Highlights of the day: ODMs proceed shifting out of China
DIGITIMES employees
The US presidential race remains to be too near name, however the ultimate consequence of the election is not going to change Taiwanese ODM’s ongoing plans of shifting a part of their porduction strains out of China, as tensions between the world’s two superpowers are unlikely to ease anytime quickly. In the semiconductor sector, 8-inch foundries are striving to broaden capability to satisfy robust demand. In the show sector, contact panel answer provider TPK is bracing for weak gross sales within the fourth quarter amid shrinking demand for handset functions.
US election consequence to not change ODM relocation plans: Taiwan-based pocket book and server producers are sticking to plans of shifting manufacturing out of China based on buyer requests, whatever the consequence of the US presidential election, although their pocket book purchasers haven’t but positioned orders with their crops exterior of China, based on sources from the upstream provide chain.
Second-tier foundries eyeing larger share in 8-inch foundry market: With 8-inch wafer fabrication demand rising quickly for chips together with ultra-thin fingerprint sensors, energy administration ICs, MOSFET chips and show driver ICs, second-tier foundries are striving to broaden their 8-inch fab capacities, based on business observers.
TPK conservative about 4Q20 amid shrinking demand for handset functions: Touch modules vendor TPK Holding has turned conservative about its fourth-quarter 2020 enterprise outcomes regardless of spectacular income and revenue good points within the third quarter, and is shifting its focus to medium- and large-size show options to counter weakening demand for handset functions.
