DIGITIMES English version providing daily news about Asia's IT industry






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Highlights of the day: Notebook vendors stocking extra inventory in wake of trade war

The US-China trade war has prompted noteboon vendors increasing their inventory until their ODMs move their production lines out of China. This will may be good news for the ODMs in the short term, as demand from clients may drop in the second half of 2019. Digitimes Research has also offered its updates for the notebook shipments for May .

Worldwide top-5 notebook brands see shipment rise in May, says Digitimes Research

The worldwide top-5 notebook brands saw their combined shipments rise 10% on month in May, a growth weaker than that of the same month a year ago. Although the US-China trade tensions have prompted notebook vendors to stock extra inventory, their efforts have been hampered by Intel's ongoing CPU shortages, according to Digitimes Research's figures.

Chipbond to suspend 5G PA packaging capacity expansion

Chipbond Technology will put on hold its 5G PA (power amplifier) packaging capacity expansion originally set to be enforced in the second half of 2019, due mainly to the uncertainties associated with the US trade ban on China's Huawei, according to company chairman FJ Wu.

Notebook supply chain sees significant increases in orders for June and July

With the US-China trade disputes lingering, notebook brand vendors have moved to increase orders for their supply chain partners in order to minimize any potential impact, according to sources from notebook makers.

Korea flexible OLED panel production capacity to increase over 20% in 4Q19, says Digitimes Research

The combined capacity of flexible OLED panels of 6G and below processes of Samsung Display and LG Display is expected to expand 22.2% on year in the fourth quarter of 2019 thanks to the capacity ramps by the wo Korea makers at their Tangjing A4 and Paju P9-6E lines, respectively, according to Digitimes Research.

US ban takes toll on Huawei and its US memory and storage suppliers, IHS says

The Trump administration's move to bar Huawei from sourcing American technology has obvious ramifications for the Chinese technology giant, cutting it off from key suppliers and forcing it to seek sometimes scarce alternatives. However, the ban also carries severe ramifications for US-based firms Micron and Western Digital, both of which do significant business with Huawei - suspending sales to one of the world's largest buyers of memory chips and storage devices.

Panel order visibility shortened, says AUO chairman

The persistent US-China trade dispute has not only shortened the order visibility for panel products at the moment but should also have lingering effects during the peak season in the second half of 2019, according to AU Optronics (AUO) chairman Paul Peng.

VIS lands new clients amid trade war, but conservative about 2H19

Vanguard International Semiconductor (VIS) is optimistic about longer-term business prospects as it has enjoyed an increase of new clients amid the US-China trade war, although prospects for the second half of 2019 are dimmed by low order visibility, according to chairman Fang Lueh of the Taiwan-based foundry house.

Winbond to open new fab in southern Taiwan by 2021

Winbond Electronics expects to start operating a new 12-inch wafer plant in Kaohsiung, southern Taiwan by 2021, when the DRAM and flash memory chipmaker has its in-house developed 20nm process technology ready for commercial production.

MediaTek reiterates sales guidance for 2Q19

Mobile SoC specialist MediaTek expects its sales for the second quarter of 2019 to come within the guidance given previously of 13-21% sequential growth.

Teco moves production from China for exports to US

Teco Electric & Machinery, to cope with possible impacts from the US-China trade disputes, has moved production form China for US-bound products, according to company chairwoman Sophia Chiu.

IC materials distributor Wahlee obtains orders for 5G devices

Wahlee Industrial with its distributed optical communication components and liquid crystal polymer (LCP) materials has entered the supply chain for 5G devices including antenna modules, and applications including servers and handsets.

CMC Magnetics to acquire Verbatim

Optical disc maker CMC Magnetics has disclosed it will acquire storage solutions provider Verbatim from Mitsubishi Chemical Media for US$32 million, with the deal to be finished by year-end 2019.

Taiwan VR/AR ecosystem expanding

The VR/AR ecosystem is expanding in Taiwan along with the advancement of related technologies, as more firms are foraying into the sector eyeing the growth potential of this industry, according to industry sources.

Highlights of the day: Optimism for 5G development

The US ban on Huawei does not seem to have dampened the industry players' interests in 5G, with many still expecting explosive growths to come soon. Handset vendors remain as keen as ever on rolling out 5G smartphones sooner rather than later. The networking/communications device sector also remains optimistic about 5G. In Taiwan, development of the 5G sector has received a boost from a multi-m...
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