Highlights of the day: Notebook demand remains strong
With the persisting pandemic driving the stay-at-home economy, notebook makers saw strong shipments in December 2020, with the likelihood that order momentum will last through second-half 2021. Strong demand and rising production costs ami.....»»

Highlights of the day: Taiwanese component makers to see strong 1H21
Companies in Taiwan's PCB supply chain are expected to enjoy the business opportunities from Intel's new Whitley server platform starting the second quarter of 2021, while notebook demand will stay strong in the first quarter of 2021 due to.....»»
Highlights of the day: Notebooks in short supply
Notebook demand from the government and enterprise sectors has been strong, thanks to the coronavirus pandemic, which is nevertheless hindering ocmponents productio in Southeast Asia. As a result, s.....»»
Highlights of the day: Server demand remains strong
The server and datacenter sector has been almost immune to the coronavirus, with demand being boosted by remote working and learning, online gaming an.....»»
Highlights of the day: Demand from 5G non-handset segments remains strong
Demand for 5G handsets may have been dampened b.....»»
Highlights of the day: TSMC 7nm lead time remains extended
Demand for TSMC's 7nm foundry services has been strong, with lead time for the node.....»»
Highlights of the day: Server, notebook makers haunted by components shortages
Demand for servers and notebooks has been fueled by stay-at-home needs in the wake of the coronavirus pandemic, which nev.....»»
Highlights of the day: Notebook ODMS sounding alarm for 3Q20
Notebook demand may be robust at this moment to support stay-at-home needs in the wake of the coronavirus pandemic, which nevertheless is c.....»»
Highlights of the day: Notebook ICs in tight supply
Notebook demand has been so s.....»»
Highlights of the day: Notebook shipments to soar in 2Q20
Demand has been for notebooks supporting remote work, distant learning and other staty.....»»
Highlights of the day: Notebook panel shipments to hike 26% in 2Q20
Demand for notebooks has been fueled by .....»»
Highlights of the day: Server shipments slowed by components shortages
Server demand has been strong, but ODMs have seen disruptions to shipm.....»»
Lam Research CEO says customer demand "remains strong"
See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»
Highlights of the day: TSMC remains strong despite pandemic
TSMC has reported impressive results for first-quarter 2020 despite the coronavirus outbreak, with sales growing 42% on year to NT.....»»
Highlights of the day: Server makers wary of components supply
Demand for server applications has been strong, fueled by s.....»»
FPCB makers eyeing strong 2Q20 demand for notebook applications
Taiwan-based flexible PCB specia.....»»
Taiwan ODMs stay keen on expanding non-notebook sales
Taiwan's ODMs including Compal Electronics and Quanta Computer will continue to generate more revenues from non-notebook segments for further profit improvement in 202 despite recent strong demand for notebooks, according to industry sources......»»
Highlights of the day: TSMC sees strong demand for 5nm process
In the wake of the coronavirus outbreak, many firms in the IT world have revised their business outlook for first-quarter 2020. But TSMC still sees significant demand for its foundry services, reportedly seeing its upcoming 5nm capacity fully b.....»»
Highlights of the day: Stay-at-home economy buoys server sector amid outbreak
The server sector has been almost unscathed by the coronavirus outbreak that has spurred stay-at-home economy. There has been strong demand for servers to support e-commerce, v.....»»
Americold"s Outlook For Temperature-Controlled Storage Remains Strong
Temperature-controlled warehouse operator Americold Realty Trust (NYSE: COLD) sees a healthy demand environment for cold storage continuing. read more.....»»