Highlights of the day: Notebook ODMS sounding alarm for 3Q20
DIGITIMES workers
Notebook demand could also be strong at this second to assist stay-at-home wants within the wake of the coronavirus pandemic, which nonetheless is casting a shadow over third-quarter 2020 outlook for pocket book ODMs. The pandemic has worsened Washington-Beijing relations with the Trump administration now reportedly rising strain on TSMC to construct wafer fabs within the US, however the Taiwan-based foundry home has maintained it has no plans to construct one within the US. For PCB maker Unimicron, order visibility for ABF substrates is obvious by means of at the least the third quarter, however thee remains to be an opportunity that purchasers could postpone product launches because of the pandemic.
Notebook ODMs see clouded 3Q20: Notebook ODMs Quanta Computer, Compal Electronics, Inventec and Wistron are all anticipated to take pleasure in robust shipments within the second quarter, however extended impacts from the coronavirus pandemic have forged a shadow over their shipments within the following quarter, in response to sources from the upstream provide chain.
No particular plans but for US fab, says TSMC: TSMC has all the time been evaluating potential places for a sophisticated wafer fab abroad, together with the US, however no particular plans have been put in place but, in response to the pure-play foundry.
Unimicron embraces brisk orders for ABF substrates: Unimicron Technology has seen clear order visibility for ABF substrates at the least by means of the third quarter, with the orders primarily for 5G infrastructure, networking and HPC chips purposes, in response to the Taiwan-based IC substrate and PCB maker.
