Highlights of the day: Arm faces dangers in China market
DIGITIMES workers
Nvidia’s deal to accumulate Arm comes with potential dangers. But turning Arm right into a “US” firm might flip away Chinese purchasers who’re embracing China’s de-Americanization marketing campaign. ABF susbtrate suppliers ae set to cease shipments to Huawei in compliance withe US sanctions, however they are going to nonetheless see tight capability, because of vital orders for processing GPUs and CPUs to be releasded by US distributors. Notebook shipments remained robust in August, with the top-5 distributors’ shipments hitting a brand new excessive.
Arm might lose China market after Nvidia takeover: Arm stands to lose its Chinese purchasers by turning into part of the US-based Nvidia amid China’s marketing campaign to shed its reliance on American IC suppliers.
ABF substrate provide to remain tight regardless of no shipments for Huawei: Taiwan-based IC substrate makers together with Unimicon Technology, Nan Ya PCB and Kinsus Interconnect Technology proceed to see their out there manufacturing capacities for ABF substrates fall wanting demand after stopping shipments to Huawei beginning mid-September, in keeping with trade sources.
Top-5 pocket book manufacturers see shipments peak in August, says Digitimes Research: Global top-5 pocket book manufacturers’ mixed shipments in August 2020 – not together with removable fashions – hit a brand new excessive for 2020 as shipments to the patron phase gew on yr, and training procurement orders from Japan’s GIGA School mission progressively approached the height of the yr.
