER teased a concept that they had been working with, a PC case with a monitor built into the side panel. Now that idea itself isn’t completely new, there have been modders who have done it. But what they did was just have the LCD panel and nothing else, leaving a transparent side panel that you can still see everything inside with everything on the display floating and showing up almost like magic. This is well and good for a concept, but producing and selling what is basically a very complicated case mod is a whole different story and frankly I didn’t think they would do it. When last year at CES 2018 they actually introduced their Snowblind series of builds which included this feature I was surprised and impressed and it had me considering trying to do the same thing myself with a build. Buying a full build from them for the feature didn’t really make sense given my experience with PCs. Well at the start of this month they made that a lot easier with the introduction of their first individually sold case, the Snowblind. Well today I finally get to check it out in person. I’ve been collecting white components to go inside the build and today I’m going to check out iBUYPOWERs first case and check out its side panel window LCD as well!

Highlights of the day: SSDs see looming price war
     Tue, Oct 29 2019 | 12:40P | Business / Industry | PermaLink
Posted by: STAFF
SSD prices have been falling fast in China. Consumers may be happy, but vendors are wary of a looming price war that would further undermine their profitability from the SSD market. But in the motherboard market, makers may see ASP improve in the fourth quarter, thanks to Intel and AMD releasing new platforms. For major Taiwan-based ODMs, they have to look beyond consumer electronics for business growth. The smart healthcare sector is promising.

Gigabyte, ASRock to see servers drive growth in 2019
     Sun, Oct 06 2019 | 9:02A | Business / Industry | PermaLink
Posted by: STAFF
Gigabyte Technology and ASRock, both of which used to rely on motherboards and graphics cards for revenues, are expected to see their server businesses expand and drive company growths in 2019, according to industry sources.

Notebook vendors determined to move production out of China
     Sun, Oct 06 2019 | 9:01A | Business / Industry | PermaLink
Posted by: STAFF
Notebook brand vendors who hesitated about moving production out of the China in the wake of the trade war are now determined that they need to do so, as the disputes between the two superpowers are unlikely to end anytime soon. The vendors are now asking their ODMs to accelerate the relocation of their production out of the world's factory. While the notebook market is unlikely to see any major growths next year, the smartphone market is expected to see strong stimulation from 5G commericalization. MediaTek has become more upbeat about 5G smartphone shipments in 2020, and has increased its orders for 5G SoCs to be manufactured at TSMC.

HDD demand from datacenter players to rise in 4Q19 and 1Q20
     Wed, Sep 18 2019 | 12:56P | Business / Industry | PermaLink
Posted by: STAFF
China- and US-based datacenter players are expected to replenish their HDD inventory beginning from fourth-quarter 2019 to first-quarter 2020, as demand for datacenter establishments continues rising in line with 5G commercialization, according to sources from the upstream supply chain.

China DRAM maker moves in equipment at 12-inch fab
     Wed, Sep 11 2019 | 6:34P | Business / Industry | PermaLink
Posted by: STAFF
China's move to improve self-sufficiency for semiconductors is gaining momentum - in line with the country's national policy and in the wake of the trade war with the US - with DRAM startup ChangXin Memory Technologies moving in equipment at its 12-inch fab. CXMT aims to start commercial runs for part of its production lines by the end of 2019. But in general, the US-China trade war has been disrupting the operations of the supply chains and seasonal patterns. Notebook ODMs expect disappointing shipments for the third quarter of 2019 - a period that is supposed to be a traditional high season.

Gigabyte sees revenues rise in August
     Wed, Sep 11 2019 | 6:33P | Business / Industry | PermaLink
Posted by: STAFF
Gigabyte Technology has reported consolidated revenues of NT$6.15 billion (US$195.2 million) for August 2019, representing a 4.97% increase on month and 37.14% increase on year.

Toshiba Memory rebrands as Kioxia October 1, 2019
     Fri, Sep 06 2019 | 3:08P | Business / Industry | PermaLink
Posted by: STAFF
Toshiba Memory announced that it will rebrand as “Kioxia” effective October 1, 2019. The name Kioxia (kee-ox-ee-uh) will be adopted for all Toshiba Memory companies including Toshiba Memory America.

"-Toshiba Memory Holdings Corporation announced today that it will officially change its name to Kioxia Holdings Corporation on October 1, 2019. The name Kioxia (kee-ox-ee-uh) will be adopted for the names of all Toshiba Memory companies, largely effective on the same date.

Kioxia is a combination of the Japanese word kioku meaning “memory” and the Greek word axia meaning “value.” Merging “memory” with “value,” Kioxia represents the company’s mission to uplift the world with “memory,” which forms the foundation of the company’s vision. Kioxia will cultivate the new era of memory, defined by rapidly increasing demands for large-capacity, high-performance storage and data processing, which positions the company to grow sustainably as a leading flash memory producer for many years to come.

