Highlights of the day: Component pricing inflicting market influences
DIGITIMES employees
Intel-SK Hynix’s transaction of NAND flash enterprise could also be influenced by the reminiscence chips’ ongoing value drops in 2021 because of oversupply, whereas TV panel demand stays robust regardless of finish market having been pushing for a lift in TV pricing. ASE is optimistic about its operation in 2021 as demand for its packaging capability will keep in excessive gear.
Lingering NAND value falls might have an effect on Intel-Sk Hynix deal, say sources: NAND flash value falls have been accelerating within the second half of the 12 months together with datacenter operators and server shoppers coming into stock changes, and will persist into 2021 with increasing oversupply. Whether this can function a brand new variable affecting Intel’s deliberate gross sales of its NAND flash and SSD enterprise together with a producing plant in China’s Dalian to SK Hynix stays to be seen, in keeping with trade sources.
Demand for TV panels undeterred by rising TV costs: Demand for TV panels has not been affected by latest value actions on the end-market, the place Chinese TV manufacturers have adjusted upward their TV costs and main distributors in North America are nonetheless adopting a wait-and-see technique for pricing, in keeping with trade sources.
ASE optimistic about 2021: OSAT supplier ASE Technology has expressed optimism about its operations within the fourth quarter of 2020 and subsequent 12 months, as its packaging capability stays tight and ASPs will rise.
