Highlights of the day: 2021 appears to be like promising for foundry homes
DIGITIMES employees
Wafer fab capability has been tight with Taiwanese foundry homes seeign clear order visibility via 2021. Foundry homes have raised their quotes to replicate tight capability, additional buoyign their profitability. LCD panel costs have additionally been rising, due to robust demand amid tight provide on account of element shortages. Panel quotes are anticipated rise by about 20% in fourth-quarter 2020. The pocket book sector has additionally seen sturdy demand pushed by pandemic-fueled stay-at-home financial system. Notebook ODMs count on shipments to buck the seasonal pattern in first-half 2021.
Taiwan foundries see clear order visibility via 2021: Taiwan-based foundries significantly 8-inch ones are anticipated to see their manufacturing capacities keep tight via the tip of 2021, with upward changes of their foundry quotes set to buoy their profitability subsequent 12 months, in keeping with trade sources.
LCD panel costs to rise one other 20% in 4Q20: LCD panel costs are anticipated to rise by about 20% in fourth-quarter 2020 following a 30% rally within the prior quarter, as demand for various sizes of panels from end-market model distributors stays robust, in keeping with trade sources.
Notebook ODMs to get pleasure from robust 1H21: Notebook ODMs are anticipated to get pleasure from a very robust first half of 2021, due to a continued ramp-up in orders from shoppers, in keeping with trade sources.