“I am delighted to take the next step in our company’s evolution as we continue to enhance our position at the forefront of the memory industry,” said Stacy J. Smith, executive chairman of Toshiba Memory Holdings Corporation. “Using ‘memory’ as our starting point, Kioxia will collaborate with people to meet the various needs of everyday life, making the world more interesting and providing long-lasting value to society.”

Toshiba Memory Corporation has driven the technological evolution of flash memory from its invention of NAND flash memory in 1987 through its introduction of the latest 3D flash memory, BiCS FLASH™. As society creates increasing amounts of active data through new technologies such as 5G, IoT and cloud computing, more memory and storage is needed than ever before. As an industry pioneer and continued global leader in flash memory and solid-state drives, we are well positioned to enable our digital society to launch into a new era of memory.


China to exempt Tesla cars from 10% purchase tax
     Thu, Sep 05 2019 | 4:35P | Business / Industry | PermaLink
Posted by: STAFF
China will exempt Tesla Inc’s (TSLA.O) electric vehicles from its purchase tax, the Ministry of Industry and Information Technology (MIIT) said on Friday, a concession made amidst trade tensions with the United States.

Effect from US-China trade tensions goes on
     Tue, Aug 27 2019 | 2:11P | Business / Industry | PermaLink
Posted by: STAFF
With the trade tensions between the US and China escalating, IT companies in the US and China have started taking measures to minimize the impact with Apple and Google both accelerating their paces on moving their products' manufacturing out of China. Meanwhile, China's semiconductor industry also began a de-Americanization trend and is turning to seek supply domestically. In additional news, Austria-based AMS has expressed optimism about demand from three major upgrades in smartphones in 2019, while China-based panel makers have been cutting their production due to dropping prices.

Weak prospect for Apple new iPhones
     Mon, Aug 26 2019 | 5:24P | Business / Industry | PermaLink
Posted by: STAFF
"Apple is set to release its new iPhones next month, but shipment prospect of the new devices are expected to be weak. Apple's inventory preparations for the new iPhones for 2019 will be lower than the 90 million units it prepared for the launch of the XR, XS and XS Max in 2018, with actual shipments of the upcoming devices to reach only 70 million units this year, according to Digitimes Research. The new iPhones' shipment outlook may be weak, but Apple remains one of the biggest clients of TSMC, who manufactures the A13 processor at its 7nm node. For TSMC, sales in second-half 2019 and in 2020 will be robust, driven by strong demand for its 7nm and more advanced processes."

Uncertainty for notebook sector
     Mon, Aug 26 2019 | 9:03A | Business / Industry | PermaLink
Posted by: STAFF
Taiwan's major notebook ODMs had weak results in July as clients were reluctant to further build up inventory despite the upcoming 10% tariffs the US will impose on their notebooks imported from from China. Their clients have also failed to make it clear whether they want the manufacturing partners to move production out of China to avoid the US tariffs. But in the semiconductor sector, TSMC is likely to hit record revenues in fourth-quarter 2018, with strong shipment momentum building up for its 7nm process.

Intel CPU shortages remain
     Tue, Aug 20 2019 | 5:34P | Business / Industry | PermaLink
Posted by: STAFF
The US is delaying imposing 10% tariffs on some consumer electronics products from China, including notebooks and handsets, but the cloud of uncertainty created by the US-China trade war is still hovering over the IT industry. Taiwan-based notebook ODMs remain conservative about their shipments in the second half of 2019. Worse still, Compal Electronics has even warned that Intel CPU shortages will not fully ease until first-quarter 2020. At any rate, notebook ODMs are moving some of their production out of China to avoid any possible impact on their shipments to the US. Manufacturers of Apple's wearable devices, such as AirPods, are also mulling leaving China.

AMD to see rising share of server market
     Sun, Aug 18 2019 | 9:03A | Business / Industry | PermaLink
Posted by: STAFF
AMD is expected to grab a larger share of the server market thanks to its newly launched EPYC server processor platform. Taiwan-based components suppliers are generally upbeat following the AMD server processor launch, but there is concerns about the strength of its shipments in the third quarter, as datacenter clients have slowed down their deployments. Meanwhile, there are growing concerns about oversupply in the flat panel display industry, as China-based Chongqing HKC Optoelectronics is set to start commercial production at a new 8.6G line early next year.

7nm node driving TSMC sales
     Tue, Aug 06 2019 | 4:45P | Business / Industry | PermaLink
Posted by: STAFF
The latest escalation in the US-China trade war may have cast a shadow over the IT supply chain, but the world's top foundry house TSMC is seeing strong demand for its 7nm production capacity. One of its major clients for the 7nm node is China-based HiSilicon, the IC design arm of Huawei, who has seen growing demand at home despite setbacks in overseas expansions due to the US trade ban. The freshly announced US tariffs on Chinese imports actually have come as a short-term boost to Taiwan-based notebook ODMs' shipments, as their clients seek to build up extra inventory.

Business / Industry NEWS PAGE: of 26    
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