Highlights of the day: Notebook ICs in tight provide
DIGITIMES workers
Notebook demand has been so sturdy within the wake of coronavirus lockdowns that associated IC suppliers haven’t been capable of catch up because of inadequate foundry help. Delivery for a bunch of notebook-use ICs has prolonged by 2-Three months. Such sturdy demand has additionally shored up revenues for pocket book ODMs. Inventec has reported its April revenues grew virtually 26% on 12 months. Meanwhile, TSMC has reported its April gross sales dropped over 15% sequentially however rose greater than 28% on 12 months. TSMC’s revenues for the primary 4 months of 2020 surged virtually 39%.
Lead time for pocket book chips prolonged on tight foundry capability: Delivery lead time for notebook-related chips together with energy administration ICs, Type-C chips and different peripheral ICs have been prolonged by 2-Three months, due primarily to tight 8-inch foundry capability, in response to business sources.
Inventec enjoys double-digit income progress in April: Inventec has reported revenues for April 2020 climbed 17.6% sequentially and 25.7% on 12 months to NT$49.29 billion (US$1.64 billion), as its shipments for notebooks and servers grew robustly.
TSMC posts decreased April income: TSMC has reported April consolidated income fell 15.4% sequentially to NT$96 billion (US$3.21 billion).
